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Four Points to Consider With Retirement Income Goals
By Mark FisselPosted 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 […]
Learn MoreGovernment Report Details Household Finances
By Mark FisselPosted 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 […]
Learn MoreMarch 2018 Monthly Recap
By jporterPosted 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 […]
Learn MoreHow does working affect Social Security retirement benefits?
By Mark FisselPosted 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 […]
Learn MoreCollege Saving: How Does a 529 Plan Compare to a Roth IRA?
By Mark FisselPosted 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 […]
Learn MoreBusiness Owners: Should You Consider a Wellness Program for Your Employees?
By Mark FisselPosted 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 […]
Learn MoreSettling an Estate: Executors Inherit Important Title
By Mark FisselPosted 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 […]
Learn MoreFour Tips for Downsizing in Retirement
By Mark FisselPosted 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 […]
Learn MoreDue Date Approaches for 2017 Federal Income Tax Returns
By Mark FisselPosted 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 […]
Learn MoreFebruary 2018 Monthly Recap
By jporterPosted 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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