The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...

Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.”  What makes it so simple is...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

The IRS recently announced the changes to the retirement contribution limits for 2024 for the various retirement account types. To make...

The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...