The 50/30/20 Budgeting Rule

The 50/30/20 rule offers a simple way to manage your money: 50% for needs, 30% for wants, and 20% for savings and investments. With today’s rising costs, some may need to adjust closer to an 80/20 budget—but keeping that 20% dedicated to savings is key to long-term success. Mica McKenna breaks down how to apply the rule, adapt it to your situation, and keep your financial future on track.

Backdoor Roths and 401(k) Rollovers: Smart Strategy or Costly Mistake?

For high-income earners, backdoor Roth IRA contributions are a powerful way to build tax-free retirement savings. On a separate note, rolling over an old 401(k) into an IRA can also be a smart move for better investment options and lower fees. However, when these two strategies intersect, the outcome can either work in your favor—or create an unexpected tax bill. Understanding why is critical before making a move.

Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com—For the Second Year in a Row

Whitaker-Myers Wealth Managers has once again been named one of the Top 50 RIA Firms in the U.S. by ETF.com—our second consecutive year receiving this honor. This recognition highlights our expertise, growth, and leadership in helping clients navigate the ever-evolving world of Exchange Traded Funds. We are grateful for the trust of our clients and remain committed to serving with discipline and the heart of a teacher