Baby Step 4 Savings Explained
Introduction If you’ve read our blog articles, visited our website, or watched our YouTube channel, you can probably surmise that we are...
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Navigating Tariffs with Dave Ramsey’s Four Investment Categories
In a global economy where international trade policies, such as tariffs, can heavily affect an investor’s portfolio, understanding how...
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STRS Early Retirement Option Announced
STRS announced an early retirement incentive for members with the defined benefit (also known as the BD Plan, which is the pension plan)...
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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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Generational Wealth Transfer
Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...
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SEP IRA vs. Solo 401(k)
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...
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Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers
Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers
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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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Planning Ahead – 2025 Retirement Contribution Limit Changes
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...
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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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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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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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