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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 19, 20203 min read
118
CARES ACT: RETIREMENT PLAN CHANGES
The COVID-19 virus has changed our lives, at least for the short run, in impactful ways. As financial advisors, none more pressing than...
Whitaker Myers
Apr 22, 20204 min read
107
4 THINGS TO DO WITH YOUR STIMULUS CHECK:
As you know, the government is issuing stimulus checks in order to help balance out the hardships that many people are feeling right now....
Whitaker Myers
Apr 20, 20202 min read
112
THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY
We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific...
Whitaker Myers
Mar 26, 20202 min read
182
INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME
In an interview done in September 2019, fund manager Dan Ivascyn, who is the chief investment officer of PIMCO, where he leads the firms...
Whitaker Myers
Mar 24, 20201 min read
116
DAVE RAMSEY'S THOUGHTS ON HOW THE CORONAVIRUS IS AFFECTING THE ECONOMY
Last week, we shared a few articles that we have found to be helpful in understanding what is happening with the stock market. If you...
Whitaker Myers
Mar 6, 20201 min read
116
WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?
We know that finding a Financial Advisor is a big decision. We also know that sometimes it can be hard to even know what questions you...
Whitaker Myers
Feb 27, 20203 min read
116
SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT
As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial...
Whitaker Myers
Feb 21, 20201 min read
118
THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY
The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...
Whitaker Myers
Jan 28, 20202 min read
113
WHAT IS A ROTH IRA?
As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...
Whitaker Myers
Dec 26, 20193 min read
114
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