by Boston Financial Management | Aug 24, 2022 | Financial Life 101
by Katie E. Exchange, CFP® | Associate Wealth Manager Boston Financial Management’s Financial Life 101 Series is designed for the next generation of investors. Our goal is to empower and educate, so everyone, from novices to experts, can find the peace of mind that...
by Boston Financial Management | Aug 18, 2022 | BFM Insights
By Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA® and Kathy Sablone, JD, AEP®, Co-Chief Planning Officers Everyone hates homework, especially in the summertime, but when it comes to estate planning for your children, you may have some work to do before the school year...