Andrew Young

Ohio's Sales Tax Holiday returns in 2026, but with significant changes from the expanded program offered in recent years. Financial Advisor Andrew Young explains what qualifies, when the tax-free weekend takes place, and how families can plan ahead to maximize their back-to-school savings.

New tax rules for 2026 could create additional opportunities for taxpayers who make charitable cash contributions—even if they take the standard deduction. In this article, Financial Advisor Andrew Young explains how the updated deduction works, who qualifies, and how thoughtful charitable planning can maximize both your generosity and your tax savings.

Starting in 2025, Ohio will lower its top income tax rate from 3.5% to 3.125% and shift to a flat 2.75% rate in 2026 for income over $26,050—making it the 2nd lowest state income tax in the U.S. among taxed states. Local taxes still apply and vary by city or district. These updates may impact your financial strategy. Whitaker-Myers Wealth Managers can help you plan ahead and maximize your take-home income.

STRS is offering an early retirement incentive for defined benefit plan members with 33 years of service or age 60 with 5 years of service between June 2025 and July 2027. Deciding whether to accept depends on your full financial picture. Run benefit estimates for different retirement points and factor in any salary increases. Then, meet with an STRS counselor and your Whitaker-Myers advisor to determine the best option for your goals.

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

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

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Health Savings Accounts (HSAs) have emerged as a popular option for individuals and families seeking to manage healthcare expenses more...

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

I have received numerous questions from clients recently asking if we were doing any ESG investing for them. Most of them request that...