Posts you may be interested in
- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Trust & Estate Planning
For aging adults, maintaining their independence is a highly-valued goal. Families most often take the lead in helping their parents with day to day, health and financial matters, but sometimes a more specialized expert is needed – especially when navigating health care concerns. Enter the Geriatric Care Manager. Want to learn more about who this is and how they can help?
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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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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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Someone in your family has asked you to be their healthcare proxy. This means they are entrusting you to make legally binding health-related decisions about their medical care in the event they are unable to make those decisions themselves. While it’s an honor to have a family member put this trust in you, you might not know what it actually involves.
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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 Missing or outdated beneficiary designations can steer...
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- Financial Planning
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.
Read Post- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
- Trust & Estate Planning
This 30-minute webinar explores the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
- Managing Taxes
- 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 and 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.
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