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Our Phone System Is Down

April 17, 2019

Please be advised that our area is experiencing a phone line outage as of 1:00 pm on Wednesday, April 17th. We have been informed that this could persist though Friday, April 19th. If you need to reach us, please either call your advisor's cell phone

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Keywords: notice

Hints to Eliminate Monthly Bill Creep

March 20, 2019

Paying bills is inevitable, but paying too much is not. Are you aware of all the services you are paying for every month? Here are some tips to help you get a handle on your recurring monthly expenses...

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Oh No! Your Tax Refund is Now a Bill

March 13, 2019

If you are anticipating a nice refund this year, it may be a good idea to prepare yourself for a possible letdown.

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Keywords: tax bill, tax refund

Businesses: File on Time or Pay the Price!

March 6, 2019

March 15 is the tax-filing due date for calendar year S-corporations and partnerships. While this filing deadline does not require making a tax payment, missing the due date could cost you a hefty penalty.

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February Market Insight

March 1, 2019

Happy Birthday Bull! On the heels of another positive month in the market where virtually every asset class was positive, we prepare to recognize a remarkable milestone.

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Keywords: market insight

5 Things Every High School Senior Should Know

February 27, 2019

As the school year rolls into February, suddenly the realization sets in that high school seniors only have a few months left before graduation. Here are five things each graduate should understand before their big graduation day.

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Keywords: debt, investing, students

7 Tax-Free Ideas to Bolster Your Business Benefits Package

February 20, 2019

The benefits package offered by your business is extremely important to your employees. How important? A survey performed by the Society of Human Resource Management (SHRM) found that benefits are directly tied to overall job satisfaction...

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How to Correct Common Financial Mistakes

February 13, 2019

You’re working at the office, getting stuff done around the house, or hanging out with family when — wham! — a phone call, email or text alerts you that something is wrong with your finances.

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Tips to Protect Yourself from Tax Scams

February 6, 2019

Too many people downplay the threat of identity theft because it hasn't been witnessed or experienced firsthand. This false sense of security can leave you exposed, especially during tax season. Here are some tips to keep your identity safe

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IRS Announces 2019 Mileage Rates

January 30, 2019

Mileage rates for travel are now set for 2019. The standard business mileage rate increases by 3.5 cents to 58 cents per mile. The medical and moving mileage rates also increase by 2 cents to 20 cents per mile. Charitable mileage rates remain...

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Taking a Home Office Deduction

January 23, 2019

A great tax reduction idea, if done right! Cloud-based applications, extensive communication channels, and other new technologies make it easier to run your business out of your home. If you qualify, many home business expenses are deductible.

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How to Raise a Financially Savvy Child

January 16, 2019

If you have children (or grandchildren) you have an opportunity to give them a jump-start on their journey to becoming financially responsible adults. While teaching your child about money and finances is easier when you start early, it's never too l

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Every Business Needs Cash!

January 9, 2019

5 keys to better cash management - Focusing solely on sales and profits can create a surprise for any business when there is not enough cash to pay the bills. Here are five key principals to improve your cash management.

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Tips for a Faster Refund

January 2, 2019

As the tax filing season approaches, there are steps you can take now to speed up the filing process. The faster your return is filed, the faster you get your refund. Even if you end up owing money to the IRS, knowing the amount due sooner gives you

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Keywords: tax refund

The New Business Deduction

December 19, 2018

Stop worrying and start preparing new deduction is available to businesses with qualified business income (QBI). While that's great news, new deductions (especially ones with lots of rules) can bring anxiety and confusion. Never fear!

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Retirement Contributions Get a Boost in 2019

December 12, 2018

For the first time since 2013, the IRS is raising the contributions limits for IRAs. The maximum contribution for 401(k) accounts and IRAs is increasing by $500 for 2019. If you have not already done so, now is the time to plan for contributions

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6 Last-Second Money-Saving Tax Moves

December 5, 2018

As 2018 winds down, there is still time to reduce your potential tax obligation. Here are some ideas to make your 2018 tax return less of a burden on your wallet:

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The IRS Loves Your Business ... and That is NOT Good

November 28, 2018

The IRS continues to focus their audit activities in key small business areas. The wise business owner is well advised to be able to defend the following five areas to keep the IRS at a comfortable distance:

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Keywords: irs

How to Survive 3 Unavoidable Banking Trends

November 21, 2018

Smartphones and other technological advances enable banks to create products and services that dramatically change the way you bank. Here is a primer on three of the biggest banking trends and tips to protect your money:

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Keywords: banking trends

Retirees Should Check Withholdings...or Else...

November 14, 2018

According to a recent announcement by the IRS, retirees might not be withholding enough for taxes this year. This is due to vast tax changes in 2018, making old withholding levels obsolete. The IRS is urging retirees to check their withholdings now a

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Don't Let a Disaster Derail Your Business

November 7, 2018

With the recent frequency of hurricanes, earthquakes, tornadoes, floods and wildfires, it's worth reviewing ideas to ensure your business can survive if it faces its own disaster. Here are some steps you can take to create a disaster plan for your bu

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5 Annual Tax Essentials

November 1, 2018

The more things change the more they stay the same. This is especially true when it comes to reviewing your tax situation. Mark your calendar to review these essential items each year to ensure you are not missing something that could cause tax troub

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Hustling for Extra Income

October 31, 2018

Conduct an online search of the phrase "side hustle" and you will find websites with countless ideas on how you can make some money on the side. The ideas range from carpet cleaning to podcasting.

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Six Ideas to Help Your Business Survive AND Thrive

October 24, 2018

If you are like millions of taxpayers trying to make a living running a small business, you know it is tough out there. Here are six ideas to help your business survive and thrive

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Day of Caring 2018

By Jordan Kvochick   |  October 19, 2018

Yesterday afternoon, almost half of the Whitcomb & Hess crew (and even some of their spouses!) headed out of the office to join over 300 volunteers at the United Way's annual Day of Caring. It's a cause that we strongly believe in, and the staff

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Fraud? Negligence? Know the Difference!

October 17, 2018

While the IRS takes tax fraud seriously, they also understand that mistakes happen. Here is what you need to know.

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Keywords: tax fraud

Keys to Creating a Satisfying Retirement

October 10, 2018

You've done your retirement homework. Your assets are reviewed, you know your financial needs, and your retirement tax plan is in place. Are you ready to enjoy retirement? Probably, but not without a plan to address what happens to many after they re

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Keywords: retirement

Time to Launch Your Tax Strategy

October 3, 2018

Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started.

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Keywords: tax strategy

Tracy Wells Achieves NSSA Advisors Certificate

By Jordan Kvochick   |  October 2, 2018

Tracy Wells, Investment Advisor Representative and Financial Planning Specialist, has achieved her National Social Security Advisors certificate from the National Social Security Association LLC in Cincinnati.

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Hedging Against a Trade War

September 27, 2018

As a small business owner, the words “trade war” and “tariff” can be unsettling. When cost uncertainty is on the horizon, you will want to be prepared as much as possible. Here are some ideas to help you navigate your business

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