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ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

John-Mark Young
May 17, 20213 min read


THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

Griffin Lusk
May 17, 20214 min read


THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

Joe Mains
Feb 23, 20213 min read


WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

John-Mark Young
Feb 23, 20212 min read


THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

Griffin Lusk
Jan 14, 20213 min read


TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

Whitaker Myers
Oct 15, 20202 min read


COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

John-Mark Young
Oct 14, 20205 min read


WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

Seth Buckwalter
Oct 13, 20202 min read


BUDGETING FOR OCTOBER EXPENSES
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...

Whitaker Myers
Sep 29, 20202 min read


NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET
I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...

Whitaker Myers
Sep 28, 20202 min read


TAX IMPLICATIONS OF SOCIAL SECURITY
How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...

Griffin Lusk
Sep 17, 20204 min read


HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)
At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...

Whitaker Myers
Aug 27, 20205 min read


WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

Whitaker Myers
Aug 26, 20203 min read


AUGUST IS #ABLETOSAVE MONTH
Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...

Andrew Young
Aug 24, 20203 min read


HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!
Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...

Whitaker Myers
Aug 9, 20204 min read


DO YOU HAVE TERM LIFE INSURANCE?
Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...

Whitaker Myers
Jul 29, 20203 min read


RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"
Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

Whitaker Myers
Jun 29, 20202 min read


CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL
This pandemic has had an impact on all of us in one way or another and for some people, it may mean that they find themselves changing...

Whitaker Myers
Jun 22, 20203 min read


YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK
For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

Whitaker Myers
Jun 18, 20203 min read


WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?
If you are wanting to save money for your kids, the next question is always “what type of account should I open for them?” The answer...

Whitaker Myers
May 28, 20203 min read
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