Blog

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out before age 59 and a half. It can go by many names: individual account, joint account, gap account, bridge account, non-retirement account, cash account, business account, or margin account, to name a few. It will never be the advice from a Whitaker-Myers Wealth Managers SmartVestor Pro to borrow money from a bank to invest, so please be very careful about...

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand the jargon used in the investment world. News media hosts and financial advisors are notorious for using acronyms and terms that average or new investors are unfamiliar with. A common word for this is “Finglish” or “Financial English.” Whether it is to try and impress their audience or sound more intelligent than they are, using “Finglish” more often than not...

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...

For those of us with children, we've lived through the "why" phase. That period in our child's life where they need to have a rational or...

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...

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...

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