Boston Private today released the "Why of Wealth", a comprehensive survey unveiling the psychological factors playing into how Americans interact with their wealth. This new report aims to unearth the emotional relationship we have with our finances: why we pursue wealth, how wealth makes us feel, what are the ‘costs’ of wealth, among others.Read Post
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 Post
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.Read Post
Ken 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 Post
Here are the latest developments from Washington policy expert Doug Fisher that outline the changes and compares the major provisions of the House and Senate bills.Read Post
Donor Advised Funds (DAFs) are easy to establish, flexible, and private—and it can relieve you from the pressure of having to make too many individual giving decisions before year end.Read Post
The House Ways and Means Committee passed its version of tax reform by a party line vote. The bill (highlighted in my last article) was amended prior to passage by Chairman Kevin Brady (R-TX) in a few areas impacting individuals and businesses...Read Post
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