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YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
John-Mark Young
Jun 4, 20235 min read
206


STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS
Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...
Kage Rush
Jun 2, 20234 min read
122


STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS
The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...
Kage Rush
May 25, 20234 min read
126


STARTING A SMALL BUSINESS PART I – THE FIRST STEPS
In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.
Whitaker Myers
May 18, 20233 min read
137


THE BENEFITS OF LONG-TERM DISABILITY INSURANCE
Long-term disability insurance. What are the risks, and the benefits of it?
Stephen Armstrong
May 18, 20233 min read
185


TO INVEST ALL AT ONCE OR OVER TIME?
We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.
Drew Hodgson
May 11, 20234 min read
175


ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...
Matthew Harris
May 4, 20235 min read
200


INVESTMENT STRATEGIES AND THEIR BENCHMARKS
There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?
Nick Allen
Apr 27, 20233 min read
110

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN
What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...
Whitaker Myers
Apr 26, 20232 min read
180


FACTS OVER FEAR FOR FINANCES
Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.
Kelly Kranstuber
Apr 23, 20233 min read
112


WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...
John-Mark Young
Apr 21, 20237 min read
181

SAVE ON SPRING CLEANING
With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...
Beth Anne Allen
Apr 13, 20234 min read
183


COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...
Lindsey Curry
Apr 10, 20236 min read
165


REWIRE THE BRAIN IN A BEAR MARKET
As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.
Drew Hodgson
Mar 22, 20233 min read
178


MY EXTRA CASH AND WHERE IT SHOULD GO
Let's review some options to get the most out of your hard-earned money.
Jake Buckwalter
Mar 22, 20233 min read
177


INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
Andrew Young
Mar 16, 20233 min read
189


WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.
Stephen Armstrong
Mar 14, 20232 min read
172


HOW OUR HABITS CAN IMPACT OUR FINANCES
Like a fitness coach might map out and encourage healthy habits, so does a financial coach.
Beth Anne Allen
Mar 9, 20233 min read
182


QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR
Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.
Logan Doup
Mar 9, 20233 min read
184


THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME
“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.
Drew Hodgson
Mar 3, 20233 min read
187
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