Financial Advisor | Whitaker Myers

Planning Ahead – 2025 Retirement Contribution Limit Changes

Andrew Young

Dec 93 min read

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...

Joe Mains

Nov 213 min read

Economy

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

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...

Additional Types of Insurance for Families and Individuals to Consider

Kelly Kranstuber

Nov 214 min read

Economy

Additional Types of Insurance for Families and Individuals to Consider

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

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...

President Trump’s Election Victory and Investing

Stephen Armstrong

Nov 115 min read

Economy

President Trump’s Election Victory and Investing

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

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...

Jake Buckwalter

Oct 73 min read

Economy

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...

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....

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

Stephen Armstrong

Sep 235 min read

Economy

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...

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

Nick Allen

Sep 164 min read

Economy

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

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....

Nick Allen

Aug 194 min read

Retirement Planning

Individual Stocks: Risk, Reward

At Whitaker Myers Wealth Managers , we aren’t shy about the importance of portfolio diversification. Because fund-based investing is...

What Portfolio Rebalancing is, and its importance

Jake Buckwalter

Aug 123 min read

Retirement Planning

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...

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

Lindsey Curry

Jul 253 min read

Whitaker-Myers Wealth Managers Named to AdvisorHub's Top 200 RIA Firm

President and Chief Investment Officer John-Mark Young has been named to AdvisorHub's list of the top Financial Advisors for a third...

Removing Private Mortgage Insurance (PMI) from your Mortgage

Andrew Young

Jul 152 min read

Economy

Removing Private Mortgage Insurance (PMI) from your Mortgage

You just bought a home, congratulations! With most people, buying a home means having a mortgage. And for homeowners who didn’t put down...

Insurance: The extra layer of protection

Logan Doup

Jul 14 min read

Financial Coaching

Insurance: The extra layer of protection

When living in the greatest country in the world, often when someone informs you, “You have to protect yourself,” you may not think they...

Jake Buckwalter

Jun 242 min read

Economy

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...

Making a House a Home: Simple Fixes on a Budget

Nick Allen

Jun 173 min read

Financial Coaching

Making a House a Home: Simple Fixes on a Budget

There is much to be said about having a home to call your own. If you’ve worked to purchase your first home (mortgage-free or even just a...

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