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REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...

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February 23, 2021

REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

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February 23, 2021

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

THE BENEFITS OF DOLLAR-COST AVERAGING

Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

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January 14, 2021

THE BENEFITS OF DOLLAR-COST AVERAGING

TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

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October 16, 2020

TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

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October 15, 2020

COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

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October 14, 2020

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

BUDGETING FOR OCTOBER EXPENSES

Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...

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September 30, 2020

BUDGETING FOR OCTOBER EXPENSES

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...

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September 29, 2020

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

TAX IMPLICATIONS OF SOCIAL SECURITY

How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...

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September 18, 2020

TAX IMPLICATIONS OF SOCIAL SECURITY

DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?

Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...

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September 18, 2020

DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?

HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)

At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...

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August 28, 2020

HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)

WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)

Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

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August 27, 2020

WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)

AUGUST IS #ABLETOSAVE MONTH

Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...

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August 25, 2020

AUGUST IS #ABLETOSAVE MONTH

HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...

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August 10, 2020

HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

WHAT IS RAMSEY+?

If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...

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August 6, 2020

WHAT IS RAMSEY+?

DO YOU HAVE TERM LIFE INSURANCE?

Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...

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July 30, 2020

DO YOU HAVE TERM LIFE INSURANCE?

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...

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July 22, 2020

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"

Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

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June 30, 2020

RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

This pandemic has had an impact on all of us in one way or another and for some people, it may mean that they find themselves changing...

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June 23, 2020

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK

For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

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June 19, 2020

YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK
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