Learning Center

Blog posts tagged with "retirement"

Keep informed about what is going on with our company and the rest of the financial world. We're working daily to ensure we're offering our clients valuable and relevant services. Check out our archive below and learn what we're doing on your behalf.

Newsletters

Social Security Statements & Earnings Records

By Tracy Eichelberger, Investment Advisor | May 14, 2012
You may have noticed that the Social Security Administration didn't mail you a copy of your Social Security Statement

Keywords: retirement, social security | Be the first to comment

Effect of Delaying Social Security on Portfolio Longevity & Expected Lifetime Benefits

By Roger Kramer, CPA, CITP | May 8, 2012
Thoughts on "How Social Security Claiming Decision Affects Portfolio Longevity" and "Value of Delaying Social Security Benefits".

Keywords: investment advisors, investments, planning, retirement, social security

Wealth Building Seminar Series

By Jim Hess | April 20, 2012
Next Tuesday, April 24th, from 7:00-8:30pm at Ashland University Convocation Center, we will continue the third session in our Wealth Building Seminar Series with an event titled, “Leaving a Legacy: The 4 Best Ways to Transfer Assets to Your Kids.”

Keywords: estate planning, financial advisors, financial planning, retirement, saving

Wealth Building Seminar Series

By Ryan Gilmer, Investment Advisor | March 16, 2012
Wealth Building Seminar Series, Saving for Life: Growing and Protecting Your Savings.

Keywords: estate planning, financial advisors, financial planning, retirement, saving | Be the first to comment

Worry-Free Retirement

By Tracy Eichelberger, Investment Advisor | February 3, 2012
For most people, retirement is a big deal and a major decision. There are 3 Levers you control

Keywords: financial planning, retirement | Be the first to comment

Big decision-take Social Security early or wait!

By Roger Kramer, CPA, CITP | February 2, 2012
Different aged spouses retirement ages can have a large impact on the expected payouts from Social Security. The best strategy is not always obvious.

Keywords: financial advisors, financial planning, retirement, social security

Why Investor Behavior is the Most Important Thing

By Ryan Gilmer, Investment Advisor | February 2, 2012
Long term investing is difficult, but not for the reasons you might think.

Keywords: investments, retirement | Be the first to comment

Four Things Investors Can Control

By Aaron Bates, Investment Advisor | January 10, 2012
How much should I be saving for retirement? How much should I spend during retirement? When can I retire?

Keywords: retirement | Be the first to comment

Seminar: Learn How to Build Wealth and Eliminate Worry

December 30, 2011
The Whitcomb & Hess team is pleased to announce four seminars that will help you build wealth and eliminate worry. You'll get practical learning and walk away with a new level of peace about your financial future.

Keywords: business planning, estate planning, financial planning, investments, retirement, saving, seminar

Learning Center Archive