John-Mark Young Earns the Prestigious CFP® Certification

John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

STRS Early Retirement Option Announced

STRS announced an early retirement incentive  for members with the defined benefit (also known as the BD Plan, which is the pension plan)...

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...

Combat Pay/Tax-Exempt Pay & Your TSP

Being in the United States Military has some perks. One of those is Combat Pay. If you are earning or have ever earned money while in a...

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...

Generational Wealth Transfer

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...

Estate Planning: Wills and what you need to know about them

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...

John-Mark Young Earns Chartered Financial Consultant (ChFC®) Designation

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

SEP IRA vs. Solo 401(k)

Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...

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.

The Repeal of WEP and GPO: A Victory for Social Security Beneficiaries

The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.

Maximizing Your Cleveland Clinic Retirement Plan: The Benefits of BrokerageLink® with Whitaker-Myers Wealth Managers

Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers