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How to handle a gap in health care coverage

April 20, 2018

Health care coverage gaps happen. Whether because of job loss or an extended sabbatical between gigs, you may find yourself without health care for a period. Here are some tax consequences you should know about, as well as tips to fix a coverage gap.

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Update on the Tax Cuts and Jobs Act (TCJA)

April 20, 2018

The Tax Cuts and Jobs Act (TCJA) was passed by Congress in a hurry late last year, and the IRS and tax preparers have been working to digest some of the more thorny issues created by the tax overhaul. Here are the latest answers to some of the most common questions.

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Whitcomb & Hess selected for April 2018 Ohio Business Profile

April 11, 2018

Whitcomb & Hess is honored to have been selected for April 2018 Ohio Secretary of State’s Ohio Business Profile. We would like to thank the Ashland Chamber of Commerce for the nomination

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Keywords: ohio business

The Richland County Foundation congratulates Tim Hilterman on CAP® designation

April 11, 2018

Tim Hilterman, Investment Advisor for Whitcomb & Hess, Inc., has earned the Chartered Advisor in Philanthropy® (CAP®) Designation. This designation provides Tim with the knowledge and tools needed to help individuals and families articulate and advance their highest aspirations for themselves, their families, and their community.

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Keywords: cap, employees

Market Update

April 11, 2018

The stock market has had an up and down start to 2018. Volatility has made a comeback, after being mostly absent last year.

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Keywords: market

Charitable Giving Strategies in 2018

April 11, 2018

You love giving. You don’t love paying taxes. Our new federal tax laws may hold some good news for you.

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Keywords: charity, gifts, tax

Employee Spotlight: Tammy Higgins & Jerod Daniel

April 11, 2018

Support staff often play an unrecognized yet vital role in a business’s success. In many ways, they are the mortar that holds all the bricks together. At Whitcomb & Hess, we understand their value and would like to introduce to you to two of our Investment Team members who contribute greatly to our organization.

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Keywords: employees

The Constant Tension: Risk vs. Return

April 11, 2018

When I was studying to obtain the CERTIFIED FINANCIAL PLANNER™ certification, one of the first definitions I had to memorize was the meaning of risk--the possibility of loss. Risk is everywhere in our world, and as your advisors it is our job to help you identify these risks and find the most effective means to reduce or eliminate them.

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Keywords: risk

Check your 2018 tax withholding — It may need adjusting

April 6, 2018

A lot of people like to receive a refund from the IRS, thinking of it as a form of forced saving. On the other hand, if you underpay your taxes by more than $1,000 and don't meet certain exceptions, you could be hit with a penalty.

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Keywords: tax, withholding

March 2018 Market Insight

April 3, 2018

It’s a good time to unplug… not from your investment strategy: from the media!

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Keywords: market insight
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