Building a trusted team of advisors to help with legal, financial and healthcare decisions will help by filling gaps in knowledge where they exist to better create a holistic plan.Read Post
This 30-minute webinar explores the challenges and opportunities families need to address when it comes to providing adequate planning and support for aging parents as they deal with personal health, day-to-day needs and financial goals.
The midpoint of the year can be a good time to step back and assess your financial goals to make sure you're still on track and given any changes in the economy and markets as well as your personal situation.Read Post
If you're the parent of a student looking at colleges or graduate schools, chances are you are all too familiar with the sticker shock of college tuition, room and board. According to College Board...Read Post
You’ve scheduled the meeting, drawn up the agenda and invited the relevant family members. Now what?Read Post
At Boston Private we have to opportunity to partner with many diverse and talented business owners, helping them live their lives the way they want to and achieve their goals, hopes and dreams. Every single one of them has a different reason why they work so hard to achieve so much in life. We took 30 minutes with Renaud Megard, President and CEO of Nameplates for Industry, a global leader in high performing printed graphics solutions, to learn more about his biggest influences and what has driven the company’s success.Read Post
Even the best financial plan can’t overcome the effects aging have on a person’s ability to make financial decisions. Though people are living healthier for longer, there is already evidence that a person’s financial decision making peaks in their 50s and by age 60, the ability to process...Read Post