Final Act of the Tax Reform Play Starts This Week

We're in the final stage of tax reform following the Senate's passage of its bill. Washington policy expert Doug Fisher explains the complicated and most critical next step in the process to final passage of tax reform. As the House and Senate bills shape up, Doug offers an important planning consideration related to your business.

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A field guide to finding your perfect seasonal residence

Whether you’re buying a place where your family can gather today or a home where you can retire later — or combining both in one purchase — how do you choose a seasonal home that best meets your current and future needs? Find out what Boston Private experts say about the emotional, financial, tax, and estate planning aspects to consider.

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An Update From Washington: Fall Tax Reform

Tax reform is front and center in Washington. Tax writers are expected to release details of corporate and individual tax plans in a few weeks and start House and Senate debate.

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Is Buying a Condo for Your College Student the Right Choice?

If you're the parent of a student looking at colleges or graduate schools, chances are you are all too familiar with the sticker shock of college tuition, room and board. According to College Board...

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Economic Update - Q2 2017

The Fed remains active, raising interest rates again in March following the December hike. As investors look to align the Fed’s rather dovish comments with a humming economy, it appears that, provided the Fed follows its expected path of three total interest rate hikes in 2017, investors are willing to accept higher rates. Equity market investors have experienced low volatility thus far in 2017, although market leadership has shifted somewhat. This shift perhaps reflects an acknowledgment that a foundation of strengthening global economic conditions deserves greater attention than U.S. fiscal stimulus.

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Navigating Relationships

Making decisions with your spouse or partner can be tough sometimes, but even more so when it involves money and your relationship is undergoing change. Studies show that money is the #1 source of stress for U.S. adults (higher than work or family responsibilities) and the top source of stress for couples. And even for couples who don’t squabble, it can be a difficult conversation because each person comes to the discussion with a unique viewpoint based on his or her own experiences and emotional needs.

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Getting the Grade in Personal Finance Starts With You

We sign our kids up for afterschool sports or orchestra or the drama club because they are good activities and teach important skills: persistence, discipline, making trade-offs. They can look back after the semester and see how far their hard work and consistent practice has gotten them. Yet we don’t approach their financial education the same way, if we approach it at all.

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No Child is too Young or too Old to Learn About Money

How prepared are your kids to tackle lifestage financial decisions, such as buying a first home? Most parents are concerned about setting a good financial example for their kids, but fewer than half actually talk about money at home.

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