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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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How can I benefit from tax loss harvesting? - PART II

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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Financial Aid Chaos: What Is Going On?

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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The Importance of Business Cycles in Financial Planning

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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Don’t Play ‘Retirement Roulette’

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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How To Start Saving as a Young Adult

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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John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

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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Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

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2025 Market Outlook: 5 Insights but No Prediction

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

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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Why Make Backdoor Roth IRA Contributions?

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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Additional Types of Insurance for Families and Individuals to Consider

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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Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com

Dave Ramsey

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