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...

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...

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...

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...

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...

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...

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...

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

This pandemic has had an impact on all of us in one way or another and for some people, it may mean that they find themselves changing...

WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

If you are wanting to save money for your kids, the next question is always “what type of account should I open for them?” The answer...

BE SURE TO AVOID CORONAVIRUS SCAMS

The COVID-19 pandemic has impacted everyone in one way or another. Unfortunately, one-way that some people are being impacted is by scams...

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific...

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

In an interview done in September 2019, fund manager Dan Ivascyn, who is the chief investment officer of PIMCO, where he leads the firms...