The Impact of UK Referendum on Financial Markets

On Thursday, June 23rd, the United Kingdom will hold a referendum where citizens will vote on whether to leave or […]



College Grads – Investing Advice for your First Job

As the Class of 2016 enters the workforce, they’ll likely be faced with decisions they’ll need to make about their […]



Mutual Fund Fees and Expenses



What is this IRS Form 5498 I just received?

Many taxpayers have received the last week of May a Form 5498 and are concerned that they missed reporting this […]



Investing for the Long-Term – The Power of 401(k) Plans

Greetings! I wanted to provide some information to help investors allocate strategically for the long-term. 401(k) plans are an important […]



Investing for the Long-Term – The Power of Compounding

Time is on your side when it comes to investing. The longer one has to invest, the greater amount of […]



Understanding the Mutual Fund Style Box

Hello there! This is Kyle Jones, Financial Advisor at Wamhoff Financial Planning & Accounting. Today, I wanted to provide some […]



Ways to Reduce Your 2016 Taxes

It’s never too early to start thinking about ways to reduce your 2016 tax liability.  Planning early in the year […]



Mutual Funds

Hello there! This is Kyle Jones, Financial Advisor at Wamhoff Financial Planning & Accounting. Today, I wanted to provide some […]



Phone Scams

Have you recently received a telephone call from a person claiming to be from the Internal Revenue Service? If you […]



Trusts

Trusts in the financial industry have paved a road through estate planning and protection for my clients for years. A […]



Robo Advisors

There are a number of online tools and calculators designed to give investors advice using mathematical formulas and algorithms. Often […]



What does transportation data tell us about the economy?

There is a wide variety of economic data provided by the government that attempt to give us information about the […]



Choose Your Business Structure, Part 2

Good morning. My name is Brian Hodak. I am a CPA and I work for Wamhoff Financial and Accounting. Thank […]



Last Minute Tax Questions

The final days of the 2016 tax season are upon us, and that means if you haven’t already filed your […]



5 Ways You Could Be Sabotaging Your Retirement

Wanting a financially sound retirement and actually achieving it are two different things. Without a solid plan for reaching your […]



A Word From Bob – May 2016

Greetings! Attempting to quantify or predict the future is a fool’s errand, but when applied to financial markets it becomes […]



The Affordable Care Act and Your 1095

2016 was the first year that the IRS made it mandatory for individuals to provide proof that they had health […]



Choose Your Business Structure, Part 1

Good morning. My name is Brian Hodak. I am a CPA and I work for Wamhoff Financial and Accounting. Thank […]



Three Tips for Investing for the Long Term

Easter weekend is officially behind us, but that doesn’t mean we’re finished talking about eggs and baskets, and which eggs […]