The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...
How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...
As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...
Artificial Intelligence (AI) is a hot-button topic and has been for many years now. At the 2024 CES (Consumer Electronics Show) in Las...
Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...
This week, we continue our journey of navigating financial metrics. Some believe there is a secret sauce to investing, or better yet,...
What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...
In this week’s edition of the Investment Corner, we explore a few key risk metrics. The correlation coefficient and performance formula...
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Taxes can be a frustrating and challenging topic to keep straight. Knowing what taxes come into play in various situations, with such a...
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
Warren Buffet, chairman and CEO of Berkshire Hathaway, has referred to investing as “simple but not easy.” What makes it so simple is...
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
January. The first month of the year. For many, this means new diets and weight loss goals, new habits to form (or break), and ways to...
Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...
A recent Vanguard study identified the importance of trust between clients and their financial advisors. In this article, we will discuss...
An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...
Opportunity cost is the benefit of what an individual misses out on when they spend their funds on a particular item vs another item or...
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
