Generational Wealth Transfer

Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

Estate Planning: Wills and what you need to know about them

If you listen to The Dave Ramsey Show  for just one episode, it will become very apparent that he is very passionate about relaying the...

John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

John-Mark Young earns the ChFC designation from the American College of Financial Services

SEP IRA vs. Solo 401(k)

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

Why Make Backdoor Roth IRA Contributions?

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

How Fee-Based Advisors work and the benefits to you

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....