Blog | Whitaker Myers Wealth Management

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

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...

Mica McKenna

Oct 214 min read

Financial Coaching

The Power of Principal-Only Payments

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Summit Puri

Oct 213 min read

Intentionality Series: Part 3

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

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...

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

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...

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

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

Jake Buckwalter

Oct 73 min read

The Bond Market Simplified

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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...

Actively Managed vs. Passively Managed Funds

David Gearhart

Sep 303 min read

Actively Managed vs. Passively Managed Funds

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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....

How Dollar-Cost Averaging Can Help Investors Get Into the Market

Stephen Armstrong

Sep 235 min read

How Dollar-Cost Averaging Can Help Investors Get Into the Market

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

Have you thought about Disability Insurance? If not, the time is now.

Robyn Minnear

Sep 235 min read

Have you thought about Disability Insurance? If not, the time is now.

Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...

Monetary Policy vs Fiscal Policy: What’s What with the Economy

Nick Allen

Sep 164 min read

Monetary Policy vs Fiscal Policy: What’s What with the Economy

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

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....

Summit Puri

Sep 92 min read

Intentionality Series: Part 1

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

Clay Reynolds

Sep 92 min read

Section 121 Exclusion

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

Summit Puri

Sep 32 min read