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, you probably have been given information on how to rollover your old employer’s plan to another eligible retirement plan, like an IRA. A rollover occurs when you withdraw funds from an eligible retirement plan, like a 401(k), to another eligible retirement plan, like another 401(k) or an IRA, within 60 days. This typically occurs when you le

The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...

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

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

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...

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out before age 59 and a half. It can go by many names: individual account, joint account, gap account, bridge account, non-retirement account, cash account, business account, or margin account, to name a few. It will never be the advice from a Whitaker-Myers Wealth Managers SmartVestor Pro to borrow money from a bank to invest, so please be very

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand the jargon used in the investment world. News media hosts and financial advisors are notorious for using acronyms and terms that average or new investors are unfamiliar with. A common word for this is “Finglish” or “Financial English.” Whether it is to try and impress their audience or sound more intelligent than they are, using “Finglish” mo

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what? This article will outline your options and point out some pros and cons of each option. Option 1: Leave the funds in the former employer’s plan You can leave your savings in the old plan if its terms allow it. While most plans will let you do this, that is not always true. Many plans will automatically roll your savings into an IRA if it is und

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...