Blog

First 1 2 3 4 5 6 7 [8] 9 10 Last 

Subscribe to RSS feed 

Chris Nadler Joins Our Team!

By Aaron Bates, CFP, Investment Advisor   |  October 7, 2016

We are pleased to announce that Chris Nadler of Mansfield, Ohio has joined our Investment Advisor Team.

Read More

2016 Retirement Plan Contribution Limits


Retirement! A dream or a reality? I've yet to work with a client who doesn't want to retire. As we prepare for retirement, saving for that future spending is key. Are you saving as much as possible in Retirement Plans?

Read More

Great Things are Happening in Ashland!

October 7, 2016

• Several new businesses will be coming soon to Ashland, including the Uniontown Brewery in Downtown Ashland, a new Hampton Inn and Suites, and a new Buffalo Wild Wings restaurant being constructed on Route 250.

Read More

Keywords: ashland, events

September 2016 Market Insight

October 3, 2016

September was a back-and-forth month, as the bulls and the bears fought hard for control.

Read More

Keywords: market, stock market

Smart financial decisions are simple, but not easy

September 27, 2016

Seeing purchases your friends post on social media can leave you envious - and might also foster a desire to buy a similar item.

Read More

New procedure for 60-day rollover errors

September 26, 2016

Did you inadvertently miss the 60-day time limit for making an IRA or retirement plan rollover?

Read More

Plan ahead for year-end business tax savings

September 23, 2016

As the end of the year approaches, turn your attention to ways you can reduce your 2016 tax liability. Here are suggestions.

Read More

Year-End Tax Planning; What Documents Should You Gather?

By Neil Hinkle, CPA   |  September 15, 2016

As we approach the end of another calendar year, it's time to consider taxes due for this year and develop a strategy to reduce your tax bill before December 31st.

Read More

August 2016 Market Insight

September 2, 2016

After strong gains in July, markets cooled off in August, with most popular indexes coming in relatively flat for the month. The one exception to this was the Russell 2000 (US small cap stocks)...

Read More

Keywords: market, stock market

How to Live Within Your Means in Retirement


Looking back over advice I've given clients and blogs that I've written for our website, I realize there are a few topics that keep rising to the top. Call me crazy, but I really like educating people on retirement planning...

Read More

Keywords: budget, retirement

Consider these financial tips in troubling economic times

August 24, 2016

Reacting badly to bad national economic events can turn a challenging situation into a devastating one. When troubling headline news comes your way, consider these tips before making financial moves.

Read More

FSA or HSA? Choosing between health accounts

August 24, 2016

Are you confused about your choices for paying medical expenses under your employer's benefit plan? Here are differences between two types of commonly offered accounts: a health savings account (HSA) and a health care flexible spending account (FSA).

Read More

Keywords: fsa, hsa

IRS sets 2017 HSA limits

August 23, 2016

The IRS announced inflation-adjusted limits for deductible contributions to health savings accounts (HSAs) for 2017. For family coverage, the contribution limit will be $6,750, and for individual coverage, the limit will be $3,400.

Read More

Will your student loans affect your tax return?

August 8, 2016

If you have student loans to repay, you may be wondering how that debt will affect your tax return. While repayment of the principal portion of your debt is not tax deductible, you can take an above-the-line deduction for up to $2,500 of interest...

Read More

Life changes call for a tax tune-up

August 8, 2016

Summer can be a time for life changes. Marriage, a school-break, job change or entrepreneurial venture, a move to a new home - all of these major events call for tax planning.

Read More

Keywords: tax planning

3 Simple Tips to Keep Your Budget on Track

By   |  August 3, 2016

As we enter the back-half of the year, fatigue may creep in. It's been a long, hot summer and you may be tired from all of the home improvement projects, the constant shuffling from one activity to the next, or even unforeseen expenses that threw a wrench into your budget.

Read More

Keywords: budget, finances

July 2016 Market Insight

August 1, 2016

Where do most people typically invest? Usually, it's in their own back yard.

Read More

Keywords: market, stock market

Plan for the fate of your digital assets

July 24, 2016

An important step in estate planning is creating an inventory of your assets.

Read More

Keywords: digital assets

Avoid penalties by keeping accurate information return records

July 22, 2016

Did you file all required information returns for 2015 and earlier years? Information returns include Forms 1099, the forms you complete when you pay for certain business expenses such as rent or services performed by an independent contractor.

Read More

Get organized and improve your business

July 22, 2016

The art of placing information in a logical order, more prosaically called organization, is key to the efficiency of your business, which can in turn increase productivity. Fortunately, you can master the art of organization by making habits out of simple techniques.

Read More

Six Year-round Tips to Lower your Taxes

By Bill Harvey, CPA   |  July 15, 2016

Waiting until tax time to try to lower your taxes is usually not the most effective way to accomplish your objective. Between now and the end of the year, try some of these ideas and you just might save yourself a few (thousand) dollars at tax time.

Read More

Do you need to file Form 5500-EZ?

July 14, 2016

If your business has a one-participant retirement plan such as a solo 401(k) - for example, if you own the entire business and the plan covers only you, or you and your spouse - you may be unaware that you can have tax filing responsibilities.

Read More

Keywords: form 5500-ez

Follow these suggestions for a comfortable retirement

July 11, 2016

Planning for a comfortable retirement involves coordinating many moving parts. But you can begin by setting up a broad outline and filling in the details once you've taken the first steps.

Read More

Recap from the Chicago Morningstar Investment Conference

By   |  July 7, 2016

Every year, Morningstar, an independent investment research firm, hosts a conference near their headquarters in Chicago. Financial advisors and mutual fund representatives from all over the country come to discuss the current economic environment and...

Read More

Investment Update

July 7, 2016

For the calendar year 2016, the S&P 500 Index is up 3.84%. As you can see from the chart below, which shows performance year to date, the index has rebounded from its February lows. The 10% decline that ended in February has been recovered.

Read More

Investing During Retirement and Avoiding Uncle Sam’s Tax Booth, Part 2 of 3 in a Series

By Aaron Bates, CFP, Investment Advisor   |  July 7, 2016

People usually spend thirty to forty years saving and investing for retirement. Many become very familiar with the tax rules as they grow their accounts and keep taxes as low as possible during their working years. Then retirement comes and...

Read More

Are you at risk of an audit?

June 24, 2016

According to recent statistics, budget cuts, staff attrition, and a heavy workload for IRS employees mean your chances of undergoing a tax audit are less than 1%.

Read More

Follow these steps to a comfortable retirement

June 23, 2016

Planning can help you achieve a comfortable retirement. Here are five suggestions to consider.

Read More

Will you be ready for the new overtime pay rules?

June 23, 2016

In May, the Department of Labor updated the rules for paying overtime. Under the new rules, salaried employees who earn less than $913 per week ($47,476 per year) will be eligible for overtime pay. That’s double the annual exempt amount of $23,660 from previous rules.

Read More

Understand basis to save tax dollars

June 5, 2016

Basis is an important tax concept. The most recent reminder of the importance of getting basis right is the 2015 law that requires executors of some estates to report basis...

Read More

Keywords: tax basis