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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Logan Doup
Nov 184 min read
What are Annuities?
Annuities “You get an annuity; you get an annuity, you get an annuity, and in fact… everyone gets an ANNUITY!” It's not a common phrase...
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Drew Hodgson
Nov 183 min read
New Thoughts on Term Life Insurance
Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's principles, we should be familiar with his...
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Ethan Berry
Oct 283 min read
How Fee-Based Advisors work and the benefits to you
What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....
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Clay Reynolds
Oct 282 min read
How to manage an Inherited IRA
I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...
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Kelly Kranstuber
Oct 144 min read
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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Andrew Young
Oct 146 min read
Employer Annual Benefits Enrollment – What You Need to Consider - 2024
For most companies, the 4th quarter of the year is an essential time for registering for benefits. According to the Bureau of Labor...
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John-Mark Young
Oct 72 min read
Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio
Grant Jennings joins Whitaker-Myers Wealth Managers
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Summit Puri
Oct 73 min read
Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...
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Matthew Harris
Sep 308 min read
Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....
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John-Mark Young
Sep 165 min read
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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Summit Puri
Sep 32 min read
Timing vs. Time in the Market
Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...
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David Gearhart
Sep 33 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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Nick Allen
Aug 194 min read
Individual Stocks: Risk, Reward
At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...
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Jake Buckwalter
Aug 123 min read
What Portfolio Rebalancing is, and its importance
What does “Portfolio Rebalancing” mean? There are many terms used in the finance world. You may have heard your financial advisor or...
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Summit Puri
Jul 14 min read
Asset Allocation Strategies -The Perfect Melody of Style, Strategy, Monitoring and Rebalancing
Recap Last week, we dove into defining the difference between asset location and asset allocation. As a quick refresher, asset location...
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Jake Buckwalter
Jun 242 min read
What is a Password Manager?
If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...
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Clay Reynolds
Jun 242 min read
A Breakdown of SIMPLE IRAs
SIMPLE IRAs are often mentioned when talking to clients. They either have one with a previous employer or want to know if they would...
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David Gearhart
Jun 103 min read
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
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Kelly Kranstuber
Jun 32 min read
Roth IRAs and Backdoor Roth IRA Contributions
What is a Roth IRA A Roth IRA is an investment vehicle that allows people to save for retirement using after-tax dollars. Those dollars...
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