Posts you may be interested in
After spending years traveling around the world for a large corporation, Renaud Megard was looking for more balance between his family and his career. His solution? Buy a company much closer to home.
Read PostKen Wexler and his daughter Lisa are the second and third generation owners of Elaine Construction Company, founded by Ken’s parents in 1947. Wealth to them means having the opportunity to continue their family’s legacy for generations to come.
Read PostJoin the Boston Private investment team on Thursday, October 19 at 3 p.m. Eastern Time as they share their insights on the macroeconomic and market outlook.
Read PostBob Jellen has spent fifty successful years in the entertainment insurance industry, but that’s not what drives him. It is his family that gives him the greatest satisfaction, and inspires him every day to make the most of life.
Read PostWashington policy expert Doug Fisher shares his insights on the latest tax reform proposal negotiations in Congress. He, along with Boston Private’s Brian Lopez and Shannon Saccocia will discuss how tax reform may affect you and your business as well as provide tax and investment planning tips.
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Most people assume the components of a financial plan include their brokerage, retirement and bank accounts, but a financial plan is much more than that. A financial plan takes into account your assets, your liabilities and any other circumstances that will impact your wealth. A financial plan focuses on your goals – both short and long-term – and what you need to achieve them. At Boston Private, we provide a comprehensive analysis and develop a plan customized for your individual situation.
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When families take the time to talk about long-term plans, it gives everyone the opportunity to make sure things are up to date. Missing or outdated beneficiary designations can steer...
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Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...
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Avoid retirement remorse and “push start” on a successful business and personal transition.
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In our daily lives we are accustomed to a certain sequence of events; we expect everything to have a beginning, followed by the middle, and concluding with an end. Between the ending of the old and the beginning of the new, there is an unknown area...
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