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CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
John-Mark Young
Jul 1, 20236 min read
188


LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
John-Mark Young
Jun 11, 20235 min read
167


SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
Kelly Kranstuber
Sep 10, 20224 min read
175


COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
Kelly Kranstuber
Apr 13, 20223 min read
172


WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
Logan Doup
Apr 13, 20223 min read
186


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
179


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
170


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 16, 20202 min read
162


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 15, 20205 min read
179


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 14, 20202 min read
160


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 30, 20202 min read
162


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 18, 20204 min read
164


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 18, 20203 min read
167

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 28, 20205 min read
173


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 25, 20203 min read
170

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 6, 20202 min read
167


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 30, 20203 min read
165


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 22, 20205 min read
187


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 30, 20202 min read
171


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 23, 20203 min read
173
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