Susan Paolo, AAMS®, MBA, First Vice President – Investment officer Before entering the financial services industry, Susan graduated from Hiram College, received her MBA from Lake Erie... Read more

Wondering what the two bills that were introduced to the legislature mean to you? You are not alone. These recently introduced bills focus on different ACA repeal and replace initiatives. Th... Read more

By Bruce Bechhold, CPA, Walthall CPAs After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. Near-zero rates were an eme... Read more

By Bruce Bechhold, CPA, Walthall CPAs All business owners need to decide when will be the right time to step out of the family business and how you’ll do it. There are many estate plan... Read more

By Bruce Bechhold, CPA, Walthall CPAs There are many advantages to establishing an employer-sponsored retirement plan. Generally, employers are allowed deductions for contributions made. Emp... Read more

By Bruce Bechhold, CPA, Walthall CPAs Risk management is key for a successful business plan. Today data breaches are common, and it is especially important for business owners to understand... Read more

By Bruce Bechhold, CPA, Walthall CPAs Year-end 2016 is expected to bring a rush of tax-related legislation in Congress. Lawmakers will be up against a December 31 deadline to renew some expi... Read more

Although it is usually not considered prudent to withdraw money from a retirement savings account until you actually retire, sometimes it may seem that there is no other option. However, bor... Read more