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Individual and Business Tax Highlights
Posted in
Insight & Opinion
- Economic Perspectives
- Financial Planning
- Financial Planning
- Financial Planning
- Managing Taxes
An infographic that highlights the Individual and Business Tax restructuring.
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Anatomy of a Financial Plan
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.
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