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THE BENEFITS OF DOLLAR-COST AVERAGING

January 14, 2021

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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THE BENEFITS OF DOLLAR-COST AVERAGING

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

October 16, 2020

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

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

October 15, 2020

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

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

October 14, 2020

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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WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

BUDGETING FOR OCTOBER EXPENSES

September 30, 2020

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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BUDGETING FOR OCTOBER EXPENSES

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

September 29, 2020

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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NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

TAX IMPLICATIONS OF SOCIAL SECURITY

September 18, 2020

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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TAX IMPLICATIONS OF SOCIAL SECURITY

DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?

September 18, 2020

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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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?)

August 28, 2020

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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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)

August 27, 2020

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

AUGUST IS #ABLETOSAVE MONTH

August 25, 2020

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 IS #ABLETOSAVE MONTH

HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

August 10, 2020

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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HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

WHAT IS RAMSEY+?

August 6, 2020

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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WHAT IS RAMSEY+?

DO YOU HAVE TERM LIFE INSURANCE?

July 30, 2020

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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DO YOU HAVE TERM LIFE INSURANCE?

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

July 22, 2020

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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OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

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

June 30, 2020

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

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

June 23, 2020

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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CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

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

June 19, 2020

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

WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

May 29, 2020

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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WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

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

May 14, 2020

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