Retirement Planning

2025 Market Outlook: 5 Insights but No Prediction

John-Mark Young

4 days ago7 min read

Economy

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

Tim Hilterman

5 days ago2 min read

Retirement Planning

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

What you can do in 2025 to take control of your financial life

Tim Hilterman

7 days ago3 min read

Economy

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...

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

John-Mark Young

Dec 144 min read

Retirement Planning

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

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Whitaker Myers

Dec 142 min read

Retirement Planning

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.

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

John-Mark Young

Dec 123 min read

Retirement Planning

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

Planning Ahead – 2025 Retirement Contribution Limit Changes

Andrew Young

Dec 93 min read

Retirement Planning

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...

Why Make Backdoor Roth IRA Contributions?

Ben Allen

Nov 214 min read

Retirement Planning

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...

Logan Doup

Nov 184 min read

Economy

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...

Drew Hodgson

Nov 183 min read

Economy

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...

How Fee-Based Advisors work and the benefits to you

Ethan Barry

Oct 283 min read

Retirement Planning

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 ....

Clay Reynolds

Oct 282 min read

Retirement Planning

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...

Kelly Kranstuber

Oct 144 min read

Retirement Planning

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...

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Andrew Young

Oct 146 min read

Retirement Planning

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...

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

John-Mark Young

Oct 72 min read

Stock Market Investing

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

Grant Jennings joins Whitaker-Myers Wealth Managers

Summit Puri

Oct 73 min read

Stock Market Investing

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...

Matthew Harris

Sep 308 min read

Retirement Planning

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....

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

John-Mark Young

Sep 165 min read

Retirement Planning

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....

Summit Puri

Sep 32 min read

Retirement Planning

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...

David Gearhart

Sep 33 min read

Retirement Planning

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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