Learning how to prepare for a disaster gives you greater control over the unknown.

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.

Discuss the different aspects regarding the benefits of philanthropic giving — during a crisis or otherwise.

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

It’s safe to say that this global pandemic is stressing everyone out. COVID-19 has heightened our worries about staying healthy, working remotely and trying to navigate social distancing without being totally isolated. wonder how to have tough conversations about money and make decisions when each have their own unique viewpoint and emotional reactions to what’s going on in the world around them.

The CARES Act and near historic low interest rates have made split charitable gifts much more attractive for those taxpayers seeking to make larger legacy gifts.

A highlight of the meaningful retirement provisions and unintended charitable planning opportunity the CARES Act creates for philanthropically motivated retirement account owners.

Personal financial planning will set you up for long-term financial gain and help you weather any financial situation.

Market fluctuations are normal and to be expected. But, when volatility strikes—as a result of political developments, economic downturns, war, health crises, or natural disasters—it can be tempting to react, make educated guesses on what to do, or fear that you are missing out on an opportunity.

Those families who look to preserve, protect and pass generational wealth recognize a strategic opportunity as interest rates and asset values continue a downward trend. We review wealth transfer strategies families are deploying to capture the unique benefits of these unprecedented market conditions.