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Election 2024: Navigating Financial Plans Amid Political Uncertainty

How to think about the Presidential Election as it relates to my investment portfolio

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November 3, 2024

Election 2024: Navigating Financial Plans Amid Political Uncertainty

John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets

John-Mark Young earns his RMA® (Retirement Management Advisor) and Advanced Certificate in Blockchain and Digital Assets designations

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November 3, 2024

John-Mark Young Earns RMA® Certification and Advanced Certificate in Blockchain and Digital Assets

Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

Whitaker-Myers Group named Wooster Chamber of Commerce Business of the Year

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November 3, 2024

Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

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 ....

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October 28, 2024

How Fee-Based Advisors work and the benefits to you

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...

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October 28, 2024

How to manage an Inherited IRA

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

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October 21, 2024

The Power of Principal-Only Payments

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

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October 21, 2024

Intentionality Series: Part 3

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...

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October 14, 2024

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

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...

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October 14, 2024

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

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Grant Jennings joins Whitaker-Myers Wealth Managers

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October 7, 2024

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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October 7, 2024

The Bond Market Simplified

Intentionality Series: Part 2

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

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October 7, 2024

Intentionality Series: Part 2

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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September 30, 2024

Actively Managed vs. Passively Managed Funds

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....

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September 30, 2024

Can I be a Millionaire?

How Dollar-Cost Averaging Can Help Investors Get Into the Market

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

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September 23, 2024

How Dollar-Cost Averaging Can Help Investors Get Into the Market

Have you thought about Disability Insurance? If not, the time is now.

Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...

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September 23, 2024

Have you thought about Disability Insurance? If not, the time is now.

Monetary Policy vs Fiscal Policy: What’s What with the Economy

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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September 16, 2024

Monetary Policy vs Fiscal Policy: What’s What with the Economy

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 you participate in....

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September 16, 2024

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

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September 9, 2024

Intentionality Series: Part 1

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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September 9, 2024

Section 121 Exclusion
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