Four Points to Consider With Retirement Income Goals

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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

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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

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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?

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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?

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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?

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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

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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

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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

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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

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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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