Boston Harbor Wealth Advisors

03/01/2023

It is with great sadness and heavy hearts that Boston Harbor shares the passing of our colleague and friend, Robb Cohen. Robb had a sudden health complication that led to his passing. Even though the health issue was serious and required a battery of tests as well as a procedure, it appeared Robb was on the road to recovery and his spirits remained high the entire time. Robb was one of those people who found a way to see the glass as half full no matter the circumstances.

Robb joined Boston Harbor in 2018 as one of our early employees, but our relationship goes back to when we all worked together at Ameriprise. He will always be remembered for his positive attitude, unwavering loyalty, and intense work ethic. His goal was always to help in any way he could. He never did things for others with an expectation, other than the hope that others would be in a better place because of the work he did.

He touched a ton of people at Boston Harbor, advisors, operations, clients. He loved this company and all the people within it that he had a chance to interact with. He is going to be missed by us all.

05/05/2022

The Kentucky Derby is just days away! Imagine a horse you own striding across the famous finish line. Learn more about how securities-based lending can support your investment dreams.

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04/29/2022

Humans have harnessed the power of the sun since time immemorial, using it to tell time and start fires. And we've only gotten better at it. These days, interest in solar energy is soaring – and for good reason.

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04/28/2022

Curious about what the proposed IRA distribution guidelines would mean to you? Learn more.

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04/25/2022

You've worked long and hard to build your estate. Don't let blunders keep your wishes from being carried out and leave your family – and wealth – in the lurch. Here are a few lessons to keep in mind.

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04/21/2022

Buying a home in a superheated real estate market can be intimidating. That's why it's important to be prepared, and we're here to help.

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04/20/2022

You likely think of life insurance as a way to help your loved ones after you pass away – and it does. But there are other reasons to consider life insurance as part of your overall financial and estate plan.

04/14/2022

As a leader, figuring out how and where to put the resources you have to good use is an everyday challenge. But, managing your team's time with a few simple tactics can help you increase your productivity and allow the talent you have to really shine.

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04/13/2022

Thinking about opening or contributing to a Roth IRA? Learn more about the benefits of this type of retirement account and your possible eligibility to contribute.

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04/12/2022

The federal tax system involves a myriad of deductions and credits and a slew of different categories to help us define our income. Learn how interest income, capital gains, dividends and retirement income are treated at filing time.

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04/08/2022

Talking to kids about money is important. Though a class might help – and your advisor can be a valuable teacher's aide – your kids are still taking their cues from you. Here are some financial lessons to teach your kids at each age and stage.

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04/06/2022

Wondering if you need a trust if you already have a will? Learn about the benefits here.

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