It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

The best cost-saving tips to experience an in-person sporting event

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Giving: God, Gospel & Generosity

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

Breakfast on the go

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

What is an Emergency Fund, and Why Do I Need One?

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Monthly College Planning Update: August 2023

What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

OPTIMAL SAVING & INVESTING

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

PROACTIVE APPROACH ON BACK TO SCHOOL

Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...

WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS

Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...