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Articles

Woman in a suit holding a piece of paper. She is in an office setting.

Pre-Retirement Preparedness: Planning for Your Career Exit

Categories
Retirement
Jun 2, 2022
Grandmother and granddaughter knitting together

Retirement as a Single Woman

Categories
Retirement
May 30, 2022
Young woman pouring a drink for an older woman. They are sitting together at a table.

Talking to your Aging Parents about Finances

Categories
Retirement
May 26, 2022
An exit sign in a modern office building

Small Business Owner Retirement: Dealing with an Unexpected Exit

Categories
Retirement
May 23, 2022
A pair of reading glasses sitting on an open textbook. The book has content on taxes.

IRS Woes: Don't Let Taxes Derail Your Retirement Plans

Categories
Retirement
Tax Planning
May 19, 2022
A paper heart on a sting. There is a large tear down the middle, but it hasn't split the heart in half yet.

Divorce and Retirement: Here’s What You Need to Know

Categories
Retirement
Savings
May 16, 2022
An open book on a windowsill. The book is resting on a knit blanket, and there is a pair of reading glasses on top of the book.

Why You Need an Investment Philosophy

Categories
Investments
Finance
May 12, 2022
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.

How Habits can Impact Your Finances

Categories
Finance
May 9, 2022
Professionally dressed man and woman looking at a tablet

Why Financial Professionals Are Still Important

Categories
Robo Advisors
Finance
May 5, 2022
Hands holding a small wrapped present

Charitable Giving: Doing Your Due Diligence

Categories
Finance
Tax Planning
May 2, 2022
Two people having a picnic by a lake

How do I Start Planning for Retirement?

Categories
Retirement
Apr 28, 2022
Elderly woman doing yoga in a park

The New Normal Retirement

Categories
Retirement
Apr 25, 2022

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  • Home
  • About
    • Our Firm
    • Our Team
    • Our Philosophy
    • Why BH Asset Management?
      • Do you need an Advisor?
  • How We Help
    • Managing Finances
      • Managing Finances for Businesses
      • Managing Finances for Individuals
    • Estate Planning
    • Charitable Giving
    • Retirement Planning
  • Services
    • Private Portfolio Management
      • Investment Process & Strategy
      • Proprietary Research
      • Personal Attention
      • Client Solutions
    • Institutional Portfolio Management
  • Impact Investing
  • Resources
    • Financial Calculator
    • Articles
    • FAQ
  • Client Login
  • ‎

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Email: Info@BHAsset.com

777 West Putnam Avenue
Third Floor 
Greenwich, CT 06830
United States

Phone: (203) 987-6227

 

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New York, NY 10018
United States

Phone: (212) 575-0234

 

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Miami, FL 33131
United States

Phone: (786) 475-1280

 

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445 S. Figueroa Street, 31st Floor,
Los Angeles, California, 90071

Phone: (310)-951-2946

     

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