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Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

Kelly Kranstuber
Mar 18, 20244 min read
190


Opportunity cost: An objective valuation and impact of your decisions
Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

Summit Puri
Mar 4, 20244 min read
197


Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

David Gearhart
Feb 29, 20243 min read
165


The Wealthy Concept: but make it We(a)llthy!
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...

Summit Puri
Feb 15, 20243 min read
107


No Spend Week – can you do it?
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...

Lindsey Curry
Jan 4, 20243 min read
185


Getting Out of Debt
Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

Drew Hodgson
Dec 20, 20233 min read
175


What is Opportunity Cost?
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...

Logan Doup
Dec 19, 20233 min read
182


What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...

David Gearhart
Dec 7, 20233 min read
185


It’s the most wonderful time of year – Christmas and Holiday Prepping Season!
With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

Lindsey Curry
Nov 9, 20233 min read
180


Financial Planning & The Bible: Retire to Something - Not from Something
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

John-Mark Young
Nov 7, 20235 min read
171


The best cost-saving tips to experience an in-person sporting event
Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Matthew Harris
Nov 2, 20237 min read
185


Commonly Used Investing Terms That All Investors Should Know
Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

Kelly Kranstuber
Nov 2, 20235 min read
194


Giving: God, Gospel & Generosity
I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

John-Mark Young
Oct 22, 20237 min read
106


Breakfast on the go
Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

Lindsey Curry
Oct 19, 20235 min read
179


What Ohio’s EdChoice program can mean for you, and what scholarship money could be available
Ohio recently expanded the EdChoice program to allow families of all income levels to apply for some scholarships to be used in grades...

Jake Buckwalter
Sep 20, 20232 min read
238


Breaking the cycle of Paycheck to Paycheck in 4 Steps
Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

Drew Hodgson
Sep 14, 20234 min read
169


What is an Emergency Fund, and Why Do I Need One?
An emergency fund is like a safety net, providing peace of mind during unforeseen circumstances. This money needs to be liquid and...

Stephen Armstrong
Sep 14, 20233 min read
177


Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...

John-Mark Young
Sep 2, 20236 min read
180


Monthly College Planning Update: August 2023
What Are Parents Paying For? Part 2 Last month's newsletter asked the question: why parents should pay for a college education when...

John-Mark Young
Aug 12, 20234 min read
90


John-Mark Young Earns the AIF®, Accredited Investment Fiduciary Designation
President & Chief Investment Officer of Whitaker-Myers Wealth Managers, John-Mark Young recently completed the coursework and examination...

Whitaker Myers
Aug 12, 20232 min read
125
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