How close to the edge are you when it comes to tax phase-outs? As you begin your midyear tax planning, consider the effects of these benefit-limiting provisions.
A new simplified Roth IRA is the latest retirement plan. The account is called a myRA (short for “my retirement account”).
If you hold foreign bank or financial accounts and the total value of your account exceeds $10,000 at any time during the calendar year, you may be required to file a Treasury Department report...
When it comes to maximizing the rate of return on investment accounts, everyone wants the same thing: lots of return and no risk! Unfortunately, these concepts are intertwined...
As National Small Business Week shines a spotlight on entrepreneurs, you may be considering establishing your own company. Here are tips to help your new venture get a good start...
So you're ready to open an individual retirement account. But what type of IRA is best for you? Here's an overview to help you decide. IRAs generally fit into two categories...
We are now a third of the way through 2015. Here is an update of major market returns for the calendar year: MSCI World ex USA (international stocks) 8.33% S&P 50
As summertime approaches, tax planning is probably the last thing on your mind. The problem is that if you wait until December, thereâ€™s little time for changes to t
The â€śtax extendersâ€ť legislation that became law in December 2014 included the â€śAchieving a Better Life Experience Actâ€ť (also called the ABLE Act).
The IRS has published depreciation limits for business vehicles first placed in service this year. The limits for passenger autos remain the same as the 2014 limits, but
If you got a big tax refund or owed the IRS a lot of money when you filed your 2014 tax return, it may be time to adjust your income tax withholding. Many people like to
Tax-exempt organizations are required to file annual reports with the IRS. Those with gross receipts of $50,000 or less can file an E-postcard rather than a longer version of Form 990
Young people have many decisions to make regarding how they manage money. These decisions become amplified because in the early years of our career, we usually have entry
Just for fun, I Googled “Retirement Calculators” to see what I could find. And yes, I actually used some of the calculators to make sure my husband and I were
If you are a young professional with a young family, there is never a time when you need life insurance more than you need it right now!â€śWhat kind of life insurance
Each Quarter, our newsletter, the InForm, includes an Investment Update which provides insight into stock market activity over the prior quarter. If you are interested
Spring has at last arrived! Does your employer offer a retirement plan? Of course, taking advantage of your 401(k), 403(b) or SIMPLE IRA makes sense because, in most case
Liz Ann Sonders, Chief Investment Strategist for Charles Schwab & Co., gives her view of Q1 and forecast for Q2.
The Ohio Department of Taxation has issued another press release warning taxpayers that the department is experiencing no let-up in the recent fraud attempts.
This is the third edition of our Monthly Market Recap. In January we began sending out monthly market recaps to keep you abreast of our views on investments, markets and personal finance.
Business owners can save money purchasing safety equipment through Ohio BWC grants.
One form of tax identity theft involves someone stealing your social security number and filing a false return in order to get your tax refund. The problem is huge and growing
Final IRS rules known as the "repair regulations" are effective for your 2014 tax return. The rules clarify which costs should be capitalized and which can be expensed
After struggling in January, stocks rebounded strongly in February. As of the end of February 2015, year to date returns for major markets look like this: MSCI World ex
April 15 is nearing; get a handle on small business tax
Taking on debt and thinking of retirement or investing? A financial advisor can help sort it all out.
You get an annual checkup from your physician to monitor and manage your personal health. Shouldn’t you do the same for your business?
Were you less than satisfied with your financial situation at the end of 2014? If so, making tax-smart decisions in 2015 could provide a helpful course correction.
We are pleased to announce that Jordan Lance, recently passed his Series 65 exam to become an Investment Advisor Representative.