Tax Scams to Watch Out For

By Mark Fissel
Posted on January 29th, 2019

While tax scams are especially prevalent during tax season, they can take place any time during the year. As a result, it’s in your best […]

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Hidden Gem: HSAs in Retirement

By Mark Fissel
Posted on January 29th, 2019

When saving for retirement, you’re probably aware of the benefits of using tax-preferred accounts such as 401(k)s and IRAs. But you may not be aware […]

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January 2019 Monthly Recap

By jporter
Posted on January 13th, 2019

Hocking Hill’s Winter Hike Winter in the Hocking Hills is spectacular. The region takes on a distinct personality as waterfalls freeze and cave walls are […]

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2018: Economy Hums While the Market Drops

By Clint Edgington
Posted on January 8th, 2019

2018 is a perfect lesson in the market discounting future economic information.  If I were to tell you the economy would run churn as the […]

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Will the Shutdown Affect Tax Season?

By Anne Zavaglia
Posted on January 7th, 2019

We are currently experiencing the longest shutdown in since the Congressional Budget Office was created. A number of departments and agencies have been shutdown including […]

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Women face challenges when planning for retirement.

By Anne Zavaglia
Posted on January 7th, 2019

Women generally earn less over the course of their lifetimes than men which is often due to family care giving responsibilities. Statistically, women live longer […]

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Key Retirement and Tax Numbers for 2019

By Mark Fissel
Posted on January 7th, 2019

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts. […]

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December 2018 Monthly Recap

By jporter
Posted on December 11th, 2018

Congratulations to Anne! Congratulations to Anne for earning the CFP® designation! While she has always helped our clients with planning needs, she will be focusing […]

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Ohio 529 Plan Tax Deductions

By Anne Zavaglia
Posted on December 3rd, 2018

You have until December 31 to make contributions to an Ohio 529 Plan.  Contributions up to $4,000, per beneficiary, are deductible on your Ohio state […]

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Should you consider requesting a deferment or forbearance for federal student loans?

By Mark Fissel
Posted on November 29th, 2018

Did you take on a large amount of debt to pay for college, and are you struggling to pay it off? If so, you are […]

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