June 2019 Monthly Recap

Shorthill Promotes Financial Literacy with Ohio Legislators

Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming number of people who have trouble managing spending, let alone make intelligent investment decisions. Because of this, Beacon Hill is directly involved in the efforts by the Financial Planning Association of Ohio. Read More

The House Passes the SECURE Act

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan. In an effort to bridge the savings gap, a number of bills have been introduced to Congress this year. The Setting Every Community Up for Retirement Enhancement Act of 2019, known as the Secure Act, passed the House of Representatives on May 23rd. Read More

Charitable Giving After Tax Reform

Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how you’ll be affected by these changes while there’s still time to take action is important. Read More

Time for a Mid-Year Investment Check

Many investors may be inclined to review their portfolios only when markets hit a rough patch, but careful planning is essential in all economic climates. So whether the markets are up or down, periodically reviewing your portfolio with your financial professional can be an excellent way to keep your investments on track, and midway through the year is a good time for a checkup. Read More