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Whitaker Myers
3 minutes ago2 min read
John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services
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Kelly Kranstuber
2 days ago5 min read
SEP IRA vs. Solo 401(k)
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...
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John-Mark Young
Jan 162 min read
Remember When: Tim Hilterman Featured on Ramsey Solutions EntreLeadership Podcast
Tim Hilterman gets a shout out on the EntreLeadership Podcast.
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John-Mark Young
Jan 14 min read
Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning
Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.
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John-Mark Young
Dec 22, 20247 min read
2025 Market Outlook: 5 Insights but No Prediction
5 Insights for your financial, saving and investing life for 2025.
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Tim Hilterman
Dec 21, 20242 min read
The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries
The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.
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Ethan Barry
Dec 19, 20243 min read
What is the Homestead Tax Exemption
The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...
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Tim Hilterman
Dec 19, 20243 min read
What you can do in 2025 to take control of your financial life
The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...
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Joseph Browning
Dec 19, 20243 min read
The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
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Summit Puri
Dec 19, 20243 min read
Understanding Mean Reversion in Trading
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
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John-Mark Young
Dec 14, 20244 min read
Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers
Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers
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Whitaker Myers
Dec 14, 20242 min read
Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know
Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.
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John-Mark Young
Dec 12, 20243 min read
Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer
Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.
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Andrew Young
Dec 9, 20243 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...
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Whitaker Myers
Nov 25, 20242 min read
Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management
Whitaker-Myers Wealth Managers at a team building event.
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Joe Mains
Nov 21, 20243 min read
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...
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Ben Allen
Nov 21, 20244 min read
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...
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Kelly Kranstuber
Nov 21, 20244 min read
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...
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Whitaker Myers
Nov 18, 20242 min read
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
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Logan Doup
Nov 18, 20244 min read
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...
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