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2021 Retirement Plan Limits

January 20, 2021

As part of your 2021 tax planning, now is the time to review funding your retirement accounts. By establishing your contribution goals at the beginning of each year, the financial impact of saving for your future should be more manageable.

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Make Preparations for Form 1099s This Year

January 18, 2021

Be looking for new Form 1099-NEC! Here are three tasks to consider that will make meeting your business's information reporting requirements less stressful this tax season.

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Ryan Gilmer & Teri Yoder Take on Leadership Roles

January 15, 2021

Whitcomb & Hess is pleased to announce that Ryan Gilmer, CFA®, CMT® has joined our owner group effective January 1, 2021. Teri Yoder, CPA, has been promoted to Manager within the firm.

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Charitable Giving on Your 2020 Taxes

By Eric Key, CPA   |  January 15, 2021

The CARES Act significantly loosened some of the rules governing charitable deductions for the tax year 2020. Here are some highlights:

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Numbers to Know for 2021

By Chris Nadler, CFP, CTFA, Investment Advisor   |  January 15, 2021

As we welcome the new year, we want to help you refocus on your personal financial plan. Here are a few things to keep in mind for a successful 2021, including some reminders from the SECURE Act which took effect in January 2020.

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A Year In Review: 2020 Market Recap

Viewed through almost any lens, 2020 was a historic and incredible year. And now it’s over. Let’s take a look back at what happened over the last 12 months in the market.

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PPP Loan Expenses Are Now Tax Deductible

January 13, 2021

If you or your business received funds from the Paycheck Protection Program (PPP), the recently passed Emergency Coronavirus Relief Act of 2020 will help to dramatically cut your tax bill. Here’s what you need to know.

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Seven Tips For Financial Wellness In 2021

January 11, 2021

Here are seven tips to help you become more financially fit.

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More Stimulus Payments on the Way

January 6, 2021

What you need to know NOW!

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December Market Update

We hope you are doing well. Here is a recap of market performance for the month of December, and 2020 year-to-date. Stocks had another positive month in December. US small cap outperformed large cap and international stocks, which were also positive. Bonds were relatively unchanged. As you can see from the table above, all four of the major benchmarks we track had solid returns for 2020, despite high levels of volatility at the beginning of the year.

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Keywords: market update