Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers debunks the myth of the Mortgage Interest Deduction and shares a strategy we recommend for home ownership. You can find more information about Whitaker-Myers Wealth...
Whitaker-Myers Wealth Managers
投资管理
Mansfield，Ohio 777 位关注者
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach.
关于我们
Whitaker-Myers Wealth Managers is a registered investment advisory firm based in Ohio but with a national reach. We are Dave Ramsey’s Smartvestor Pro’s, which means our advisors have the heart of a teacher and a passion for helping you. Offering a wide range of investment services and alternatives, Whitaker-Myers Wealth Managers are committed to helping you achieve your financial goals. Specializing in a planning based approach to your money, we work with clients to design investment portfolios to help meet their individual needs. Whether you need access to our full suite of financial planning ideas or need to start funding your first IRA, we will put you - and your needs - first!
- 网站
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https://whitakerwealth.com
Whitaker-Myers Wealth Managers的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Mansfield，Ohio
- 类型
- 私人持股
- 创立
- 1869
- 领域
- Retirement Planning、Roth IRA、401(k) Rollover、Traditional IRA、Mutual Funds、Social Security、SmartVestor Pro、Financial Planning、Non Retirement Investment Accounts、ETFs和Financial Advisor
地点
Whitaker-Myers Wealth Managers员工
动态
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In this week's Investment Corner, Investment Research Analyst Summit P. takes us back to math class to discuss the Coefficient of Correlation. https://lnkd.in/epawkPT5
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Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers talks about how the US Penny has become outdated...much like the financial tips he suggests you drop and pick up his trusted plan instead. You can find more information...
The Penny Is Outdated...And So Are These Financial Tips!
https://www.youtube.com/
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Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and...
What We Learned in the Markets This Week: February 21st 2025 - #markets #inflation #theramseyshow
https://www.youtube.com/
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Financial Advisor John-Mark Young of @whitaker-myerswealthmanage2043 answers a question from Ben in Orlando Florida who asks, “what are the primary mistakes people make when saving money for college?” John-Marks helps Ben understand why using a 529...
Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
https://www.youtube.com/
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Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and...
What We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshow
https://www.youtube.com/
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Investment Research Analyst Summit Puri of @whitaker-myerswealthmanage2043 discusses the four things we learned in the markets this week. We are one of Ramsey Solutions and @TheRamseyShow largest Smartvestor Pros in the country because we live and...
What We Learned in the Markets This Week: February 14th 2025 - #markets #inflation #theramseyshow
https://www.youtube.com/
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Chief Financial Planning Officer Tim Hliterman of Whitaker-Myers Wealth Managers shares his top three financial principles he suggests you follow to help set you up for a successful financial future after landing your first job. You can find more...
Three Financial Principles To Follow After You Land Your First Job
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