Blog

Subscribe to RSS feed 

Now is the time to check your 2015 tax payments

April 22, 2015

If you got a big tax refund or owed the IRS a lot of money when you filed your 2014 tax return, it may be time to adjust your income tax withholding. Many people like to

Read More

Keywords: tax, tax payments, taxes

Schedule a midyear tax review soon

April 22, 2015

As summertime approaches, tax planning is probably the last thing on your mind. The problem is that if you wait until December, there’s little time for changes to t

Read More

Keywords: tax planning, taxes

IRS releases 2015 business vehicle deduction limits

April 22, 2015

The IRS has published depreciation limits for business vehicles first placed in service this year. The limits for passenger autos remain the same as the 2014 limits, but

Read More

Certain disabled get a new tax break

April 22, 2015

The “tax extenders” legislation that became law in December 2014 included the “Achieving a Better Life Experience Act” (also called the ABLE Act).

Read More

Keywords: disabled, tax break

Reminder: Tax-exempts have filing requirement coming soon

April 22, 2015

Tax-exempt organizations are required to file annual reports with the IRS. Those with gross receipts of $50,000 or less can file an E-postcard rather than a longer version of Form 990

Read More

Retirement Calculators Only Go So Far: Trusted Financial Advice Takes You to the End


Just for fun, I Googled “Retirement Calculators” to see what I could find. And yes, I actually used some of the calculators to make sure my husband and I were

Read More

How to Manage your Money When Credit Card Debt Looms

By Ryan Gilmer, FPA, Investment Advisor   |  April 16, 2015

Young people have many decisions to make regarding how they manage money. These decisions become amplified because in the early years of our career, we usually have entry

Read More

Investment Update - March 2015

By Ryan Gilmer, FPA, Investment Advisor   |  April 3, 2015

Each Quarter, our newsletter, the InForm, includes an Investment Update which provides insight into stock market activity over the prior quarter. If you are interested

Read More

Keywords: investment, stock market  |   2 comments

Best Ways to Save Money on Your Taxes

By Jim Hess, CEO, CPA   |  April 3, 2015

Spring has at last arrived! Does your employer offer a retirement plan? Of course, taking advantage of your 401(k), 403(b) or SIMPLE IRA makes sense because, in most case

Read More

Keywords: tax, tax savings  |   0 comments

Life Insurance for Young Professionals

By Aaron Bates, CFP, Investment Advisor   |  April 3, 2015

If you are a young professional with a young family, there is never a time when you need life insurance more than you need it right now!“What kind of life insurance

Read More

Wondering What's Up in the Stock Market?

By Aaron Bates, CFP, Investment Advisor   |  April 2, 2015

Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co., gives her view of Q1 and forecast for Q2.

Read More

Ohio—Income Tax: DOT Not Seeing Let-Up in Fraudulent Filings

By Roger Kramer, CPA, CITP   |  April 2, 2015

The Ohio Department of Taxation has issued another press release warning taxpayers that the department is experiencing no let-up in the recent fraud attempts.

Read More

March 2015 Market Recap

April 1, 2015

This is the third edition of our Monthly Market Recap. In January we began sending out monthly market recaps to keep you abreast of our views on investments, markets and personal finance.

Read More

How May We Help You?