Warren Buffett says, “Don’t Watch.” Have you ever heard the expression, “If you love sausages, never watch how they’re made?” The same is true of stock prices. Warren Buffett once said, “I would tell [investors], don’t watch the market closely.” In recent weeks, oil prices have rallied higher, and the Fed indicated higher interest…
Just a Little Bit of Housekeeping!! In an effort to improve the clarity and reliability of our phone communications with clients, Moorman, Harting & Company recently made some changes to our phone service. As a result of these changes, some of the older phone numbers that you may have used to contact us in…
It’s a Boy! Danny and Krista Koesters had an addition to their family. Franklin Patrick Koesters was born on September 1, 2023. Franklin joins his three older brothers Owen, William and Oliver. Danny is a Partner and a Financial Advisor in our Coldwater office. Congratulations to Danny, Krista and family!
Changes coming to the Ohio Commercial Activity Tax As a result of the Ohio Budget bill passed earlier this year, businesses will see changes to the Commercial Activity Tax (CAT) beginning with the calendar year 2024. Under the current rules, all businesses with more than $150,000 of sales but less than $1 million in…
Moorman, Harting & Co would like to recognize Jenny L Brookhart, EA for her 25 years of service to the firm. Jenny is always dedicated and committed to her clients by providing excellent service and answering their accounting and tax questions. Jenny resides in St Henry, with her husband Todd and they have three…
Renee L. Knoth becomes insurance licensed Moorman, Harting & Co., and Moorman, Harting Financial Services, Ltd. are pleased to announce that Renee L. Knoth, a Financial Advisor and tax preparer, has passed her Ohio insurance licensing examination. Renee becoming insurance licensed allows her to expand the breadth of financial solutions she can offer to…
This year’s Miss Lake Festival Pageant, a qualifying pageant for Miss Ohio, was held on Sunday, July 23rd at the Harley Jones Amphitheater in Celina. This year’s pageant winners were Miss Lake Festival, Caitlin Cramer and Miss Lake Festival Outstanding Teen, Allie Gray. MHC representatives Doug Bertke and Kelly Broering served as the official auditors…
Koesters, Homan and Wolters Achieve NSSA® Advisor Certificate Financial Advisors Qualified to Help Retirees Select Best Time to Access Social Security Benefits Mary Jane Koesters, Mandy Homan and Alan Wolters of Moorman, Harting Financial Services, Ltd. have achieved National Social Security Advisor certificate from the National Social Security Association LLC in Cincinnati. The NSSA®…
Ohio Sales Tax Holiday Friday August 4th to Sunday August 6th Looking to do some Back to School shopping? The State of Ohio will once again have a sales tax holiday for Back to School items. The holiday begins on Friday, August 4th at 12:00 a.m. and will end on Sunday, August 6th…
Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering how personal circumstances and objectives may play into your decision, it may…