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What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...
Jake Buckwalter
Sep 20, 20232 min read
Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...
Drew Hodgson
Sep 14, 20234 min read
What is an Emergency Fund, and Why Do I Need One?
An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...
Stephen Armstrong
Sep 14, 20233 min read
Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
John-Mark Young
Sep 2, 20236 min read
Why Bonds Are Still Essential for the Retirees Portfolio
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...
John-Mark Young
Sep 2, 20236 min read
Personal Savings, Record Credit Card Debt & Their Effect on the Economy
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...
John-Mark Young
Sep 2, 20236 min read
Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
Kelly Kranstuber
Aug 31, 20233 min read
Which Workplace Retirement Plan Should I Select?
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
Matthew Harris
Aug 31, 20236 min read
College Savings Options
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
Nick Allen
Aug 24, 20235 min read
All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
Stephen Armstrong
Aug 17, 20234 min read
The High Earners Tax - Net Investment Income Tax
One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...
Andrew Young
Aug 17, 20232 min read
Monthly College Planning Update: August 2023
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...
John-Mark Young
Aug 12, 20234 min read
John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...
Whitaker Myers
Aug 12, 20232 min read
What We Learned in the Markets This Week: August 11th 2023
1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...
John-Mark Young
Aug 12, 20235 min read
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...
John-Mark Young
Aug 8, 20233 min read
What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...
John-Mark Young
Aug 4, 20236 min read
RISK ASSETS
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....
Jake Buckwalter
Aug 2, 20232 min read
HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
John-Mark Young
Aug 2, 20237 min read
OPTIMAL SAVING & INVESTING
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...
Drew Hodgson
Jul 30, 20234 min read
PROACTIVE APPROACH ON BACK TO SCHOOL
Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...
Lindsey Curry
Jul 30, 20233 min read
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