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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...

Lindsey Curry
Jul 15, 20224 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...

Whitaker Myers
Jul 14, 20223 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...

John-Mark Young
Jul 14, 20224 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...

Lindsey Curry
Jul 8, 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...

John-Mark Young
Jul 7, 20225 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...

Lindsey Curry
Jul 1, 202213 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...

John-Mark Young
Jun 30, 20226 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...

Clay Reynolds
Jun 24, 20223 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...

Lindsey Curry
Jun 23, 20224 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...

John-Mark Young
Jun 16, 20223 min read


RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY
With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

Lindsey Curry
Jun 16, 20227 min read


BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES
Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

Kelly Kranstuber
Jun 8, 20225 min read


INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)
2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

John-Mark Young
Jun 1, 20225 min read


SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM
Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...

Griffin Lusk
May 31, 20223 min read


I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?
I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...

Clay Reynolds
May 27, 20223 min read


STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?
Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...

Lindsey Curry
May 11, 20224 min read


WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022
The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

John-Mark Young
May 10, 20226 min read


AMERICAN SAVING RATES BY AGE: BEN & ARTHUR
Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

Whitaker Myers
Apr 27, 20224 min read


NEW RAMSEY PERSONALITY: KRISTINA ELLIS
Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

Whitaker Myers
Apr 27, 20223 min read


NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

Dustin Burkhart
Apr 18, 20225 min read
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