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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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John-Mark Young
Sep 3, 20226 min read
FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY
We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...
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Jake Buckwalter
Sep 1, 20223 min read
WHAT ARE TARGET DATE FUNDS?
The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...
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Andrew Young
Aug 25, 20224 min read
2022 STUDENT DEBT RELIEF
On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...
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Lindsey Curry
Aug 18, 20226 min read
CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS
Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...
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Lindsey Curry
Aug 11, 20224 min read
ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS
“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...
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Whitaker Myers
Aug 4, 20224 min read
SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...
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Whitaker Myers
Jul 28, 20224 min read
SHOULD I BE TITHING ON A REGULAR BASIS?
As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...
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Lindsey Curry
Jul 21, 20224 min read
WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?
Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...
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Logan Doup
Jul 18, 20224 min read
RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK
1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...
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Lindsey Curry
Jul 14, 20224 min read
HOW LITTLE THINGS CAN MAKE A BIG IMPACT
How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...
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Whitaker Myers
Jul 13, 20223 min read
PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS
As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...
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John-Mark Young
Jul 13, 20224 min read
BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...
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Lindsey Curry
Jul 7, 20225 min read
SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH
Need some extra cash? How about a side hustle? If you ask this question to anyone, I don’t think many people would say, “No thanks, I’m...
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John-Mark Young
Jul 6, 20225 min read
THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?
How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...
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Lindsey Curry
Jun 30, 202213 min read
Tis the Season! Wedding Season that is!
Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...
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John-Mark Young
Jun 29, 20226 min read
OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS
Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...
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Clay Reynolds
Jun 23, 20223 min read
MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?
A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...
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Lindsey Curry
Jun 22, 20224 min read
HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT
Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...
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John-Mark Young
Jun 15, 20223 min read
BEAR MARKETS: NORMAL BUT NOT FUN
Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...
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