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

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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....

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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....

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...

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

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

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

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 you thinking about selling your small business and sailing into the sunset?  Have you poured blood, sweat, and tears into your small...

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

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

Do you have charitable intent?  Maybe you are already an active donor.  Do you generate a high annual income and want to take advantage...

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...

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...