posts by Mark - 20/89 - Beacon Hill Investment Advisory, LLC

Kickstart Your College Fund with a 529 Plan

If you’re looking to save money for college, one option to consider is a 529 college savings plan. Created over 20 years ago and named after the section of the tax code that governs them, 529 plans offer a unique combination of features that have made them the 401(k)s of the college savings world. How …

Read more

Working in Retirement: What You Need to Know

Planning on working during retirement? If so, you’re not alone. Recent studies have consistently shown that a majority of retirees plan to work at least some period of time during their retirement years. Here are some points to consider. Why work during retirement? Obviously, if you work during retirement, you’ll be earning money and relying …

Read more

Books We Are Reading

Anne: Professionally: This month I am reading the Uniform Investment Advisor Uniform Law Exam Manual.  This book is long, over 700 pages! An informative book that focuses on the Uniform Securities Act. I am planning to take the Series 65 exam later this summer! For Fun: I am reading “Golden Girl Forever“, one of my favorite …

Read more

Expect delay of fiduciary rule’s full implementation

A prominent fiduciary expert is predicting that the January 1, 2018 scheduled compliance date for the Labor Department’s fiduciary rule’s prohibited transaction exemptions will be delayed for up to a year. Writing in a blog post, Fred Reish, chair of the financial services ERISA Team at Drinker Biddle & Reath, said the extent of the …

Read more

The Health-Wealth Connection

It’s a vicious cycle: Money is one of the greatest causes of stress, prolonged stress can lead to serious health issues, and health issues often result in yet more financial struggles. The clear connection between health and wealth is why it’s so important to develop and maintain lifelong plans to manage both. The big picture …

Read more