Lindsey Curry
It’s the most wonderful time of year – Christmas and Holiday Prepping Season!
With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...
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John-Mark Young
Nov 7, 20235 min read
Financial Planning & The Bible: Retire to Something - Not from Something
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...
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Matthew Harris
Nov 2, 20237 min read
The best cost-saving tips to experience an in-person sporting event
Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...
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Kelly Kranstuber
Nov 2, 20235 min read
Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...
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John-Mark Young
Oct 22, 20237 min read
Giving: God, Gospel & Generosity
I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...
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Lindsey Curry
Oct 19, 20235 min read
Breakfast on the go
Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...
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Jake Buckwalter
Sep 20, 20232 min read
What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...
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Drew Hodgson
Sep 14, 20234 min read
Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...
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Stephen Armstrong
Sep 14, 20233 min read
What is an Emergency Fund, and Why Do I Need One?
An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...
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John-Mark Young
Sep 2, 20236 min read
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
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John-Mark Young
Aug 12, 20234 min read
Monthly College Planning Update: August 2023
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...
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Whitaker Myers
Aug 12, 20232 min read
John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...
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John-Mark Young
Aug 8, 20233 min read
Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank
Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...
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Drew Hodgson
Jul 30, 20234 min read
OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...
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Lindsey Curry
Jul 30, 20233 min read
PROACTIVE APPROACH ON BACK TO SCHOOL
Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...
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John-Mark Young
Jul 22, 20235 min read
WHAT THE HOPE OF A SOFT LANDING MEANS FOR THE FED AND INVESTORS
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...
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John-Mark Young
Jul 14, 20235 min read
WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN
Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...
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John-Mark Young
Jul 8, 20235 min read
2023 WHITTIE AWARDS & HOW THE MARKET RALLY AND INTEREST RATES IMPACT VALUATIONS
A few highlights to hit before we dig into "market stuff" over the following few paragraphs. This last Friday, the Whitaker-Myers Wealth...
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John-Mark Young
Jul 8, 20237 min read
MONTHLY COLLEGE PLANNING UPDATE: JULY 2023
That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...
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John-Mark Young
Jul 3, 20234 min read
MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS
The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...
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