Are you ready for year-end tax planning? Maybe you're hesitating because you're wondering about the fate of "extenders," those temporary tax breaks that Congress generally...
What's new with the Affordable Care Act? Here are recent updates. * Open enrollment. The "open enrollment period" began November 1 for 2016 individual health insurance..
Ashland may not be known for its sandy beaches or warm winters, but it may need to be on your retirement destination radar for another reason: Ashland was recently rated
Markets have rebounded strongly in the month of October, recovering most of the correction from August and September. What a difference a month makes!
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.
Are your beneficiary designations up to date? Do you know which accounts have beneficiaries, and whom youâ€™ve designated? Itâ€™s easy to lose track.
Consider the value of time in business decisions The â€śtime value of moneyâ€ť is a critical concept in handling personal finances.
The â€śtime value of moneyâ€ť is a critical concept in handling personal finances.
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)...
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...
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...
Iâ€™ve yet to meet anyone who doesnâ€™t want to retire â€śsomeday.â€ť..
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
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
Did you know that in 2014, 9.9 million Americans were victims of identity theft? This crime cost them roughly $5 billion!
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.
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.
Autumn in Ohio means football season, and as an alumnus of Ohio State, football is one of my favorite sports – Go Buckeyes!
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...
This is the second blog in a four part series. Part I discussed your very personal decision to buy a new business. This part covers some external issues to explore before you sign on the dotted line.
In some industries, service has become a quaint memory. Customers are often reduced to selecting the provider that costs or annoys them the least.
Would you like to give your child a head start on smart money habits? Here& a suggestion: Have the child invest in a Roth IRA. Why? The tax-free compounding of con
We'd like to introduce you to Beau Carpenter, who began here as an accountant in August.
Critical things to consider in purchasing a business. What are you passionate about? What are you really good at? . Meet with your CPA or financial advisor to determine...
A new law signed in July changed the federal due dates for certain 2016 business tax returns and the annual "Report of Foreign Bank and Financial Accounts" (Form 114).
While bookkeeping for any business is necessary, it can easily become a time intensive task. QuickBooks is known in the small business world for its ease of use...
The variety of budget software available today is vast. Sites like Mint.com and YouNeedABudget.com promise to help you create a current plan...
Recently, Wall St. Journal columnist Morgan Housel shared some timeless tidbits of advice about money, investments, career, and debt.
Are you familiar with the charges imposed by the mutual funds you own? Since fund expenses affect your investment return, understanding the costs is an important step in...
The fourth quarter is often make-or-break time in sports. Likewise, tax-cutting steps you take in the last three months of the year can transform a financial plan into a bona fide winner.