Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

Why Make Backdoor Roth IRA Contributions?

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

How to manage an Inherited IRA

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Traditional 401(k) vs. Roth 401(k)

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

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

Can I be a Millionaire?

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....