Latest Articles

Discover articles with practical ideas and perspectives to support informed decisions, simplify complexity, and adjust your financial planning as life and priorities evolve.

5 Reasons Women Should Plan for Long-Term Care

Women Face Many Challenges in Retirement and Planning Ahead is Key to Achieve Financial Independence As healthcare costs continue to rise, it’s becoming increasingly important for American workers to consider including a plan for addressing the costs of long-term care in their overall retirement plans. Failing to do so can pose a significant risk to your financial independence, and it’s particularly critical for women, who already face extra challenges when it comes to living comfortably…

Q1 2024 | Quarterly Market Review

Q1 2024 | Quarterly Market Review

This report features world capital market performance and a timeline of events for the past quarter. It begins with a global overview, then features the…

Spring Money Tips: 7 Ways to Dust Off Your Finances This Season

Use This Season to Reassess and Refresh The season of spring leads many of us to want to dust off the weariness of winter and…

The Financial Impact of Divorce After Age 50

‘Gray Divorce’ and Important Implications to Consider Facing a divorce after the age of 50, especially as you near retirement, can be especially fraught with…

Creating a Lasting Legacy: Strategies for First-Generation Wealth Building

Creating a Lasting Legacy: Strategies for First-Generation Wealth Building

Strategies to Manage and Grow Your Assets for the Next Generation If you have a desire to build wealth from the ground up for yourself…

Tax-Efficient Estate Planning Tips for High-Net-Worth Families

Strategies to Manage Your Wealth Estate planning can be complex, both from a legal and financial perspective, as well as a personal one. Thinking <a…

Money Moves for 2024: A Roadmap to Success

New Year, New Goals: Planning Your Money Moves for 2024

Smart Money Moves: Will You Start the New Year with a Roadmap to Success? The coming of a new year inspires much thinking and planning….

Investing Fundamentals: Building Wealth for the Future

Investing Fundamentals: Building Wealth for the Future

Learn the Fundamentals to Develop a Comprehensive Approach Effective financial planning and management can play a role in wealth building. A solid wealth-building strategy can…

Three Financial Resolutions for Widows in 2024

Positive Steps for Facing New Financial Realities Losing a spouse is a devastating experience. The emotional toll is difficult enough, but many widows also face…

Join Our Mailing List

Stay in the loop with exclusive financial insights and updates! Join our mailing list today to receive the latest news and tips from Boerum Hill Financial Advisors.