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HEALTH INSURANCE FOR THE PRE 65 RETIREE

June 8, 2021

Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

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HEALTH INSURANCE FOR THE PRE 65 RETIREE

NEW MONTHLY REPORTING AVAILABLE

June 8, 2021

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

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NEW MONTHLY REPORTING AVAILABLE

ROTH CONVERSIONS - IDEAS TO CONSIDER

May 18, 2021

An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

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ROTH CONVERSIONS - IDEAS TO CONSIDER

THE BENEFITS OF DIVERSIFICATION

May 18, 2021

The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

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THE BENEFITS OF DIVERSIFICATION

THE VALUE OF FINANCIAL COACHING

February 23, 2021

You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

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THE VALUE OF FINANCIAL COACHING

REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

February 23, 2021

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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REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

February 23, 2021

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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WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

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+?
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