Blog | Whitaker Myers Wealth Management

Long-Term Care: Do you have a plan?

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

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...

Breaking the cycle of Paycheck to Paycheck in 4 Steps

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...

What is an Emergency Fund, and Why Do I Need One?

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...

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

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,...

Why Bonds Are Still Essential for the Retirees Portfolio

John-Mark Young

Sep 2, 20236 min read

Why Bonds Are Still Essential for the Retirees Portfolio

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

John-Mark Young

Sep 2, 20236 min read

Economy

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

Kelly Kranstuber

Aug 31, 20233 min read

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

Which Workplace Retirement Plan Should I Select?

Matthew Harris

Aug 31, 20236 min read

Which Workplace Retirement Plan Should I Select?

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

Nick Allen

Aug 24, 20235 min read

College Savings Options

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

Stephen Armstrong

Aug 17, 20234 min read

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

The High Earners Tax - Net Investment Income Tax

Andrew Young

Aug 17, 20232 min read

The High Earners Tax - Net Investment Income Tax

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

Monthly College Planning Update: August 2023

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...

John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

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...

What We Learned in the Markets This Week: August 11th 2023

John-Mark Young

Aug 12, 20235 min read

Economy

What We Learned in the Markets This Week: August 11th 2023

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

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...

What Fitch's U.S. Debt Downgrade Means for Investors

John-Mark Young

Aug 4, 20236 min read

What Fitch's U.S. Debt Downgrade Means for Investors

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

Jake Buckwalter

Aug 2, 20232 min read