BoardwalkFinancial

About BoardwalkFinancial

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So far BoardwalkFinancial has created 3 blog entries.

Do I Need a Will? What About Life Insurance?

2021-06-21T19:11:32+00:00 June 21st, 2021|

Estate planning and personal risk management are usually not dinner table topics. And if there is going to be a conversation about personal finance among friends and family, these days a betting person would guess Dogecoin or AMC’s stock price would come up before wills or life insurance. That’s okay, they certainly are more interesting!

Spring Is in the Air but Your Tax Planning Shouldn’t Have to Be

2021-03-10T21:18:15+00:00 March 10th, 2021|

For many, spring is one of the best times of the year – mostly because of melting snow and warm sunshine, and less so because of tax filing. Throughout 2020, Boardwalk actively adjusted tax recommendations for each of our clients’ specific needs in response to the CARES Act, portfolio tax-efficiency, and changes in income for

How Much Does Your Attention Impact Your Finances?

2021-06-21T19:27:48+00:00 November 13th, 2018|

Many of the most recent breakthroughs in financial research have been discovered by psychologists rather than economists or investment researchers.  The branch of study they’ve pioneered is known as “behavioral finance.”  This was evidenced in 2002, when the Nobel Prize in Economics was given to psychologist Daniel Kahneman.  The insights gained from research in behavioral finance reveal how our brains