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Socially Responsible Investing: Aligning Your Money with Your Values

Sustainable, responsible, and impact (SRI) investing (also called socially responsible investing) has been around for a long time, but growing interest has moved it into the mainstream. U.S. SRI assets reached $12 trillion in 2018, 38% more than in 2016. SRI investments now account for about one-fourth of all professionally managed U.S. assets.1 Surveys suggest …

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December 2019 Monthly Recap

Nest Opportunity Fund The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant tax advantages. We invest in residential real estate located in America’s underserved communities. Nest Opportunity Fund is appropriate for accredited investors who have over $100k in capital gains realized in …

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2020 Contribution Limits

The IRS has announced Cost-of-Living adjustments for contribution limits to 401(k)s and other qualified plans for 2020. Contributions to IRAs will remain the same. See the chart below to see how the changes will affect you. Type of Limitation 2020 2019 401(k), 457 and 403(b) maximum annual elective deferral limit $19,500 $19,000 401(k), 403(b), or …

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What are the new HRA options that will be available to employers in 2020?

Health reimbursement arrangements (HRAs) are employer-sponsored accounts that help employees pay for health-care expenses on a tax-advantaged basis. An employer establishes HRA accounts on behalf of employees and allocates a certain amount of money to them each year. Funds accumulate tax-free and are used to reimburse employees for qualified medical expenses such as health insurance …

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Do Gift Cards Expire?

Gift cards are popular and convenient gifts (to give and receive) for many occasions. But is it possible for gift cards to expire before they’re used? The short answer is yes: Gift cards can expire. But federal laws help protect consumers by regulating when gift certificates and cards expire. The Credit Card Accountability Responsibility and …

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