Blog

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...

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 has been a critical systematic financial instrument for millions of Americans for decades. The positive side of social security is that, if it was completely wiped out today, millions of Americans would have no where to go for income in retirement. It has also been a long-term way to almost “force” people to save for retirement, which should be thought of...

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...

At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...

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...

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...

Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...

If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...

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...

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...

Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

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...

For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

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...

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...

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

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

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

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

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