by Boston Financial Management | Sep 18, 2020 | In the News
Mike Brown, Vice Chair and Managing Director, was recently featured in SumNews Magazine’s “Member Spotlight”, included in the September 2020 publication. SumNews is a publication of Massachusetts Society of CPAs (“MSCPA”) and is a...
by Boston Financial Management | Sep 16, 2020 | Special Edition
Each quarter, Boston Financial Management publishes a presentation of our latest views, highlighting important trends in the economy and the financial markets. Our team recently completed its latest update as highlighted in this post. As always, the team here at...
by Boston Financial Management | Sep 14, 2020 | BFM Insights
by Kathy Sablone, JD, AEP®, Director of Wealth Planning It may be hard to believe but, when a child or grandchild turns 18, he or she is now considered an “adult” in the eyes of the law in Massachusetts and many other states. Although you may still view...