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Tis the Season! Wedding Season that is!

Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...

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July 1, 2022

Tis the Season! Wedding Season that is!

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...

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June 30, 2022

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

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June 24, 2022

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...

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June 23, 2022

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

BEAR MARKETS: NORMAL BUT NOT FUN

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

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June 16, 2022

BEAR MARKETS: NORMAL BUT NOT FUN

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

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June 16, 2022

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

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June 8, 2022

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

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June 1, 2022

INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...

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May 31, 2022

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...

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May 27, 2022

I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...

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May 11, 2022

STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

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May 10, 2022

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

Dave’s 4 categories for Investing.

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May 5, 2022

UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

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April 27, 2022

AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

NEW RAMSEY PERSONALITY: KRISTINA ELLIS

Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

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April 27, 2022

NEW RAMSEY PERSONALITY: KRISTINA ELLIS

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

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April 18, 2022

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

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...

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April 13, 2022

COMPANY STOCK: HOW MUCH IS TOO MUCH?

PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

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April 13, 2022

PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

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...

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April 13, 2022

WE DO BETTER, WHEN YOU DO BETTER!

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

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April 7, 2022

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
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