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Perspectives / Blog


Articles, podcasts, tips & resources from the team at B|O|S.

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Switching Jobs, Switching Your Retirement Savings Strategy
July 13, by Michelle Soto, CFP®, CDFA™
Estate Planning for Young Adults
June 25, by Judith Gordon
Navigating Key Provisions of The CARES Act
June 3, by Judith Gordon
Enhancing Your Legacy Planning With a Wealth Management Firm
May 18, by Judith Gordon
Estate Planning in the Time of COVID-19
April 14, by Judith Gordon
Required Minimum Distributions Waived in 2020
April 8, by Michelle Soto, CFP®, CDFA™
To Refi or Not To Refi
March 20, by Michelle Soto, CFP®, CDFA™
SECURE Act Benefits 529 Plans
March 12, by Sean Angelis, CFP®
4 SECURE Act Provisions B|O|S Clients With IRAs Need To Know
February 25, by Michelle Soto, CFP®, CDFA™
When the Waiting Is Not the Hardest Part: A Financial Aid Primer
February 18, by Colleen S. Supran, CFA
Estate Planning Strategies for Married Couples in the New Decade
February 18, by Judith Gordon
Preparing for Parenthood: A LGBTQ+ Quick Guide
November 11, by David Newson
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