top of page

Blog

BE SURE TO AVOID CORONAVIRUS SCAMS

April 30, 2020

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

Read More...

BE SURE TO AVOID CORONAVIRUS SCAMS

CARES ACT: RETIREMENT PLAN CHANGES

April 22, 2020

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

Read More...

CARES ACT: RETIREMENT PLAN CHANGES

4 THINGS TO DO WITH YOUR STIMULUS CHECK:

April 20, 2020

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

Read More...

4 THINGS TO DO WITH YOUR STIMULUS CHECK:

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

March 26, 2020

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

Read More...

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

March 24, 2020

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

Read More...

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

MARKET UPDATE

March 13, 2020

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...

Read More...

MARKET UPDATE

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

March 6, 2020

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...

Read More...

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

WORRIED ABOUT THE STOCK MARKET DOWNTURN?

February 28, 2020

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...

Read More...

WORRIED ABOUT THE STOCK MARKET DOWNTURN?

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

February 27, 2020

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...

Read More...

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

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

February 21, 2020

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

Read More...

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

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

January 28, 2020

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

Read More...

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

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

January 24, 2020

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...

Read More...

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

5 UNIQUE WAYS TO SAVE MONEY

December 31, 2019

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

Read More...

5 UNIQUE WAYS TO SAVE MONEY

WHAT IS A ROTH IRA?

December 26, 2019

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...

Read More...

WHAT IS A ROTH IRA?

HOW TO HOST ON A BUDGET

November 26, 2019

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...

Read More...

HOW TO HOST ON A BUDGET

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

November 25, 2019

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

Read More...

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

October 25, 2019

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,...

Read More...

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

HOW TO PAY OFF YOUR DEBT

September 23, 2019

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

Read More...

HOW TO PAY OFF YOUR DEBT

DO YOU BALANCE YOUR CHECKING ACCOUNT?

September 17, 2019

Do you? I mean, really… do you balance your checkbook (or your checking account)?? You are probably in one of three camps right now… Camp...

Read More...

DO YOU BALANCE YOUR CHECKING ACCOUNT?

WHAT’S A SINKING FUND? WHY DO I NEED ONE?

September 10, 2019

Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank...

Read More...

WHAT’S A SINKING FUND? WHY DO I NEED ONE?
bottom of page