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WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

Seth Buckwalter
Oct 14, 20202 min read
172


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...

Whitaker Myers
Sep 30, 20202 min read
174


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...

Whitaker Myers
Sep 29, 20202 min read
120


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...

Griffin Lusk
Sep 18, 20204 min read
174


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...

Whitaker Myers
Aug 28, 20205 min read
181


WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)
Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

Whitaker Myers
Aug 27, 20203 min read
119


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...

Andrew Young
Aug 25, 20203 min read
183


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...

Whitaker Myers
Aug 10, 20204 min read
105


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...

Whitaker Myers
Jul 30, 20203 min read
179


RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"
Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

Whitaker Myers
Jun 30, 20202 min read
183


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...

Whitaker Myers
Jun 23, 20203 min read
185


YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK
For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

Whitaker Myers
Jun 19, 20203 min read
118


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...

Whitaker Myers
May 29, 20203 min read
198


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...

Whitaker Myers
May 14, 20203 min read
183


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...

Whitaker Myers
Apr 30, 20203 min read
106


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...

Whitaker Myers
Mar 26, 20202 min read
183
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...

Whitaker Myers
Mar 24, 20201 min read
116


MARKET UPDATE
At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our...

John-Mark Young
Mar 13, 20201 min read
183


WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?
We know that finding a Financial Advisor is a big decision. We also know that sometimes it can be hard to even know what questions you...

Whitaker Myers
Feb 27, 20203 min read
116


SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT
As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial...

Whitaker Myers
Feb 21, 20201 min read
118
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