Four Points to Consider With Retirement Income Goals

By Mark Fissel
Posted on March 30th, 2018

No matter what your age or stage of life, targeting a goal for monthly retirement income can seem like a daunting task. Following are four […]

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Government Report Details Household Finances

By Mark Fissel
Posted on March 30th, 2018

Every three years, the Federal Reserve sponsors the Survey of Consumer Finances (SCF), which collects information on the financial state of U.S. households. The survey […]

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March 2018 Monthly Recap

By jporter
Posted on March 6th, 2018

Advisor Spotlight Beacon Hill welcomes Chris Bright as the newest member of our team! Chris’s experience as an Advisor and servicing Fortune 1000 retirement plans […]

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How does working affect Social Security retirement benefits?

By Mark Fissel
Posted on March 1st, 2018

If you’re thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social Security retirement […]

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College Saving: How Does a 529 Plan Compare to a Roth IRA?

By Mark Fissel
Posted on March 1st, 2018

529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year […]

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Business Owners: Should You Consider a Wellness Program for Your Employees?

By Mark Fissel
Posted on February 22nd, 2018

Are employer wellness programs worth the investment? A review of some of the key studies examining the topic seems to indicate that such programs may […]

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Settling an Estate: Executors Inherit Important Title

By Mark Fissel
Posted on February 21st, 2018

Being named as the executor of a family member’s estate is generally an honor. It means that person has been chosen to handle the financial […]

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Four Tips for Downsizing in Retirement

By Mark Fissel
Posted on February 21st, 2018

Going through years of accumulated possessions and memories is probably not how you envisioned spending part of your retirement. It may sound like a daunting […]

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Due Date Approaches for 2017 Federal Income Tax Returns

By Mark Fissel
Posted on February 21st, 2018

Tax filing season is here again. If you haven’t done so already, you’ll want to start pulling things together — that includes getting your hands […]

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February 2018 Monthly Recap

By jporter
Posted on February 4th, 2018

Ohio 529 Plans Starting with the 2018 tax year, Ohio residents contributing to an Ohio 529 plan may deduct $4,000 from their state income tax! […]

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