top of page

Blog

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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

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
bottom of page