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6 must-dos when you donate to charity

October 20, 2017

Donations are a great way to give to a deserving charity, and they also give back in the form of a tax deduction. Unfortunately, charitable donations are under scrutiny by the IRS, and many donations without adequate documentation are being rejected.

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Keywords: charity

Year-end tax checklist

October 20, 2017

As the year draws to a close, there are several tax-saving ideas you should consider. Use this checklist to make sure you don’t miss an opportunity before the year is out.

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Keywords: tax

The Equifax breach and you: be proactive

October 20, 2017

Earlier this year, hackers were able to breach the security of Equifax, one of the three national credit reporting agencies. More than 143 million Americans – nearly half the entire country – were exposed to the attack, and may have had their personal information stolen (including names and birthdates, and Social Security and driver’s license numbers). Equifax is still determining exactly whose data has been exposed. While you wait to find out, it’s worth taking a few proactive steps to make sure your info isn’t misused by hackers.

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Keywords: security

Teri Yoder Passes CPA Exam

October 14, 2017

Congratulations to Teri Yoder, Whitcomb & Hess Accounting Associate, for passing the Uniform CPA Examination in September!

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Welcome Tim Hilterman and Jake Buckwalter!

October 13, 2017

In August, we were pleased to welcome two new Investment Advisors, Tim Hilterman, CFP®, and Jake Buckwalter, to our Investment Advisory Team at Whitcomb & Hess.

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2% Cost of Living Adjustment Just Announced by Social Security for 2018


Social Security recipients will receive a 2% increase in their benefit in 2018.

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Keywords: social security

Equifax Cybersecurity Incident

By Tammy Higgins, Client Service Specialist   |  October 12, 2017

On September 7, 2017, the credit monitoring company Equifax announced a “cybersecurity incident” involving unauthorized access to consumer information affecting up to 143 million customers.

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Keywords: security

2017 Retirement Plan Contribution Limits


As we ease into fall, let’s review the maximum contribution limits for Retirement Plans for 2017.

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Keywords: retirement

Investment Update


What is usually a quieter summer period was rudely interrupted by more geo-political drama and extreme weather events. Nevertheless, overall good news in economic data from Europe, UK, Japan, and Brazil helped markets continue to creep up. At the time of this publication, US Stocks are rallying to all-time highs. The S&P 500 Index (large US companies) is up 14.24% YTD while international holdings are up 19.17% according to the MSCI World ex-USA index.

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Keywords: investment

How to avoid 3 big tax mistakes

October 6, 2017

Every year taxpayers are hit with tax surprises that could be avoided if they just knew the rules. Here are three big ones that are easy to avoid with some simple planning.

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Keywords: tax, tax errors, taxes

Don't fall for fake charity scams

October 6, 2017

After disaster strikes, people often want to help those in need. Unfortunately, this is also when fake charities pop up. The IRS recently reported an uptick in emerging charity scams since hurricanes Harvey, Irma and others made landfall.

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Keywords: charity, scam, security

September 2017 Market Insight

October 2, 2017

As September comes to a close, it’s interesting to look at a few market proverbs compared with how markets have been performing. “Sell in May and go away” refers to the strategy of booking profits at the end of May each year and waiting out a traditionally down time in the market. If you subscribed to this strategy in 2017, you would have missed out on the S&P 500 rising more than 4% over the summer (June 1 – Sept 29).

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Keywords: market insight