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Perspectives / Blog


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

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Our Perspective on this Unsettling Environment
March 25, by B|O|S
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
Dreaming of Downsizing? An Upside Property Tax Consideration
November 11, by Judith Gordon
Property Taxes: The Often-Overlooked Transfer Tax
May 22, by Judith Gordon
IPO Windfall: How to Incorporate Charitable Giving Into Your Financial Plan
April 25, by Kevin Dorwin, CFP®
IPO Windfall? Consider the Big Picture First
March 29, by Kevin Dorwin, CFP®
Wealth Building Checklist for Successful 30-Somethings
March 28, by Kevin Dorwin, CFP®
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