Budgeting

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.

Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.

Real Talk: Are my Finances “Healthy”? Almost everyone on God’s green Earth pauses at some point and asks themselves the same question: “How am I doing financially?” “Am I saving enough for retirement?”“Do I have too much debt?”“Are my expenses reasonable for what I earn, or am I one unexpected event away from financial stress?” What makes these questions so difficult is that there’s no such thing as a truly “average” life. People have different incomes, careers, family situations, ages,...

Is debt consolidation really the answer to financial stress? In this edition of Investment Corner, Financial Advisor and Certified Ramsey Solutions Master Financial Coach Joe Mains shares why lasting financial peace comes from changing behaviors—not simply moving debt around—and how the debt snowball method can help families regain control of their finances.

Let’s establish the fact that money will have an impact on your most important relationship on earth. You cannot ignore the topic, because one or both spouses will deal with money, either in small or large amounts, virtually every day.

Buying a home is a major financial decision influenced by interest rates, housing prices, and your personal readiness. While market timing matters, the best time to buy is when you're financially prepared—debt-free, with a full emergency fund, and savings for a down payment. Follow Dave Ramsey’s Baby Steps and consider your long-term goals. For personalized guidance, speak with a Whitaker-Myers financial advisor today.

What is a HENRY? The acronym HENRY, "high earner, not rich yet," encapsulates a demographic segment often associated with millennials...

Tis the Season! BBQs, pool parties, camping, lightning bugs, and running through the sprinkler are all classic signs that Christmas is...

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

One of the most common topics I discuss during meetings with financial coaching clients is how to save at the grocery store. Buying...

January. The first month of the year. For many, this means new diets and weight loss goals, new habits to form (or break), and ways to...

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