Understanding the SEC’s expanded new rules for broker conduct

By Anne Zavaglia
Posted on July 2nd, 2019

The death of the U.S. Dept. of Labor’s Fiduciary Rule last year left a hole in efforts to expand “rules of the road” for fiduciary […]

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Should You Invest Internationally?

By Mark Fissel
Posted on July 1st, 2019

Investing in foreign stocks provides access to a world of opportunities outside the United States, which may help boost returns and manage risk in your […]

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Have You Checked Your Tax Withholding Lately?

By Mark Fissel
Posted on July 1st, 2019

If you were unpleasantly surprised by the amount of tax you owed or the amount of your tax refund when you filed your 2018 tax […]

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Why Not Do It Now? New Research on Procrastination

By Mark Fissel
Posted on July 1st, 2019

Do you have a tendency to push off important tasks? Do you do things at the last minute, or maybe not do them at all? […]

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Is It Time to Declare Your Financial Independence?

By Mark Fissel
Posted on June 27th, 2019

No matter how much money you have or which life stage you’re in, becoming financially independent starts with a dream. Your dream might be to […]

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June 2019 Monthly Recap

By jporter
Posted on June 9th, 2019

Shorthill Promotes Financial Literacy with Ohio Legislators Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming […]

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The House Passes the SECURE Act

By Anne Zavaglia
Posted on May 30th, 2019

Many Americans do not have enough saved for retirement, with only 51% of workers having access to a work place retirement plan[i]. In an effort […]

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Beacon Hill’s Shorthill talks about financial literacy with Ohio legislators

By Mark Fissel
Posted on May 30th, 2019

The evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming number of people who have trouble […]

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As a business owner, what should I know before adding a financial wellness program?

By Mark Fissel
Posted on May 30th, 2019

Financial wellness programs are gaining traction among employee benefit offerings, and for good reason: In an International Foundation of Employee Benefit Plans (IFEBP) survey, 96% […]

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Financial Advice for Recent College Graduates

By Mark Fissel
Posted on May 30th, 2019

You’ve put in the hard work as a college student and finally received your diploma. Now you’re ready to head out on your own. And […]

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