Posts you may be interested in
If you own real estate—perhaps a vacation home or income property that has increased substantially in value over the years—and you want to keep it in the family, there are a number of planning strategies you can use to help minimize the estate and gift tax consequences of the transfer.
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Business owners in the real estate industry should be pleased with new tax regulations interpreting the Tax Cuts and Jobs Act.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
Boston Private has released an exclusive report on the emotional factors that underlie our relationship with wealth: why we pursue wealth, how wealth makes us feel, the ‘costs’ of wealth, among others.
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When you need cash, what’s the best course of action? If you’re tempted to reach for a credit card to get the cash you need, you may want to reconsider. There may be better ways to meet your personal liquidity needs.
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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
- Financial Planning
- Managing Taxes
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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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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- Financial Planning
- Financial Planning
- Market Commentary
- Financial Planning
Our panelists discuss lessons and strategies that have enabled them to effectively engage clients’ children to nurture financial savviness with moderator, Liz Moyer, a leading financial journalist for The Wall Street Journal and The New York Times.
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You love where you live. But you've always had an idea of what your perfect dream home would be. So, what if you were on a leisurely Sunday drive next weekend and unexpectedly found that your dream home just went on the market? Would you be ready to snatch it up?
Read Post- Financial Planning
- Financial Planning
- Market Commentary
- Managing Taxes
- Trust & Estate Planning
Our expert panelists will discuss client stories involving changes in career, family and health to illustrate how these women successfully navigated challenging life events.
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