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BACK TO SCHOOL BUDGETS
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...

Whitaker Myers
Aug 11, 20214 min read


PROTECT YOUR INCOME: BUY DISABILITY INSURANCE
We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...

John-Mark Young
Aug 2, 20215 min read


COMPOUND INTEREST
Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...

Griffin Lusk
Jul 27, 20212 min read


CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?
Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

John-Mark Young
Jul 19, 20214 min read


A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS
In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

John-Mark Young
Jul 12, 20214 min read


HEALTH INSURANCE FOR THE PRE 65 RETIREE
Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

John-Mark Young
Jun 7, 20215 min read


NEW MONTHLY REPORTING AVAILABLE
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

John-Mark Young
Jun 7, 20213 min read


ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

John-Mark Young
May 17, 20213 min read


THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

Griffin Lusk
May 17, 20214 min read


THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

Joe Mains
Feb 23, 20213 min read


REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING
Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...

John-Mark Young
Feb 23, 20213 min read


WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

John-Mark Young
Feb 23, 20212 min read


THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

Griffin Lusk
Jan 14, 20213 min read


TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

Whitaker Myers
Oct 15, 20202 min read


COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

John-Mark Young
Oct 14, 20205 min read


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 13, 20202 min read


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 29, 20202 min read


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 28, 20202 min read


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 17, 20204 min read


DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...

John-Mark Young
Sep 17, 20203 min read
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