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

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

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...

After a historic campaign, Donald Trump has won the 2024 presidential election and Republicans have won control of the Senate. For half...

The Efficient Market Hypothesis  (EMH) The efficient market hypothesis (EMH) is a theory that suggests that share prices accurately...

How to think about the Presidential Election as it relates to my investment portfolio

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...

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

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

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...