John-Mark Young
CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
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John-Mark Young
Jun 10, 20235 min read
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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Kelly Kranstuber
Apr 12, 20223 min read
COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
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Logan Doup
Apr 12, 20223 min read
WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
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John-Mark Young
Feb 23, 20212 min read
WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
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Griffin Lusk
Jan 14, 20213 min read
THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
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Whitaker Myers
Oct 15, 20202 min read
TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...
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John-Mark Young
Oct 14, 20205 min read
COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...
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Seth Buckwalter
Oct 13, 20202 min read
WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....
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Whitaker Myers
Sep 29, 20202 min read
BUDGETING FOR OCTOBER EXPENSES
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...
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Griffin Lusk
Sep 17, 20204 min read
TAX IMPLICATIONS OF SOCIAL SECURITY
How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...
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John-Mark Young
Sep 17, 20203 min read
DOES THE STOCK MARKET REALLY DROP IN PRESIDENTIAL ELECTION YEARS?
Fall in Ohio is a magical time, isn’t it? The heat of the summer is dissipating yet the sting of winter’s cold days is far enough off...
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Whitaker Myers
Aug 27, 20205 min read
HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)
At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...
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Andrew Young
Aug 24, 20203 min read
AUGUST IS #ABLETOSAVE MONTH
Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...
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Whitaker Myers
Aug 5, 20202 min read
WHAT IS RAMSEY+?
If you follow Dave Ramsey’s principals, then I’m sure you know how important budgeting is! EveryDollar is Ramsey Solutions’ budgeting...
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Whitaker Myers
Jul 29, 20203 min read
DO YOU HAVE TERM LIFE INSURANCE?
Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...
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Whitaker Myers
Jul 21, 20205 min read
OPERS MEMBERS - YOU HAVE 3 RETIREMENT PLAN OPTIONS
If you are an OPERS employee, you may or may not already know that you have a choice in the type of retirement plan that you participate...
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Whitaker Myers
Jun 29, 20202 min read
RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"
Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...
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Whitaker Myers
Jun 22, 20203 min read
CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL
This pandemic has had an impact on all of us in one way or another and for some people, it may mean that they find themselves changing...
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