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Tech and the S&P 500

The S&P 500, the key benchmark for the growth and growth and income portion of an investment portfolio, is comprised of eleven sectors,...

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January 27, 2025

Tech and the S&P 500

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

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

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January 24, 2025

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

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...

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January 21, 2025

SEP IRA vs. Solo 401(k)

Remember When: Tim Hilterman Featured on Ramsey Solutions EntreLeadership Podcast

Tim Hilterman gets a shout out on the EntreLeadership Podcast.

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January 17, 2025

Remember When: Tim Hilterman Featured on Ramsey Solutions EntreLeadership Podcast

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.

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January 1, 2025

Health Savings Accounts: Maximizing Eligible Expenses and Strategic Tax Planning

2025 Market Outlook: 5 Insights but No Prediction

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

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December 22, 2024

2025 Market Outlook: 5 Insights but No Prediction

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.

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December 21, 2024

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

What is the Homestead Tax Exemption

The Homestead Tax Exemption is a legal benefit available in most states, which reduces property tax reduction on homeowners’ primary...

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December 19, 2024

What is the Homestead Tax Exemption

What you can do in 2025 to take control of your financial life

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...

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December 19, 2024

What you can do in 2025 to take control of your financial life

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

For many individuals with investments in the market and other securities, the state of the economy is critically important. But what...

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December 19, 2024

The Investor’s Guide to Navigating Economic Data: Key Reports You Can’t Ignore

Understanding Mean Reversion in Trading

What is Mean Reversion? Mean reversion is a financial concept that describes the tendency of a stock or index price to return to its...

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December 19, 2024

Understanding Mean Reversion in Trading

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

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December 14, 2024

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

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.

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December 14, 2024

Ohio STRS Announces Temporary Retirement Eligibility Changes: What Teachers Need to Know

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

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December 12, 2024

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Planning Ahead – 2025 Retirement Contribution Limit Changes

The IRS recently announced the changes to the retirement contribution limits for 2025  for the various retirement account types.  To...

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December 9, 2024

Planning Ahead – 2025 Retirement Contribution Limit Changes

Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management

Whitaker-Myers Wealth Managers at a team building event.

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November 25, 2024

Whitaker-Myers Wealth Managers Ranked 6th Best Place to Work in Money Management

Insured to Value

A Life-Changing Event Our daughter and her family experienced a horrible life-changing event this past summer. They were making home...

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November 21, 2024

Insured to Value

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...

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November 21, 2024

Why Make Backdoor Roth IRA Contributions?

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...

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November 21, 2024

Additional Types of Insurance for Families and Individuals to Consider

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

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November 19, 2024

Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
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