Creating Offense and Defense In Your Portfolio Is The Key To Success In Retirement Investing.

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...

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...

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

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...

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

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

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

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

So many terms in the financial industry  seem mysterious and confusing, and some even sound completely made up.  The Backdoor Roth IRA...

Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...

Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com

In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...

Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...

Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...

Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...

With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...

Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....

A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...