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COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...

Kelly Kranstuber
Apr 13, 20223 min read


PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER
The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

Lindsey Curry
Apr 13, 20225 min read


WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

Logan Doup
Apr 13, 20223 min read


FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

John-Mark Young
Apr 7, 20225 min read


APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...

Whitaker Myers
Apr 7, 20223 min read


REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...

Griffin Lusk
Apr 2, 20225 min read


NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...

Whitaker Myers
Mar 26, 20224 min read


GAS SAVINGS: TIPS & TRICKS
Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...

Lindsey Curry
Mar 26, 20223 min read


GAS. GROCERIES. AND GROWING PRICE INCREASES.
I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...

Lindsey Curry
Mar 20, 20228 min read


HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

Logan Doup
Mar 17, 20222 min read


TERM VS. WHOLE LIFE INSURANCE
Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...

Whitaker Myers
Mar 16, 20225 min read


TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE
I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...

Griffin Lusk
Mar 9, 20224 min read


MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?
This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...

Kelly Kranstuber
Mar 9, 20222 min read


INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS
If you are currently holding cash that is above the comfort of your emergency fund, you may be stuck in what is called “analysis...

Dustin Burkhart
Mar 5, 20223 min read


VANGUARD STUDY - THE ADVISOR'S ALPHA
A few years ago, I had a choice to make. Not a super important one, but even still it was going to affect our family’s monthly budget and...

John-Mark Young
Mar 1, 202211 min read


WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES
Here at Whitaker-Myers Wealth Managers, we think it is really important for you to know what your Financial Advisor’s goals are. Knowing...

Whitaker Myers
Mar 1, 20223 min read


BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET
Now that you have taken the first step and decided to start budgeting, let’s talk about creation of it. When trying to set up a budget,...

Lindsey Curry
Feb 27, 20225 min read


BUDGETING BASICS - WHERE DO I START?
This is a common question for many people new to the budgeting world who aren’t quite sure what’s the first thing they should do. Many...

Lindsey Curry
Feb 20, 20224 min read


TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

John-Mark Young
Feb 6, 20224 min read


WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?
The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...

Lindsey Curry
Feb 4, 20224 min read
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