Publications

Don’t Let Rising Interest Rates Catch You by Surprise

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You’ve probably heard the news that the Federal Reserve has been raising its benchmark federal funds rate. The Fed doesn’t directly control consumer interest rates, but changes to the federal funds rate (which is the rate banks use to lend funds to each other overnight within the Federal Reserve system) often affect consumer borrowing costs. …

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June 2017 Monthly Recap

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Advisor Spotlight Beacon Hill welcomes Advisor, Greg Sazdanoff, CFP® as the newest member of our team! Greg graduated from Youngstown State University with a B.S. in Finance. Greg has been providing financial planning for clients since 2011. Greg recently relocated to Columbus from Cleveland with his wife, Kelsie.Since moving to Columbus, they have enjoyed spending …

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HSAs on the rise, but employees need to know more about them

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Health savings accounts — and the assets within them — are rising quickly, as both employers and employees try to find ways to pay for health care. Still, a number of the features of HSAs are still underutilized. Fidelity says that assets in its HSAs rose 50 percent in the past year, now topping $2 …

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Fiduciary rule’s best interest stays

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In opting to not attempt another delay of the fiduciary rule’s impartial conduct standards, Labor Secretary Alexander Acosta showed deference to the rule of law. That has frustrated the many opponents of the rule who had called on Acosta to delay the June 9 implementation date of the impartial conduct standards until Labor can complete …

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Setting Up a SIMPLE IRA Plan

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Looking for a retirement plan for your employees that’s easy and inexpensive to administer? Well, there may be a simple answer: the Savings Incentive Match Plan for Employees of Small Employers, better known as the SIMPLE IRA plan. A SIMPLE IRA plan lets your employees defer up to $12,500 in 2017 ($15,500 if age 50 …

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