An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
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...
About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
Working daily to become a Millionaire The premise of which workplace plan to select assumes that you have a workplace plan available to...
Exploring the 529 and the UTMA for College Savings Options With the fall semester commencing, it’s an appropriate time to consider saving...
Roth and Traditional IRAs With a Roth Individual Retirement Account (IRA), money is put in after paying income tax on it, and then you...
One tax most are not familiar with is the Net Investment Income Tax or NIIT. This is also sometimes referred to as the Obamacare...
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...
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...
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...
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...
Worrying can be okay “The market climbs a wall of worry” and “This time is different” are two of my favorite quotes regarding investing....
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...
Is the 4th of July the new “Back to School” time of year? For many, the 4th of July seems like halfway through summer. And if you have...
Hopefully, you'll excuse my two-week hiatus from "What We Learned in the Markets." I'll be back next week and better than ever when I...
Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...
