2018: Economy Hums While the Market Drops

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Posted on January 8th, 2019

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the […]

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Will the Shutdown Affect Tax Season?

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Posted on January 7th, 2019

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]

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Women face challenges when planning for retirement.

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Posted on January 7th, 2019

Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer […]

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Key Retirement and Tax Numbers for 2019

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Posted on January 7th, 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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The Tech Sector Could Be Dominating Your Portfolio

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Posted on November 5th, 2018

While the Tech Sector isn’t “dominating” any of our clients portfolio, the below article does a good job of highlighting how “The Market” is referred […]

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Beacon Hill Welcomes Anna Ursu!

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Posted on November 5th, 2018

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 […]

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Ten Year-End Tax Tips for 2018

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Posted on November 2nd, 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 […]

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Time to Submit College Financial Aid Forms

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Posted on September 25th, 2018

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 […]

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Life Insurance with a Refund

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Posted on September 25th, 2018

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 […]

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Down the Donut Hole: The Medicare Coverage Gap

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Posted on September 25th, 2018

One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the “donut hole.” It may be clearer if you consider […]

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