Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!”   It's not a common phrase...

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

Grant Jennings joins Whitaker-Myers Wealth Managers

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What does “Portfolio Rebalancing” mean? There are many terms  used in the finance world. You may have heard your financial advisor or...

Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...