John-Mark Young
CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
top of page
John-Mark Young
- Jun 11, 2023
- 5 min
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
6
Kelly Kranstuber
- Sep 10, 2022
- 4 min
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
11
Kelly Kranstuber
- Apr 13, 2022
- 3 min
COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
5
Logan Doup
- Apr 13, 2022
- 3 min
WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
6
John-Mark Young
- Feb 23, 2021
- 2 min
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...
7
Griffin Lusk
- Jan 14, 2021
- 3 min
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...
6
Amanda Sharratt
- Oct 16, 2020
- 2 min
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...
3
John-Mark Young
- Oct 15, 2020
- 5 min
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...
5
Seth Buckwalter
- Oct 14, 2020
- 2 min
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....
5
Amanda Sharratt
- Sep 30, 2020
- 2 min
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...
6
Griffin Lusk
- Sep 18, 2020
- 4 min
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...
5
John-Mark Young
- Sep 18, 2020
- 3 min
DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...
6
Amanda Sharratt
- Aug 28, 2020
- 5 min
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...
6
Andrew Young
- Aug 25, 2020
- 3 min
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...
4
Amanda Sharratt
- Aug 6, 2020
- 2 min
WHAT IS RAMSEY+?
If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...
8
Amanda Sharratt
- Jul 30, 2020
- 3 min
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...
7
Amanda Sharratt
- Jul 22, 2020
- 5 min
OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...
16
Amanda Sharratt
- Jun 30, 2020
- 2 min
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...
5
Amanda Sharratt
- Jun 23, 2020
- 3 min
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...
5
bottom of page