Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for some sun and sand or loading up the RV for a trip to a National Park, we know the season for trips is among us. No matter the location, if you’re planning somewhere fun to head to during the summer – here are some simple money tips to consider while you prepare for that next vacation! Money Saving Tips and Tricks Budget Even though this is a

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...

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

Long-term disability insurance. What are the risks, and the benefits of it?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

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...

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an overwhelming task they want to avoid and are willing to pay (on average) $200 or more for this service to be done for them. Instead of rearranging your monthly budget to find those additional dollars, save that money for something else (wanted or needed) and create a systematic room-by-room schedule to tackle your spring cleaning yourself this

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

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.

Let's review some options to get the most out of your hard-earned money.

After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.

To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.

Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.