Fall 2015 Newsletter
By jporterPosted on October 9th, 2015
Spotlight
Beacon Hill welcomes Anne Zavaglia as the newest member of our team. Anne joined Beacon Hill in July of this year as the new Relationship Manager. Anne graduated from the Ohio State University, and also studied at the University of Urbino and the CLIC School, both in Italy. She has received her Executive Certificate in Financial Planning and plans to sit for her CFP exam in 2016. Anne ran her family’s music store and was previously a mortgage loan officer, which lead to her interest in financial planning. Outside of the office, Anne plays the violin with 3 local orchestras, including the New Albany Symphony, and a quartet. Anne lives in Columbus with her husband Mark and two daughters. The next time you call be sure to say hello to the newest member of our team!
Celebrate Columbus Day
The Columbus Italian Festival is held every year on Columbus Day weekend in the heart Italian Village. Just north of downtown, surrounding the historic St. John the Baptist Catholic Church, the Italian festival offers some of the city’s best Italian food as well as live entertainment, rides, shopping, and the Columbus Day Italian Parade!
Retirement Plans Can Tip the Balance in Job Offers
Given the choice, prospective employees are more likely to opt for the job that offers an employer-sponsored retirement plan over one that provides a higher salary. (Read More)
Common 401(k) Misconceptions
Do you really know as much as you think you do about your 401(k) plan? Let’s find out. (Read More)
Tax Planning Basics
As the end of the 2015 tax year approaches, set aside some time to evaluate your situation and consider potential opportunities. (Read More)
Reduce Employee Training Costs
Ohio business grants provide funding to reduce the cost of employee training. The program allows up to $4,000 reimbursement per employee per fiscal year. (Read More)