posts by Mark - 10/87 - Beacon Hill Investment Advisory, LLC

Four Tips for Downsizing in Retirement

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting and emotionally draining task, but downsizing could be a savvy financial move, especially if you haven’t reached your retirement savings goals. 1. Set goals for downsizing Before you make any …

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Due Date Approaches for 2017 Federal Income Tax Returns

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. You’ll need these records whether you’re preparing your own return or paying someone else to …

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10 Trends For Defined Contribution Plans

The 2018 Defined Contribution Survey by San Francisco-based Callan has been released. Callan is a consultant to sponsors of defined contribution plans that advises on over $2 trillion across its client portfolio. Callan’s survey—the 11th installment—draws data from 152 401(k), 403(b), and government sponsored 457 plans. More than 90 percent hold assets exceeding $100 million; and …

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Deducting 2017 Property Losses from Your Taxes

Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you’ve suffered property loss as the result of a natural or man-made disaster in 2017, you may be able to claim a casualty loss deduction on your federal income tax return. What is …

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Is a nursing home the only option for long-term care?

If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options. Home care Most people would prefer to stay in their homes as long as possible. Depending on your needs, you may only need help with some common daily living activities …

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