posts by Mark - 4/76 - Beacon Hill Investment Advisory, LLC

On Rothification, industry finds a friend in Wall Street foe

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Last week, lawmakers began the intricate process of parsing which itemized deductions in the tax code could be used to pay for lower individual rates under tax reform, as the Senate Finance Committee held the first of what is expected to be many hearings on how to deliver middle-class tax relief. The committee was divided …

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How to receive your Social Security statements

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Your Social Security Statement provides important information about your Social Security record and future benefits. For several years, the Social Security Administration (SSA) mailed these statements every five years to people starting at age 25, but due to budgetary concerns, the SSA has stopped mailing Social Security Statements to individuals under age 60. Workers age …

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Company Stock and Your Portfolio

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The opportunity to acquire company stock — inside or outside a workplace retirement plan — can be a lucrative employee benefit. But having too much of your retirement plan assets or net worth concentrated in your employer’s stock could become a problem if the company or sector hits hard times and the stock price plummets. …

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Managing Debt While Saving for Retirement

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It’s a catch-22: You feel that you should focus on paying down debt, but you also want to save for retirement. It may be comforting to know you’re not alone. According to an Employee Benefit Research Institute survey, 18% of today’s workers describe their debt level as a major problem, while 41% say it’s a …

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Hurricane Harvey Relief Fund

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A number of organizations are working to provide relief to those affected by Hurricane Harvey.  A charity we support, recommended to us by Dan Sharpe, of the Columbus Foundation, is the Hurricane Harvey Relief Fund, housed by the Greater Houston Community Foundation. Dan said the best type of donation for victims is money, which “allows …

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