Publications

Four Points to Consider When Setting a Retirement Income Goal

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No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four considerations to help you get started. 1. When do you plan to retire? The first question to ponder is your anticipated retirement age. Many people base their target retirement date …

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Government Report Details Household Finances

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Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state of U.S. households. The survey is one of the nation’s primary sources of information on the financial condition of different types of households. Here are a few interesting observations gleaned from the most recent surveys …

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March 2018 Monthly Recap

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Advisor Spotlight Beacon Hill welcomes Chris Bright as the newest member of our team! Chris’s experience as an Advisor and servicing Fortune 1000 retirement plans will further bolster Beacon Hill’s service for both our individual clients and 401(k) Plans. Chris received his Master’s degree in financial economics from Ohio University and bachelor’s degrees in economics …

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How does working affect Social Security retirement benefits?

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If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement benefits while you’re still employed. The answer is yes. But depending on your age, earnings from work may affect the amount of your Social Security benefit. If you’re younger than …

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

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529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997, to give people a tax-advantaged way to save for retirement. But a funny thing happened along the way — some parents adapted the Roth IRA as a …

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