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Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

November 3, 2024

Whitaker-Myers Group named Wooster Chamber of Commerce Business of the Year

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Whitaker-Myers Group Named Wooster Chamber of Commerce Business of the Year

How Fee-Based Advisors work and the benefits to you

October 28, 2024

What is a Fee-Based Advisor? When looking for the right financial advisor , several questions should be at the top of anyone’s mind ....

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How Fee-Based Advisors work and the benefits to you

How to manage an Inherited IRA

October 28, 2024

I’ve inherited an IRA… now what do I do? Inherited IRAs can seem overwhelming when the time comes to inherit one. It seems...

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How to manage an Inherited IRA

The Power of Principal-Only Payments

October 21, 2024

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

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The Power of Principal-Only Payments

Intentionality Series: Part 3

October 21, 2024

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

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Intentionality Series: Part 3

Traditional 401(k) vs. Roth 401(k)

October 14, 2024

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

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Traditional 401(k) vs. Roth 401(k)

Employer Annual Benefits Enrollment – What You Need to Consider - 2024

October 14, 2024

For most companies, the 4th quarter of the year is an essential time for registering for benefits.  According to the Bureau of Labor...

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Employer Annual Benefits Enrollment – What You Need to Consider - 2024

Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

October 7, 2024

Grant Jennings joins Whitaker-Myers Wealth Managers

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Whitaker-Myers Wealth Managers Welcomes Grant Jennings, CFP® as New Financial Advisor in Cincinnati, Ohio

The Bond Market Simplified

October 7, 2024

From conversations I’ve had, most investors have a firm grasp of why stocks move up and down (because of market trends, economy, or...

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The Bond Market Simplified

Intentionality Series: Part 2

October 7, 2024

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

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Intentionality Series: Part 2

Actively Managed vs. Passively Managed Funds

September 30, 2024

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

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Actively Managed vs. Passively Managed Funds

Can I be a Millionaire?

September 30, 2024

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

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Can I be a Millionaire?

How Dollar-Cost Averaging Can Help Investors Get Into the Market

September 23, 2024

As with many things in life, knowing what we’re supposed to do and actually doing it are two separate things. This is true for our...

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How Dollar-Cost Averaging Can Help Investors Get Into the Market

Have you thought about Disability Insurance? If not, the time is now.

September 23, 2024

Most Valu able Asset Your most valuable asset isn’t your home, car, or retirement account. It’s the ability to make an income. Your...

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Have you thought about Disability Insurance? If not, the time is now.

Monetary Policy vs Fiscal Policy: What’s What with the Economy

September 16, 2024

It seems that the topics of inflation and interest rates have been all over the news this year, as buying groceries and owning a home...

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Monetary Policy vs Fiscal Policy: What’s What with the Economy

OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

September 16, 2024

If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan you participate in....

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OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS

Intentionality Series: Part 1

September 9, 2024

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...

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Intentionality Series: Part 1

Section 121 Exclusion

September 9, 2024

Home appreciation has many sellers worried about the tax consequences that may come with selling their house. A frequently asked question...

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Section 121 Exclusion

Timing vs. Time in the Market

September 3, 2024

Time in, or Timing investments In an article written by our very own Clay Reynolds , he sets up this discussion really well. I’d...

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Timing vs. Time in the Market

Options for Retiring Before 59 ½

September 3, 2024

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

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Options for Retiring Before 59 ½
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