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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 27, 20205 min read


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 26, 20203 min read


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 24, 20203 min read


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 9, 20204 min read


WHAT IS RAMSEY+?
If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...

Whitaker Myers
Aug 5, 20202 min read


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 29, 20203 min read


OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...

Whitaker Myers
Jul 21, 20205 min read


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 29, 20202 min read


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 22, 20203 min read


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 18, 20203 min read


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 28, 20203 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...

Whitaker Myers
May 13, 20203 min read


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 29, 20203 min read
CARES ACT: RETIREMENT PLAN CHANGES
The COVID-19 virus has changed our lives, at least for the short run, in impactful ways. As financial advisors, none more pressing than...

Whitaker Myers
Apr 21, 20204 min read


4 THINGS TO DO WITH YOUR STIMULUS CHECK:
As you know, the government is issuing stimulus checks in order to help balance out the hardships that many people are feeling right now....

Whitaker Myers
Apr 19, 20202 min read


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 25, 20202 min read
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 23, 20201 min read


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 12, 20201 min read


DAVE RAMSEY'S THOUGHTS ON HOW THE CORONAVIRUS IS AFFECTING THE ECONOMY
Last week, we shared a few articles that we have found to be helpful in understanding what is happening with the stock market. If you...

Whitaker Myers
Mar 6, 20201 min read


WORRIED ABOUT THE STOCK MARKET DOWNTURN?
If you have been watching the news and paying attention to the stock market over the past week, then you know the stock market has been...

Whitaker Myers
Feb 28, 20201 min read
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