Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

If you listen to The Dave Ramsey Show  for just one episode, it will become very apparent that he is very passionate about relaying the...

John-Mark Young earns the ChFC designation from the American College of Financial Services

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

5 Insights for your financial, saving and investing life for 2025.

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

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...

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

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...

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

Grant Jennings joins Whitaker-Myers Wealth Managers