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WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

If you are wanting to save money for your kids, the next question is always “what type of account should I open for them?” The answer...

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May 29, 2020

WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

INVESTING FOR KIDS? YOUR CHILD’S ACCOUNT CAN BE INVESTED INSTEAD OF BEING AT THE BANK

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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May 14, 2020

INVESTING FOR KIDS? YOUR CHILD’S ACCOUNT CAN BE INVESTED INSTEAD OF BEING AT THE BANK

BE SURE TO AVOID CORONAVIRUS SCAMS

The COVID-19 pandemic has impacted everyone in one way or another. Unfortunately, one-way that some people are being impacted is by scams...

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April 30, 2020

BE SURE TO AVOID CORONAVIRUS SCAMS

CARES ACT: RETIREMENT PLAN CHANGES

The COVID-19 virus has changed our lives, at least for the short run, in impactful ways. As financial advisors, none more pressing than...

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April 22, 2020

CARES ACT: RETIREMENT PLAN CHANGES

4 THINGS TO DO WITH YOUR STIMULUS CHECK:

As you know, the government is issuing stimulus checks in order to help balance out the hardships that many people are feeling right now....

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April 20, 2020

4 THINGS TO DO WITH YOUR STIMULUS CHECK:

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific...

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March 26, 2020

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

In an interview done in September 2019, fund manager Dan Ivascyn, who is the chief investment officer of PIMCO, where he leads the firms...

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March 24, 2020

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

MARKET UPDATE

At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our...

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March 13, 2020

MARKET UPDATE

DAVE RAMSEY'S THOUGHTS ON HOW THE CORONAVIRUS IS AFFECTING THE ECONOMY

Last week, we shared a few articles that we have found to be helpful in understanding what is happening with the stock market. If you...

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March 6, 2020

DAVE RAMSEY'S THOUGHTS ON HOW THE CORONAVIRUS IS AFFECTING THE ECONOMY

WORRIED ABOUT THE STOCK MARKET DOWNTURN?

If you have been watching the news and paying attention to the stock market over the past week, then you know the stock market has been...

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February 28, 2020

WORRIED ABOUT THE STOCK MARKET DOWNTURN?

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

We know that finding a Financial Advisor is a big decision. We also know that sometimes it can be hard to even know what questions you...

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February 27, 2020

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT

As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial...

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February 21, 2020

SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...

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January 28, 2020

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

WHAT SHOULD I DO WITH MY 401(K) FROM MY PREVIOUS EMPLOYER?

If you recently got a new job, you may be wondering what you should do with your 401(K) (or another employer plan) from your previous...

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January 24, 2020

WHAT SHOULD I DO WITH MY 401(K) FROM MY PREVIOUS EMPLOYER?

5 UNIQUE WAYS TO SAVE MONEY

As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and...

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December 31, 2019

5 UNIQUE WAYS TO SAVE MONEY

WHAT IS A ROTH IRA?

As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...

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December 26, 2019

WHAT IS A ROTH IRA?

HOW TO HOST ON A BUDGET

It's the holiday season and chances are, you will either be hosting or attending quite a few dinners! If you are hosting and are looking...

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November 26, 2019

HOW TO HOST ON A BUDGET

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like...

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November 25, 2019

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However,...

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October 25, 2019

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

HOW TO PAY OFF YOUR DEBT

If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in...

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September 23, 2019

HOW TO PAY OFF YOUR DEBT
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