Our Writings

March 2018 Monthly Recap


Advisor Spotlight

Beacon Hill welcomes Chris Bright as the newest member of our team! Chris’s experience as an Advisor and servicing Fortune 1000 retirement plans will further bolster Beacon Hill’s service for both our individual clients and 401(k) Plans. He received his Master’s degree in financial economics from Ohio University and bachelor’s degrees in economics and strategic communications from the Ohio State University.

Chris sits on the leadership council of NextGen Dublin. He enjoys golf, Lacrosse and Buckeye Football. He and his wife, Carla reside in Dublin and are expecting their first child this summer!

“I’m really excited to work with the team at Beacon Hill. For a smaller shop, the breadth of knowledge the team brings to our client base is impressive. I could tell right away that the future is bright for this Firm and I could not be happier to be a part of it.”

 

St. Patrick’s Day Parade

Head to downtown Columbus this St. Patrick’s day to enjoy the parade! Hosted by The Shamrock Club of Columbus, the parade begins 11am near St. Patrick Church. Read More

TD Ameritrade

As of Monday, February 26, Scottrade® accounts officially transitioned to TD Ameritrade Institutional. Clients may access their account(s) online at AdvisorClient.com. When logging in for the first time, Clients should use their Scottrade® advisor-managed account number as the User ID and their current Scottrade password. If you don’t remember your Scottrade password, a reset option is available on the log-in page.

You will be automatically prompted to link any accounts that have the same Tax ID number and date of birth upon initial login. We will be reaching out to clients with account linking forms that may be used to link any other accounts early next week.

Social Security While Working

If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you’re still employed. Read More

2017 Federal Tax Filing

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands on a copy of your 2016 tax return and gathering W-2s, 1099s, and deduction records. Read More

529 Plan vs. Roth IRA

529 plans were created 22 years ago as a tax-advantaged way to save for college. The following year, Roth IRAs were created to give people a tax-advantaged way to save for retirement. Along the way, some parents adapted the Roth IRA as a college savings tool. Read More

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