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Whether you have a child beginning elementary school, entering high school or heading back to college, now is an ideal time to engage them in conversations about money. From back to school supplies to new shoes or dorm items, they are actively shopping with you for items they care about. As you pull out your wallet, take a few minutes to revisit some common sense saving and spending tips that will inspire them to think about what they are buying.
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We've all heard the remarkable tales about people who stumbled on antiques or works of art worth millions of dollars in their attic or at yard sales. But even those of us who have artwork or collectibles in full view in our homes may not know how much they are actually worth.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
Are you on track to meet your goals? When investors have a written financial plan, they follow it and are more confident they will reach their goals. Yet only 38% of investors have a formal, documented plan.
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When was the last time you took a look at your estate plan? Last year? Five years ago? No doubt things have changed in your life and your financial situation since then. Here are ten questions that can help you decide if your estate plan needs adjusting right now to make sure it’s in sync with your current financial situation.
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
While you may need to quickly adjust your financial “sails” occasionally to respond to unexpected life changes, there are many other events that you can prepare for in advance to make future course corrections much easier. Here’s a review of six major life events that can alter your financial plans – plus some actions you can take now to make sure you’re prepared for the future.
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Many investors tend to overlook – or are unaware of – how the placement of assets in accounts can impact returns over time. Determining your appropriate asset allocation is the most critical step in designing your investment plan. Once that is determined, it is important to locate assets in a way that can minimize taxes and provide for appropriate cash flow throughout your retirement and distribution to heirs.
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- Financial Planning
- Managing Taxes
- Market Commentary
- Trust & Estate Planning
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track given any changes in the economy and markets as well as your personal situation.
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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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- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
Having a trusted advisor keeping you focused on reaching your goals, can help you avoid emotional decision-making when it comes to your investments.
Read PostLearn how Boston Private’s investment team constructs portfolios that are diversified across asset classes - equities, fixed income, alternatives, and cash - using actively-managed strategies.
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