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.

For retirement account holders, the CARES Act affords an opportunity to secure favorable tax treatment for an early IRA distribution or other withdrawal.

Although the election is months away, it is not too soon to consider how proposed tax increases may affect you in 2021 and beyond.

In a low-interest rate environment, borrowing is more attractive than ever and may even offer some tax benefits.

At a time when the world is changing fast, taking a look at how we teach kids about money can ensure that their financial future remains in educated hands.

About 70% of people will need long-term care of some type. Long-term care insurance can be costly but the alternative can be directly and indirectly costlier.

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.