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How (and Why) Employers Display Paternalism in the Workforce
By Mark FisselPosted on August 1st, 2014
Author: Mark Fissel We have found that business owners and decision makers generally have their employees’ best interest at heart through all stages of their […]
Learn MoreSummer 2014 Newsletter: 401(k) and IRA Rule Changes
By Mark FisselPosted on July 1st, 2014
2014 Summer Newsletter (Download PDF) As the top 401(k) consultants in Columbus, Ohio, Beacon Hill Investment Advisory offers quarterly updates packed with up-to-date information to […]
Learn MoreThe Markets — July 2014
By Mark FisselPosted on July 1st, 2014
After a rocky start, the quarter eventually made up for domestic equities’ earlier losses. As winter weather finally lost its chokehold on the U.S. economy, […]
Learn MoreQuarterly Economic Perspective — July 2014
By Mark FisselPosted on July 1st, 2014
The end of winter weather brought greater relief than usual this spring, especially after gross domestic product was shown to have contracted strongly in Q1. […]
Learn MoreIs There A New One-Rollover-Per-Year Rule for IRAs?
By Mark FisselPosted on June 25th, 2014
Yes–starting in 2015. The Internal Revenue Code says that if you receive a distribution from an IRA, you can’t make a tax-free (60-day) rollover into […]
Learn MoreHave The Rules for 401(k) In-Plan Roth Conversions Changed?
By Mark FisselPosted on June 25th, 2014
Yes. Thanks to the American Taxpayer Relief Act of 2012 (ATRA), the rules for making 401(k) in-plan Roth conversions have gotten substantially easier. (These rules […]
Learn MoreEconomic Perspective – May 2014
By Mark FisselPosted on June 2nd, 2014
The Month in Review The U.S. economy contracted at an annualized rate of 1% during Q1 2014; the Bureau of Economic Analysis said it was […]
Learn MoreMarket Recap – May 2014
By Mark FisselPosted on June 2nd, 2014
The Markets “Sell in May, go away” wasn’t a winning strategy last month. Investors regained interest in Nasdaq stocks, giving the index its strongest gains […]
Learn MorePersonal Finance Tips for New Graduates
By Mark FisselPosted on May 27th, 2014
You’ve marched along to Pomp and Circumstance and collected your diploma–now you’re ready to finally head out on your own. Maybe you have student loans […]
Learn MoreTop 10 Tax Breaks You’ll Miss in 2014
By Mark FisselPosted on May 27th, 2014
You probably didn’t notice, but when the clock struck midnight on December 31, 2013, a number of popular tax benefits, commonly included in the list […]
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