February 2020 Monthly Recap

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Posted on February 5th, 2020

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time […]

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January 2020 Monthly Recap

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Posted on January 6th, 2020

The SECURE Act Signed into Lawby Anne Zavaglia, CFP® President Trump signed the Setting Every Community Up for Retirement Enhancement Act, better known as the […]

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December 2019 Monthly Recap

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Posted on December 5th, 2019

Nest Opportunity Fund The Team at Beacon Hill is proud to announce the launch of Nest. Nest is a positive impact investment fund with significant […]

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November 2019 Monthly Recap

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Posted on November 1st, 2019

Don’t Forget to Set Your Clocks Back! Daylight Savings Time ends this weekend, and it is time to “fall” back. Don’t forget to adjust your […]

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August 2019 Monthly Recap

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Posted on October 8th, 2019

  Protect Yourself from Fraud By Hayley Gillum Phone scams and cyber fraud are a serious threat in today’s world. It is important to us […]

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The Promise of Opportunity Zones

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Posted on July 24th, 2019

Described as a once-in-a-generation development incentive, the federally designated areas entice investors—both individuals and organizations—with the ability to defer, reduce or potentially altogether eliminate tax […]

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July 2019 Monthly Recap

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Posted on July 9th, 2019

Beacon Hill is Moving! Beacon Hill is moving to Dublin in September! Conveniently located on Franz Rd just north of Tuttle Blvd, we’ll have ample […]

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June 2019 Monthly Recap

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Posted on June 9th, 2019

Shorthill Promotes Financial Literacy with Ohio Legislators Evidence of the need for greater financial literacy surrounds us from the student debt crisis to the alarming […]

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May 2019 Monthly Recap

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Posted on May 11th, 2019

Opportunity Zone Update: New IRS Language The IRS recently cleared significant hurdles for investors interested in Opportunity Zone Funds with the release of its second […]

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March 2019 Monthly Recap

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Posted on March 11th, 2019

Beacon Hill Welcomes Hayley Gillum Hayley Gillum joined the Beacon Hill team in January as an Administrative Assistant. Ms. Gillum is a graduate of the […]

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