Have you considered cross-training your employees to ensure more than one person knows all key functions? Cross-training can be a win-win situation for you and your employees. Large companies often use it to prepare managers for future promotions. Bu
Legislation provides other business relief provisions — Here’s what you need to know about the Paycheck Protection Program (PPP) loans and other business relief provisions of the recently-passed American Rescue Plan Act.
Yesterday marked the typical annual observance of tax day. Even though this year the tax deadline has been extended to May, we are still celebrating.
After living under the weight of the pandemic for more than a year and listening every day to the bad news around us, why not look for ways to change the conversation by doing something nice and unexpected for someone else.
The recently-passed American Rescue Plan Act contains several tax breaks for you and your family. Here are the major provisions of the bill that could mean more money in your pocket during the 2021 tax year.
While we’ve all been focused on the lingering pandemic, or balancing real life with work-from-home life, cybercriminals are taking advantage our distractions with attacks via email and text messages.
Last year we embraced many changes, including a new retirement planning software. RightCapital is an intuitive program that allows us to pull together all of your investment accounts, including those outside of Charles Schwab.
W&H is excited to welcome a new team member! Our Investment Advisory Services Intern, Matthew Lefelhoc, has decided to stay on with us after he graduates from The Ohio State University – Fisher College of Business in May. Originally hired as a 20
Do you feel like you’ve missed the boat when it comes to educating your kids about finances? It’s not too late to teach them these four basic principles.
