posts by Mark - 3/83 - Beacon Hill Investment Advisory, LLC

Quiz: Can You Answer These Social Security Benefit Questions?

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Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Questions 1. Can you receive retirement and disability benefits from Social Security at the same time? a. Yes b. No 2. If your ex-spouse …

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Dividend Investing: Small Payments Can Boost Returns

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Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Of the two, capital appreciation carries the greatest potential for return, but it also carries the greatest potential for loss. And any gains or losses are only …

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Tips for Creating a Budget and Paying Off Credit Card Debt

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Creating a Budget It’s a common problem for many individuals — wondering exactly where your paycheck goes each month. After paying expenses, such as your mortgage, utilities, and credit card bills, you may find little left to put toward anything else. Creating a budget is the first key to successfully manage your finances. Knowing exactly …

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Should You Consider a Wellness Program for Employees?

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Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may indeed bring a variety of organizational benefits, depending on overall objectives and program design. Focusing only on return on investment (ROI) results, however, could provide too narrow a view of …

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DC Circuit Dismisses NAFA Appeal of the Fiduciary Rule

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The U.S. Court of Appeals for the District of Columbia Circuit has officially dismissed the National Association for Fixed Annuities’ appeal of a lower court decision upholding the Labor Department’s fiduciary rule. In March, NAFA and the Labor Department agreed to a voluntary dismissal of the appeal, after the 5th Circuit Court of Appeals issued …

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