Financial Planning at Any State Financial Planning at Any Stage Steps you can take now to help meet your goals in retirement. It’s never too early to start thinking about retirement, and we can help you strategize ways to pursue your goals now and in the future with a comprehensive plan to help accumulate wealth,…
The Fed’s Drive to 2% Inflation Wall Street keeps asking, “When will the Fed start cutting interest rates?” But perhaps the better question is, “What is the Fed looking for before it would consider cutting interest rates?” As you may recall, the Fed indicated in December that as many as three rate cuts were possible…
2023 – Fourth-Quarter Rally Lifts Stocks & Bonds The past year rewarded both stock and bond investors alike as the global economy continued to expand in the wake of higher interest rates. At this time last year, most economists were predicting a recession at some point in 2023 as central banks around the world confronted…
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…
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…
Effective January 1st, Mary Jane Koesters became a partner in Moorman, Harting Financial Services Ltd. Mary Jane has been with Moorman, Harting Financial Services Ltd for 19 years. She is a Financial Advisor and holds the AIF and CPFA credentials. Mary Jane serves as the Director of Financial Services for the company and assists clients…
It’s a Girl! Kelsey and Kalobb Dodson welcome third little girl! Kelsey and Kalobb welcomed Kaylee Grace Dodson, born Wednesday, December 21st and weighing 5 lbs. 9.6 oz. Kaylee joins her two big sisters, Olivia and Peyton. Kelsey is an accountant and payroll specialist in our Coldwater office. Congratulations on your beautiful family!
Congratulations to Hannah and Gary Brackman on their recent marriage on Saturday November 26. They had a beautiful sunny day and a wonderful reception and meal at the Ft Recovery Legion. Upon their return from their honeymoon, they will be residing in Cassella. Hannah is a Financial Services Assistant/Tax Preparer in our Coldwater office.
Cindy A. Plank joined Moorman, Harting & Co. as a Payroll Specialist in our Coldwater office. Cindy will be assisting with payroll processing as well as payroll tax administration. Cindy graduated from Celina High School and Wright State University Lake Campus. Cindy resides in Celina, Ohio with her husband, Chris. They are the parents of…