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...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

What is a Roth IRA A Roth IRA is an investment vehicle  that allows people to save for retirement using after-tax dollars. Those dollars are then invested into securities like mutual funds, individual stocks, bonds, or other investable securities. The advantage of a Roth IRA is that the investment grows tax-free, and distributions can be taken tax-free after age 59 ½. This is a great way to get tax-free savings and control your tax liability in retirement. The downside is th

Are you thinking about selling your small business  and sailing into the sunset?  Have you poured blood, sweat, and tears into your small business over the years and are now ready to settle into retirement ?  That’s great, but where should you begin?  In this article, we will discuss a few simple questions that will help you in the planning of the sale of your small business.    Question 1 – When Do You Plan To Retire? This question sounds relatively easy, but the reality is

Owning a small business is a rewarding investment Americans can make.  Ideally, you get to work for yourself, set your hours, do what you...

Not Samesies For most of you reading this article, you likely have a portfolio with a mix of bonds and stocks. This is a common portfolio...

Understanding the Vix The VIX, also known as the CBOE Volatility Index, is a widely watched indicator in the financial world. It's not a...

Work Graduation! Congratulations! You’ve graduated from work! You’ve probably gone through numerous graduations by now, but none as...

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...