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June 2017 Monthly Recap

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Advisor Spotlight

Beacon Hill welcomes Advisor, Greg Sazdanoff, CFP® as the newest member of our team! Greg graduated from Youngstown State University with a B.S. in Finance. Greg has been providing financial planning for clients since 2011.

Greg recently relocated to Columbus from Cleveland with his wife, Kelsie.Since moving to Columbus, they have enjoyed spending time with family and friends, and exploring the city on the many different bike trails.

Be sure to say hello to Greg the next time you stop in!

Arts Festival

The 2017 Columbus Arts Festival will be held along Columbus’ beautiful downtown Riverfront on June 9, 10 & 11. The Riverfront will again be transformed into a stunning outdoor art gallery as the nation’s top artists display their work and attract art enthusiasts from all over the country.Read More

Fiduciary Rule’s Best Interest Stays

In opting to not attempt another delay of the fiduciary rule’s impartial conduct standards, Labor Secretary Alexander Acosta showed deference to the rule of law. Read More

Setting Up a SIMPLE IRA Plan

Looking for a retirement plan for your employees that’s easy and inexpensive to administer? Well, there may be a simple answer: the Savings Incentive Match Plan for Employees of Small Employers, better known as the SIMPLE IRA plan. Read More

Four Numbers You Should Know

When it comes to your finances, you might easily overlook some of the numbers that really count. Here are four to pay attention to now that might really matter in the future. Read More

HSAs on the Rise

Health savings accounts — and the assets within them — are rising quickly, as both employers and employees try to find ways to pay for health care. Still, a number of the features of HSAs are still underutilized. Read More

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