Do I Need a Will? What About Life Insurance?
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,
Spring Is in the Air but Your Tax Planning Shouldn’t Have to Be
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,
How Much Does Your Attention Impact Your Finances?
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
