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Seminar: Learn How to Build Wealth and Eliminate Worry

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.Register for as many of these four sessions as you like:Worry-Free Retirement Read More...

Four Things Investors Can Control

By Aaron Bates, CFP®, Investment Advisor Representative One constant over the past three years has been the uncertainty that lingers with a volatile stock market.  As we move beyond the credit crisis of 2008, the intense focus on the economy has triggered paralyzing emotions of uncerta Read More...

Big decision-take Social Security early or wait!

When spouses of different ages retire can have a large impact on the expected payouts from Social Security.  The best strategy is not always obvious.  We can use our Social Security Analyzer to help you maximize your Social Security Payout. Just one nugget available in our February 7 semin Read More...

Why Investor Behavior is the Most Important Thing

Recently in Barron's, Martin Conrad wrote an article explaining why most investors perform poorly when compared to mutual fund returns--because our emotions lead us astray in stressful situations. Our trading decisions are nearly always wrong.One of the biggest values an investment advisor can add i Read More...

Worry-Free Retirement

Worry-Free Retirement4 Strategies to Get From Here to There For most people, retirement is a big deal and a major decision.3 Levers you control:Building Retirement Income Sources1.      Savings and Investments2.      Annuities3.    Read More...

Wealth Building Seminar Series

This Tuesday, March 20th, from 7:00-8:30pm we are continuing our Wealth Building Seminar Series with an event titled “Saving for Life: Growing and Protecting Your Savings.”  Brian Shepardson, a portfolio manager with James Investment Research will be presenting with our advisors to Read More...

Wealth Building Seminar Series

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.”  Along with Jack Vanosdall, local Read More...

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

Recently, our managing principal asked for my thoughts on two articles. I responded:Figure 1 in “How the Social Security Claiming Decision Affects Portfolio Longevity” tells much of the story.  Taking SS 4 or 8 years later may cause a retiree’s portfolio to last 5 or 10 yrs lo Read More...

Social Security Statements & Earnings Records

You may have noticed that the Social Security Administration didn’t mail you a copy of your Social Security Statement and Earnings Record this year prior to your birthday.  The SSA stopped mailing paper benefit estimates to workers last year as part of a budgetary cut. In February of Read More...

Whitcomb & Hess: CPAs & Financial Advisors

A trustworthy, experienced financial advisor is hard to find. Finding several under the same roof as your CPA is unprecedented. Welcome to Whitcomb & Hess. We are the only firm in the area that offers both CPA and Financial Services in-house. Our friendly, experienced team is here to provide gui Read More...
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