posts by Mark - 3/89 - Beacon Hill Investment Advisory, LLC

Reviewing Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance and because circumstances change over time, you should periodically review your estate plan and update it as needed. When should you review your estate …

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Beacon Hill Welcomes Anna Ursu!

Anna Ursu is the newest member of the Beacon Hill team.  She joins us after spending several years as the Associate Director of Finance and Administration at Capital Law School. Anna received her Bachelor’s Degree from The Ohio State University in Public Affairs Journalism and most recently completed her MBA from Capital University in May …

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Ten Year-End Tax Tips for 2018

Our summaries on The Tax Cut and Jobs Act as well as Tax Reform 2.0 give a great roadmap on how to utilize the new tax changes to your advantage, especially for business owners.  Those changes, while perhaps changing the math, don’t change the benefit that the more old fashioned tax minimization techniques can bring …

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Time to Submit College Financial Aid Forms

For the 2019-2020 school year, the federal government’s financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information and two-year-old income information from your 2017 tax return, which means you’ll have the income data you need when you sit down to complete the form. This …

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Life Insurance with a Refund

Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection for a stated or defined period of time, usually from one year to 30 years. If you die during the coverage term, your beneficiary receives the death benefit from the policy. But …

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