Boston Financial Management is excited to welcome two new Managing Directors to the team, Yvan P. Bodart, CFA, and Donna M. Scotti. As a Wealth Manager and Managing Director, Yvan works with individuals, families, and institutions to collaboratively develop and...
by Alisa Kim O’Neil, JD, CTFA, AEP®, CDFA®, Co-Chief Planning Officer The IRS has released its annual inflation-adjusted figures for 2023. We have summarized several key points to help you start planning for the new year. If you have any questions, please...
