top of page

Roth Conversions and if they are a good option for you

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Read More...

Start Now
Roth Conversions and if they are a good option for you

Artificial intelligence in Investing

Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

Read More...

Start Now
Artificial intelligence in Investing

Making Up for Lost Time – Funding an IRA for 2023

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

Read More...

Start Now
Making Up for Lost Time – Funding an IRA for 2023

Investing Metrics: Key Metrics Continued

This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...

Read More...

Start Now
Investing Metrics: Key Metrics Continued

Rule 72(t): Withdraw early from your retirement account without a penalty

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

Read More...

Start Now
Rule 72(t): Withdraw early from your retirement account without a penalty

Investing Metrics, Key Risk Metrics

In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...

Read More...

Start Now
Investing Metrics, Key Risk Metrics

How Can Faith Impact Your Finances?

Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer.  Is...

Read More...

Start Now
How Can Faith Impact Your Finances?

Asset Classes: Understanding your investments

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Read More...

Start Now
Asset Classes: Understanding your investments

Should I pay attention to the Capital Gains Tax, and how will it affect me?

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

Read More...

Start Now
Should I pay attention to the Capital Gains Tax, and how will it affect me?

Whitaker-Myers Wealth Managers

bottom of page