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Is It Time to Declare Your Financial Independence?
By Mark FisselPosted 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 […]
Learn MoreJune 2019 Monthly Recap
By jporterPosted 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 […]
Learn MoreThe House Passes the SECURE Act
By Anne ZavagliaPosted 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 […]
Learn MoreBeacon Hill’s Shorthill talks about financial literacy with Ohio legislators
By Mark FisselPosted 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 […]
Learn MoreAs a business owner, what should I know before adding a financial wellness program?
By Mark FisselPosted 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% […]
Learn MoreFinancial Advice for Recent College Graduates
By Mark FisselPosted 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 […]
Learn MoreCharitable Giving After Tax Reform
By Mark FisselPosted on May 30th, 2019
Tax reform changes to the standard deduction and itemized deductions may affect your ability to obtain an income tax benefit from charitable giving. Projecting how […]
Learn MoreManaging Your Money in a Gig Economy
By Mark FisselPosted on May 30th, 2019
According to the Bureau of Labor Statistics, 16.5 million people rely on contingent or alternative work arrangements for their income.1 Often referred to as the […]
Learn MoreExchange-Traded Funds: ETF Strategies Can Be Trendy or Tried-and-True
By Mark FisselPosted on May 30th, 2019
As of January 2019, there were 2,007 exchange-traded funds (ETFs) listed in the United States, with about $3.6 trillion in total assets. Assets held in […]
Learn MoreTen Money-Saving Travel Tips
By Mark FisselPosted on May 30th, 2019
Exploring the world sounds fun and exciting, but it can be expensive to travel. However, there are ways to experience the trip of your dreams […]
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