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Don’t Play ‘Retirement Roulette’

Managing the sequence of return risk in your retirement planning process I am not a gambler.  But I have seen it close enough to...

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February 25, 2025

Don’t Play ‘Retirement Roulette’

The Coefficient of Correlation

In previous posts, we’ve discussed how when we look at comparing returns, it is important to make sure that we compare like to like. For...

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February 25, 2025

The Coefficient of Correlation

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

Introduction Are you a homeowner? Did you install any new systems in your home during the past year (such as a water heater, skylight, a...

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February 20, 2025

The Overlooked Tax Credit: The Residential Clean Energy Tax Credit

How To Start Saving as a Young Adult

When starting a career as a young adult, it can often be challenging to understand the best ways to use your money. It can be...

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February 20, 2025

How To Start Saving as a Young Adult

Generational Wealth Transfer

Looking toward the future We are in the first innings of what will be the greatest transfer of wealth in US history. It is estimated that...

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February 3, 2025

Generational Wealth Transfer

Estate Planning: Wills and what you need to know about them

If you listen to The Dave Ramsey Show  for just one episode, it will become very apparent that he is very passionate about relaying the...

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February 3, 2025

Estate Planning: Wills and what you need to know about them

Tech and the S&P 500

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

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January 27, 2025

Tech and the S&P 500

John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

John-Mark Young earns the ChFC designation from the American College of Financial Services

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January 24, 2025

John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

SEP IRA vs. Solo 401(k)

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

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January 21, 2025

SEP IRA vs. Solo 401(k)

Remember When: Tim Hilterman Featured on Ramsey Solutions EntreLeadership Podcast

Tim Hilterman gets a shout out on the EntreLeadership Podcast.

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January 17, 2025

Remember When: Tim Hilterman Featured on Ramsey Solutions EntreLeadership Podcast

Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

Health Savings Accounts can be used to save money on taxes and provide strategic tax planning for higher income years.

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January 1, 2025

Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

2025 Market Outlook: 5 Insights but No Prediction

5 Insights for your financial, saving and investing life for 2025.

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December 22, 2024

2025 Market Outlook: 5 Insights but No Prediction

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

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December 21, 2024

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

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December 19, 2024

What is the Homestead Tax Exemption

What you can do in 2025 to take control of your financial life

The new year can fill you with a sense of hope and expectation.  There are new goals to reach and new challenges to tackle.  Something...

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December 19, 2024

What you can do in 2025 to take control of your financial life

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

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December 19, 2024

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

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December 19, 2024

Understanding Mean Reversion in Trading

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers

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December 14, 2024

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.

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December 14, 2024

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

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December 12, 2024

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer
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