Building Confidence in Your Strategy for Retirement

By Mark Fissel
Posted 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. […]

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Tax Benefits of Homeownership After Tax Reform

By Mark Fissel
Posted 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 […]

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Have You Made Any of These Financial Mistakes?

By Mark Fissel
Posted 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 […]

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July 2018 Monthly Recap

By jporter
Posted 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 […]

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Do You Have an Exit Plan in Place for Your Business?

By Clint Edgington
Posted 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 […]

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Our Favorite Vacation Spots!

By Mark Fissel
Posted 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 […]

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Understanding Tax Refunds, Tax Deductions and Tax Credits

By Mark Fissel
Posted on June 22nd, 2018

What is the difference between a tax deduction and a tax credit? Tax deductions and credits are terms often used together when talking about taxes. […]

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Protect Your Heirs by Naming a Trust as IRA Beneficiary

By Mark Fissel
Posted on June 20th, 2018

Often, tax-qualified retirement accounts such as IRAs make up a significant part of one’s estate. Naming beneficiaries of an IRA can be an important part […]

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Going Public: An IPO’s Market Debut May Not Live Up to the Hype

By Mark Fissel
Posted on June 20th, 2018

An initial public offering (IPO) is the first public sale of stock by a private company. Companies tend to schedule IPOs when investors are feeling […]

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Quiz: Financial Facts That Might Surprise You

By Mark Fissel
Posted on June 20th, 2018

If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to […]

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