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....

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...

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...

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...

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

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

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

If you are anything like me, you have probably registered for hundreds, and what feels like maybe even thousands, of accounts online that...

Being in the industry of helping everyday people save and plan for retirement has provided insight into what it takes to be successful...

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...

Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...