John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.
Lifestyle creep has a way of quietly sucking away your wealth unless you understand how to manage it. The key to long-term prosperity is...
Clay Reynolds earns his Enrolled Agent designation from the IRS.
Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.
John-Mark Young named to the Forbes List of Top In-State Wealth Advisors
STRS announced an early retirement incentive for members with the defined benefit (also known as the BD Plan, which is the pension plan)...
Please enjoy these verses that I memorized and used when going through my Certified Kingdom Advisors designation.
Summit Puri obtains his CIMA designation and is promoted to Co-Chief Investment Officer at Whitaker-Myers Wealth Managers
Introduction One topic that comes up very often during initial meetings with clients is whether or not they have a will or trust set up....
As we near the conclusion of this tax season, I have been reflecting on how confusing the tax process can be. For those who don’t live...
Last week, we took a look at tax loss harvesting and reviewed how to avoid capital gains, but we also saw examples of how this could...
Reflections on my visit to PIMCO Headquarters - fixed income, trade policy and tariffs
March is supposed to bring college acceptance letters and financial aid offers, but instead, we’ve got a bit of a hot mess. First, there...
When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...
Private Mortgage Insurance Saving for a house is a significant milestone that involves many moving parts and key factors to consider...
Life is filled with moments of change — from marriage and the birth of children to purchasing a new home or losing a loved one. Along...
Let’s start with a working definition of tax loss harvesting. Investopedia defines it as the timely selling of securities at a loss to...
Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...
My wife and I have been following Dave Ramsey and Ramsey Solutions for 30 years. We married at the age of 20 and found ourselves in a...
Managing the sequence of return risk in your retirement planning process I am not a gambler. But I have seen it close enough to...
