BFM Welcomes New Team Members!

BFM Welcomes New Team Members!

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...
Important Tax Numbers for 2023

Important Tax Numbers for 2023

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...