Planning, Saving, and Spending Over a Lifetime Trying to save over a lifetime can sometimes feel a bit like a tug-of-war between the present and the future. You have immediate needs now. But, you have long-term goals, too. The challenge is to find a healthy balance. The good news is, it is possible to save,…
Building a Solid Financial Foundation When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? To some, when your financial “house is in order,” it means it is built on a solid foundation. It means that you have the “pillars” in place…
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…
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…
Jennifer R. Sudman is the latest addition to our Coldwater financial services team. Jennifer will work as a financial services assistant with responsibilities including Customer service to financial services clients as well as helping with life insurance, long term care and disability insurance. Jennifer graduated from St. Marys Memorial High School and Strayer University. She…
It’s a Boy! It’s a Boy! Amanda and Dan Brackman welcomed Zachary Mark Brackman on November 3, 2022! Zachary weighed in at 7 lbs. 8 oz. Zachary joins big sister Olivia in the Brackman home. Amanda is a CPA in our Coldwater office. .
Successful Living in a Turbulent World Moorman, Harting Financial Services, Ltd. is pleased to invite you to our 2022 seminar. We will hear from Bruce Boguski on “Successful Living in a Turbulent World.” Bruce will teach us how to become mentally tough in order to reach our long-term financial goals. This will serve as a…