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2022 INVESTMENT OUTLOOK
Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

John-Mark Young
Jan 1, 20225 min read
189


ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

John-Mark Young
Dec 13, 20214 min read
224


YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

Whitaker Myers
Oct 28, 20212 min read
123


FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

Whitaker Myers
Sep 28, 20214 min read
121


MAXING OUT A 401(K) PLAN TOO EARLY
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...

Griffin Lusk
Aug 24, 20212 min read
120


BACK TO SCHOOL BUDGETS
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...

Whitaker Myers
Aug 12, 20214 min read
115


PROTECT YOUR INCOME: BUY DISABILITY INSURANCE
We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...

John-Mark Young
Aug 3, 20215 min read
178


COMPOUND INTEREST
Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...

Griffin Lusk
Jul 28, 20212 min read
112


CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?
Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

John-Mark Young
Jul 20, 20214 min read
174


A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS
In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

John-Mark Young
Jul 13, 20214 min read
110


HEALTH INSURANCE FOR THE PRE 65 RETIREE
Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

John-Mark Young
Jun 8, 20215 min read
136


NEW MONTHLY REPORTING AVAILABLE
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

John-Mark Young
Jun 8, 20213 min read
159


ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

John-Mark Young
May 18, 20213 min read
187


THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

Griffin Lusk
May 18, 20214 min read
180


THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

Joe Mains
Feb 23, 20213 min read
114


WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

John-Mark Young
Feb 23, 20212 min read
189


THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

Griffin Lusk
Jan 14, 20213 min read
177


TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

Whitaker Myers
Oct 16, 20202 min read
175


COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

John-Mark Young
Oct 15, 20205 min read
191


WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

Seth Buckwalter
Oct 14, 20202 min read
171
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