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How can I benefit from tax loss harvesting? - PART II
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...
Matthew Harris
Mar 242 min read
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Financial Aid Chaos: What Is Going On?
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...
John-Mark Young
Mar 173 min read
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The Importance of Business Cycles in Financial Planning
When it comes to financial planning, it's important to recognize what we can and cannot control. We can control our own behavior, make...
Stephen Armstrong
Mar 175 min read
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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...
Ben Allen
Feb 255 min read
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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...
David Gearhart
Feb 202 min read
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John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation
John-Mark Young earns the ChFC designation from the American College of Financial Services
Whitaker Myers
Jan 232 min read
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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.
John-Mark Young
Jan 14 min read
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2025 Market Outlook: 5 Insights but No Prediction
5 Insights for your financial, saving and investing life for 2025.
John-Mark Young
Dec 22, 20247 min read
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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.
Whitaker Myers
Dec 14, 20242 min read
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Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
Ben Allen
Nov 21, 20244 min read
240

Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...
Kelly Kranstuber
Nov 21, 20244 min read
146


Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
Whitaker Myers
Nov 18, 20242 min read
128

The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
Mica McKenna
Oct 21, 20244 min read
176

Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
Summit Puri
Oct 21, 20243 min read
167

Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
Kelly Kranstuber
Oct 14, 20244 min read
173

Intentionality Series: Part 2
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...
Summit Puri
Oct 7, 20243 min read
184

Actively Managed vs. Passively Managed Funds
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...
David Gearhart
Sep 30, 20243 min read
177

Can I be a Millionaire?
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....
Matthew Harris
Sep 30, 20248 min read
160

Intentionality Series: Part 1
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...
Summit Puri
Sep 9, 20242 min read
160

Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
David Gearhart
Sep 3, 20243 min read
170
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