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Reviewing Your Estate Plan
By Mark FisselPosted on November 29th, 2018
An estate plan is a map that explains how you want your personal and financial affairs to be handled in the event of your incapacity […]
Learn MoreNovember 2018 Monthly Recap
By jporterPosted on November 7th, 2018
Beacon Hill Welcomes Anna Ursu Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as […]
Learn MoreRetirement Contribution Limits Increase in 2019
By Anne ZavagliaPosted on November 5th, 2018
The IRS has announced retirement contribution limits for 2019. It will be the first time in six years that Individual Retirement Accounts have seen an […]
Learn MoreThe Tech Sector Could Be Dominating Your Portfolio
By Clint EdgingtonPosted on November 5th, 2018
While the Tech Sector isn’t “dominating” any of our clients portfolio, the below article does a good job of highlighting how “The Market” is referred […]
Learn MoreBeacon Hill Welcomes Anna Ursu!
By Mark FisselPosted on November 5th, 2018
Anna Ursu is the newest member of the Beacon Hill team. She joins us after spending several years as the Associate Director of Finance and […]
Learn MoreTen Year-End Tax Tips for 2018
By Mark FisselPosted on November 2nd, 2018
Our summaries on The Tax Cut and Jobs Act as well as Tax Reform 2.0 give a great roadmap on how to utilize the new […]
Learn MoreOctober 2018 Monthly Recap
By jporterPosted on October 11th, 2018
Opportunity Zones By Clint Clint Edgington, CFA My most recent research has been on Opportunity Zones, and Qualified Opportunity Zone Funds (“QOZ Funds”), and the […]
Learn MoreOpportunity Zones
By Clint EdgingtonPosted on October 5th, 2018
One reason I love my job is that I get to carve out a slice for “Nerd Out” time. This is time spent reading research, […]
Learn MoreTax Reform 2.0
By Anne ZavagliaPosted on October 2nd, 2018
The House passed three tax bills, known as Tax Reform 2.0, at the end of September. The legislation can now advance to the Senate, though […]
Learn MoreTime to Submit College Financial Aid Forms
By Mark FisselPosted on September 25th, 2018
For the 2019-2020 school year, the federal government’s financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on […]
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