Publications

January 2018 Monthly Recap

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Ohio Caverns Get out of the cold this winter and visit the Ohio Caverns. The caverns are 54 degrees year round and feature crystal formations that are 250,000 years old! Read More Tax Cut and Jobs Act The new tax bill was passed by Congress and signed into law by President Trump in December. How …

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Key Retirement and Tax Numbers for 2018

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Each year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for 2018. Employer retirement plans Employees who participate in 401(k), 403(b), and most 457 plans can defer up to …

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Tax Cut and Jobs Act

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The Tax Cut and Jobs Act was passed by Congress and signed into law by President Trump in December. How will the new changes impact you? Highlights from the new bill are below. Please use the information as a general guide to discuss with your CPA- each of these items has exemptions and details that …

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How Much Risk Can You Take?

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Many market shocks are short-lived once investors conclude the event is unlikely to cause lasting economic damage. Still, major market downturns such as the 2000 dot-com bust and the 2008-09 credit crisis are powerful reminders that we cannot control or predict exactly how, where, or when precarious situations will arise. Market risk refers to the …

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The Benefits of Saving Early

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For long-term investment goals such as retirement, time can be one of your biggest advantages. That’s because time allows your investment dollars to do some of the hard work for you through a mathematical principle known as compounding. The snowball effect The premise behind compounding is fairly simple. You invest to earn money, and if …

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