With “open enrollment” for Medicare now in full swing (from October 15th through December 7th), it’s time for people already with Medicare benefits to review their coverage and switch plans if they want different options — or more savings.Read Post
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.Read Post
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.Read Post
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.Read Post
Avoid retirement remorse and “push start” on a successful business and personal transition.Read Post
Athletes who were once paid multi-million dollar contracts are struggling with debt and forced into bankruptcy. For most outside of the professional sports arena, it’s incomprehensible. Chris Dudley, a Senior Wealth Advisor and Director of Boston Private's Sports & Entertainment division, discusses how someone who was paid so much can lose it all so quickly.Read Post
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