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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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Baby Step 4 Savings Explained

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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Navigating Tariffs with Dave Ramsey’s Four Investment Categories 

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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STRS Early Retirement Option Announced

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

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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Generational Wealth Transfer

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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SEP IRA vs. Solo 401(k)

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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Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

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

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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Planning Ahead – 2025 Retirement Contribution Limit Changes

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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Traditional 401(k) vs. Roth 401(k)

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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Actively Managed vs. Passively Managed Funds

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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OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

Retirement

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