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
With the Equifax breach still making headlines, it can feel like no personal or financial information is completely safe and secure. If big corporations can get hacked, is there any hope for the rest of us in our private lives?Read Post
Republican tax writers released their framework for tax reform on Sept. 27. The plan provides the broad contours of a reform package while allowing Congress to work its will and fill in most of the details, including tax revenue offsets for the cost of specified tax cuts.Read Post
As we enter the final months of the year, now is the time to take a look at your investment portfolio with an eye to strategic tax-loss harvesting, which can help reduce your taxes on realized capital gains in 2017. It’s also a perfect opportunity to revisit your portfolio’s asset allocation to determine if there are asset classes that have grown significantly larger than planned and need trimming to stay on track toward your goals.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
The President and Congressional Republicans are feeling tremendous pressure to complete tax reform in 2017. During the August Congressional recess, senior staffers for the major tax reform decision makers were busy developing the contours of the reform plan, and they are farther along than most think.Read Post
EY, named as one of the world’s top cybersecurity consulting organizations by Cybersecurity Ventures, surveyed over 1,700 CIOs, CISOs, and other executives about their organizations’ information security practices. The result is an excellent whitepaper that offers best practices on how to sense, resist, and react to cybersecurity threats. As a sponsor of the EY Entrepreneur Of The Year New England program, EY has given us permission to share this exclusive report with our business clients.Read Post
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