The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...
John-Mark Young earns the ChFC designation from the American College of Financial Services
Introduction If you are a small business owner or self-employed, you may be looking for tax-advantaged ways to save for retirement above...
Tim Hilterman gets a shout out on the EntreLeadership Podcast.
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.
The Social Security Fairness Act was approved in the House in November and in the Senate early Saturday morning.
The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...
The new year can fill you with a sense of hope and expectation. There are new goals to reach and new challenges to tackle. Something...
For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...
What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...
Cleveland Clinic and Fidelity BrokerageLink - a powerful combo for retirement savers
Ohio STRS announced recent changes to the benefit eligibility of the defined benefit plan.
Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.
The IRS recently announced the changes to the retirement contribution limits for 2025 for the various retirement account types. To...
Whitaker-Myers Wealth Managers at a team building event.
A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...
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