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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...

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

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...

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

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...

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Monthly College Planning Update: August 2023

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...

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

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...

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OPTIMAL SAVING & INVESTING

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...

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PROACTIVE APPROACH ON BACK TO SCHOOL

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...

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

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...

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WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...

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2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

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MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

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MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

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7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Financial Coaching

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