Sponsored content submitted by John-Mark Young, of Whitaker-Myers Wealth Managers, Ltd.

Smart money moves before year-end

This article was originally written and published here and submitted by John-Mark Young to Ashand Source for publishing. As 2025 winds down, now is the perfect time to make strategic financial decisions that can lower your tax bill, grow your investments, and set you up for a strong start to 2026. Many of these opportunities disappear […]

How Social Security COLA and portfolio strategy impact retirement planning

This article was originally written and published here and submitted by John-Mark Young to Richland Source for publishing. Ensuring adequate savings for a lengthy retirement stands as the paramount concern for retirees and individuals nearing retirement. Recent years of elevated inflation have diminished the buying power of cash reserves, creating additional hurdles. Essential expenditure categories for […]

529 Plans vs UTMA: Making smart choices for education savings

This article was originally written and published here by John-Mark Young and submitted to Richland Source for publishing. As parents or future parents, a frequent question we encounter is: “What vehicle should I use to save for my child’s education?” Two popular — or often considered — choices are 529 college savings plans and UTMA (Uniform Transfers to […]

How much can you safely withdraw in retirement?

This article was originally written and published here by John-Mark Young and submitted to Richland Source for publishing. I have never seen my LinkedIn feed blow up with so much Dave Ramsey content from other financial advisors as I did about one year ago. Keep in mind, Dave Ramsey and most financial advisors do not get along. There […]

Posted inLife and Culture

Senior tax bonus: A deep dive

by Sponsored content submitted by John-Mark Young, of Whitaker-Myers Wealth Managers, Ltd.

This article was originally written and published here by John-Mark Young and submitted to Richland Source for publishing. In July of 2025, Chief Financial Planning Officer Tim Hilterman wrote an article highlighting some of the changes to the tax law in the recent “Big Beautiful Bill.” In this article, we’re going below deck and exploring one of those changes in […]

Creating an income floor in retirement

This article was originally published here and submitted to Richland Source for publishing. Why an income floor is the foundation of a secure retirement This article is for anyone who doesn’t have a clear plan for where their retirement income will come from to cover monthly expenses, or for those already drawing Social Security benefits but feeling […]

Understanding Trump Accounts: A new wealth-building opportunity for the next generation

This article was originally published here and submitted to Richland Source for publishing. Using this simple tool could help your family become multi-millionaires by the time they turn 50!  What are “Trump Accounts?” Recently, President Trump addressed one of the key components of the current version of the “big beautiful” tax bill that was recently signed into […]

Ohio income tax is dropping: Here’s what you need to know for 2025, 2026 and Beyond

This article was originally published here and submitted to Richland Source for publishing. The Ohio legislature passed its budget bill for the next 2 years that will bring Ohio’s income tax to the 2nd lowest state income tax in the country (behind North Dakota) among the states that have an income tax.  What’s changing in 2025 and […]

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