John-Mark Young
ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
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Griffin Lusk
May 17, 20214 min read
THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...
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Joe Mains
Feb 23, 20213 min read
THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...
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John-Mark Young
Feb 23, 20213 min read
REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING
Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...
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John-Mark Young
Feb 23, 20212 min read
WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
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Griffin Lusk
Jan 14, 20213 min read
THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
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Whitaker Myers
Oct 15, 20202 min read
TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...
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John-Mark Young
Oct 14, 20205 min read
COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...
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Seth Buckwalter
Oct 13, 20202 min read
WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....
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Whitaker Myers
Sep 29, 20202 min read
BUDGETING FOR OCTOBER EXPENSES
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...
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Whitaker Myers
Sep 28, 20202 min read
NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET
I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...
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Griffin Lusk
Sep 17, 20204 min read
TAX IMPLICATIONS OF SOCIAL SECURITY
How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...
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John-Mark Young
Sep 17, 20203 min read
DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...
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Whitaker Myers
Aug 27, 20205 min read
HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)
At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...
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Whitaker Myers
Aug 26, 20203 min read
WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...
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Andrew Young
Aug 24, 20203 min read
AUGUST IS #ABLETOSAVE MONTH
Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...
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Whitaker Myers
Aug 9, 20204 min read
HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!
Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...
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Whitaker Myers
Aug 5, 20202 min read
WHAT IS RAMSEY+?
If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...
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Whitaker Myers
Jul 29, 20203 min read
DO YOU HAVE TERM LIFE INSURANCE?
Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...
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Whitaker Myers
Jul 21, 20205 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 that you participate...
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