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Higher Oil Prices & US Energy Dominance

September 25, 2023

Probably one of the toughest parts of President Biden's re-election run will be the unrealistic sect of his party that believes the world...

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Higher Oil Prices & US Energy Dominance

Long-Term Care: Do you have a plan?

September 20, 2023

Like many other issues in life, if you do not have a plan, you are planning to fail. Although we will address the financial aspect of...

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Long-Term Care: Do you have a plan?

What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

September 20, 2023

Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

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What Ohio’s EdChoice program can mean for you, and what scholarship money could be available

Breaking the cycle of Paycheck to Paycheck in 4 Steps

September 14, 2023

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

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Breaking the cycle of Paycheck to Paycheck in 4 Steps

What is an Emergency Fund, and Why Do I Need One?

September 14, 2023

An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

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What is an Emergency Fund, and Why Do I Need One?

Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

September 2, 2023

Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

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Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals

Why Bonds Are Still Essential for the Retirees Portfolio

September 2, 2023

My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...

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Why Bonds Are Still Essential for the Retirees Portfolio

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

September 2, 2023

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

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Personal Savings, Record Credit Card Debt & Their Effect on the Economy

Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

September 1, 2023

You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...

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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees

Which Workplace Retirement Plan Should I Select?

September 1, 2023

Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...

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Which Workplace Retirement Plan Should I Select?

College Savings Options

August 24, 2023

Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...

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College Savings Options

All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

August 17, 2023

Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...

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All Things Roth: IRAs, Employer Plans, Backdoor Roth IRA & Mega Backdoor Roth

The High Earners Tax - Net Investment Income Tax

August 17, 2023

One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...

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The High Earners Tax - Net Investment Income Tax

Monthly College Planning Update: August 2023

August 12, 2023

What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

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Monthly College Planning Update: August 2023

John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

August 12, 2023

President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

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John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation

What We Learned in the Markets This Week: August 11th 2023

August 12, 2023

1. The summer in parts of the country has been hot, hot, hot, while other parts of the country, like our home office in Ohio, have...

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What We Learned in the Markets This Week: August 11th 2023

Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

August 8, 2023

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...

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Investing for Kids Your Child's Account Can Be Invested Instead of Being at the Bank

What Fitch's U.S. Debt Downgrade Means for Investors

August 5, 2023

Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...

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What Fitch's U.S. Debt Downgrade Means for Investors

RISK ASSETS

August 2, 2023

Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....

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RISK ASSETS

HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY

August 2, 2023

Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...

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HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
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