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Critical things to consider in purchasing a business- part III - Due diligence and fiscal fitness

By Jim Hess, CEO, CPA   |  October 27, 2015

This is part three of a four part series of blogs. The first two parts covered a personal assessment and external issues to consider before purchasing a business.

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Update your beneficiary designations

October 23, 2015

Are your beneficiary designations up to date? Do you know which accounts have beneficiaries, and whom you’ve designated? It’s easy to lose track.

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Consider the value of time in business decisions The “time value of money” is a critical concept in handling personal finances.

October 23, 2015

The “time value of money” is a critical concept in handling personal finances.

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Charity scams: IRS issues another warning

October 22, 2015

The IRS has once again issued an alert for scams relating to fake charities. This time the fraudsters are looking to profit from the severe flooding in South Carolina that...

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Keywords: charity scam

Insurance enrollment begins this month

October 22, 2015

Beginning this month, you can sign up for a new 2016 health insurance policy on the health insurance Marketplace. You can also change or renew the policy you purchased...

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Take your required 2015 distribution

October 22, 2015

If you’re over 70½ and are required to take distributions from your IRA or other retirement account, remember that you must take your 2015 RMD (required minimum distribution)...

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Don’t forget to include Retirement Planning as a line item of your budget!


I’ve yet to meet anyone who doesn’t want to retire “someday.”..

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Start planning for the "Cadillac" tax

October 13, 2015

Are you preparing your business for the "Cadillac" tax? This Affordable Care Act provision is actually named the "Excise Tax On High Cost Employer-Sponsored Health Care

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Make tax-saving investment moves before year-end

October 13, 2015

As tax rules proliferate, the thought of planning may seem overwhelming. But there's no rule that says you have to tackle everything at once. Instead, focus on one area

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IRS offers helpful information on ID theft

October 8, 2015

Did you know that in 2014, 9.9 million Americans were victims of identity theft? This crime cost them roughly $5 billion!

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Saving for retirement - some things never change

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

We are celebrating 32 years of service to our clients this month! Since our firm’s inception in 1983 a lot has changed but some things remain the same.

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Happy 80th Birthday Social Security!


The Social Security Administration (SSA) began as the Social Security Board (SSB) when President Franklin Roosevelt signed the Social Security Act on August 14, 1935.

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Keywords: social security  |   0 comments

Retirement Game Plan

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

Autumn in Ohio means football season, and as an alumnus of Ohio State, football is one of my favorite sports – Go Buckeyes!

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September 2015 Market Insight

October 1, 2015

Markets have continued their August slide into September. What are the options that people have in dealing with market corrections? Recently I came across an article written by Ben Carlson...

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