Our Writings

December 2018 Monthly Recap

Congratulations to Anne!

Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing on this full time going forward as a Financial Planner.

The CFP® designation is the gold standard for Financial Planning and requires 6,000 hours of planning experience, a college level program in financial planning, and a 6 hour exam.

While rigorous, Anne’s well rounded education spans bachelors and Masters degrees focusing on Financial Planning, Music, and Italian. Beacon Hill is lucky to have Anne on the team!

Ohio 529 Plans

You have until December 31 to make contributions to an Ohio 529 Plan. Contributions up to $4,000, per beneficiary, are deductible on your Ohio state income tax return- up from $2,000 in previous years. Read More

What’s Your Plan For Retirement?

Business owners often put their heart, soul, and nearly all of their money into their business. When it comes to retirement planning, they should not rely on selling their business as their only means of a nest egg for retirement. Business owners should consider a tax-advantaged retirement plan to supplement their strategy. Read More

Your Estate Plan

An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity or death. Due to its importance, and because circumstances change over time, you should periodically review your estate plan and update it as needed. Read More

Year-End Review

December and January are the perfect months to look back at what you earned, saved, and spent, as W-2s, account statements, and other year-end financial summaries roll in. Read More

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