How can I benefit from tax loss harvesting? - PART II
Last week, we took a look at tax loss harvesting and reviewed how to avoid capital gains, but we also saw examples of how this could...
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Financial Aid Chaos: What Is Going On?
March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...
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The Importance of Business Cycles in Financial Planning
When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...
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Don’t Play ‘Retirement Roulette’
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
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How To Start Saving as a Young Adult
When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...
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John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services
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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.
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2025 Market Outlook: 5 Insights but No Prediction
5 Insights for your financial, saving and investing life for 2025.
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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.
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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...
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Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...
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Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
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