If your work or investments provided you with concentrated stock positions, Boston Private can help you develop and manage a plan that meets your unique needs.

Among the more surprising findings of Boston Private’s recent Why of Wealth Report: Even those who appear to “have it all” in terms of financial and business success, still regret not having more family time. In fact, almost half of the people surveyed (47%) cited spending more time with family as the number one thing they would have done differently had they not devoted so much time to accumulating wealth.

As a savvy consumer of financial services, it’s important to understand how your assets are safeguarded.

A Roth IRA is a type of Individual Retirement Account (IRA) to which you make contributions with after tax money, meaning earnings you’ve already paid taxes on. The money you put into your Roth IRA grows tax-free and, assuming you have met certain conditions, your withdrawals are tax-free and not reported in your taxable income.

Caring for someone with special needs can be physically, emotionally, and financially challenging. A Special Needs Trust administered by a trustee with experience, can relieve some of your stress, assure the financial well-being of your loved one, and preserve family harmony.

A quick update from Washington regarding the retirement legislation called the SECURE Act, The Setting Every Community Up for Retirement Enhancement Act of 2019.

How can the HR department support executives managing their concentrated stock positions? Working with a trusted financial advisor to establish a 10b5-1plan is one way to help executives achieve their goals while being compliant with federal rules.

Income and cash flow in retirement planning is a crucial conversation that involves an analysis of different asset classes and a view on the economic cycle. Income is measured in terms of yield, but higher yielding asset classes often come with an elevated level of risk. Therefore, it is critical to pair yield and income needs with an assessment of volatility and client risk tolerance.

As the amount of wealth that women control continues to grow, we take a look at how their approach to planning and giving is different.

Last December I predicted the new Congress which started on January 3, 2019 would be gridlock plus. Well so far it is gridlock without the plus. The plus is my reference to a few policy areas that may attract bipartisan support despite the bitter budget battles in Washington.