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Hindsight Is 2020: What Will You Do Differently This Year?
By Mark FisselPosted on December 31st, 2019
According to a recent survey, 76% of Americans reported having at least one financial regret. Over half of this group said it had to do […]
Learn MoreSocially Responsible Investing: Aligning Your Money with Your Values
By Mark FisselPosted on December 31st, 2019
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 […]
Learn MoreDecember 2019 Monthly Recap
By Mark FisselPosted on December 5th, 2019
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 […]
Learn More2020 Contribution Limits
By Mark FisselPosted on December 3rd, 2019
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 […]
Learn MoreWhat are the new HRA options that will be available to employers in 2020?
By Mark FisselPosted on December 2nd, 2019
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 […]
Learn MoreDo Gift Cards Expire?
By Mark FisselPosted on December 2nd, 2019
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 […]
Learn MoreShould I sign up for an identity theft protection service?
By Mark FisselPosted on December 2nd, 2019
Unfortunately, data breaches are now normal, everyday occurrences in our society. As a result, many companies are offering services to help you protect your personal […]
Learn MoreEstate Planning: Consider the Tax Basis of Gifted or Inherited Property
By Mark FisselPosted on December 2nd, 2019
Tax basis can be important when deciding whether to make gifts now or transfer property at your death. This is because the tax basis of […]
Learn MoreFIRE: Four Things You Need to Know About This Hot Retirement Movement
By Mark FisselPosted on December 2nd, 2019
Many workers look forward to the day they can finally retire, and for some, an early retirement would be a dream come true. Others are […]
Learn MoreCollege Savings & Financial Aid
By Mark FisselPosted on December 2nd, 2019
529 Plans Are Hard to Beat Raising kids is hard enough, so why not make things easier for yourself when it comes to saving for […]
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