Category
August 2018 Monthly Recap
By jporterPosted on August 6th, 2018
ESOPs: Sell Your Business and Give Employees the Upside of Ownership by Anne Zavaglia An Employee Stock Owndership Plan (“ESOP”) offers a tax advantaged way […]
Learn MoreESOPs: An Exit Plan for the Retiring Business Owner
By Anne ZavagliaPosted on August 2nd, 2018
An Employee Stock Ownership Plan, or ESOP, offers a tax advantaged way for a business owner to get liquidity from the business while sharing the […]
Learn MoreWhat Are We Reading?
By Meredith StoudtPosted on August 2nd, 2018
What is Beacon Hill staff reading this summer? Find out below! Mark: I am currently reading “12 Rules for Life: An Antidote to Chaos” by […]
Learn MoreWhat is the Federal Funds Rate?
By Mark FisselPosted on July 27th, 2018
The federal funds rate is the interest rate at which banks lend funds to each other from their deposits at the Federal Reserve (the Fed), […]
Learn MoreBuilding Confidence in Your Strategy for Retirement
By Mark FisselPosted on July 27th, 2018
Each year, the Employee Benefit Research Institute (EBRI) conducts its Retirement Confidence Survey to assess both worker and retiree confidence in financial aspects of retirement. […]
Learn MoreTax Benefits of Homeownership After Tax Reform
By Mark FisselPosted on July 26th, 2018
Buying a home can be a major expenditure. Fortunately, federal tax benefits are still available, even after recent tax reform legislation, to help make homeownership […]
Learn MoreHave You Made Any of These Financial Mistakes?
By Mark FisselPosted on July 25th, 2018
As people move through different stages of life, there are new financial opportunities — and potential pitfalls — around every corner. Have you made any […]
Learn MoreJuly 2018 Monthly Recap
By jporterPosted on July 6th, 2018
Do You Have an Exit Plan in Place for Your Business? by Clint Edgington Exit planning is something that all business owners will have to […]
Learn MoreDo You Have an Exit Plan in Place for Your Business?
By Clint EdgingtonPosted on July 2nd, 2018
Exit planning is something that all business owners will have to face at some point. Like being the executor of an estate, it is usually […]
Learn MoreOur Favorite Vacation Spots!
By Mark FisselPosted on July 2nd, 2018
Where does Beacon Hill like to vacation? See our staff answers below! Clint: Jenny and I love Maui. There is a great combination of water […]
Learn More