by Boston Financial Management | Nov 15, 2022 | Announcement
BFM among top 150 Fee-Only RIAs in AUM Boston Financial Management has been named an RIA leader of 2022 by AUM, according to business information company Financial Planning. Boston Financial Management was ranked No. 102 by assets under management. At the time of the...
by Boston Financial Management | Nov 14, 2022 | BFM Insights
by Kathleen M. Sablone, JD, AEP®, Co-Chief Planning Officer Massachusetts Question 1, sometimes referred to as the “Millionaires’ Tax” or the “Fair Share Amendment,” has been approved by voters. As a result, a 4% surtax will be imposed on any income over $1 million...