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Whitaker Myers
Mar 15, 20225 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...
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Griffin Lusk
Mar 9, 20224 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...
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Kelly Kranstuber
Mar 9, 20222 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,...
102
Dustin Burkhart
Mar 5, 20223 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...
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John-Mark Young
Mar 1, 202211 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...
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Whitaker Myers
Mar 1, 20223 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...
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Lindsey Curry
Feb 27, 20225 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,...
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Lindsey Curry
Feb 20, 20224 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...
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John-Mark Young
Feb 6, 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...
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Lindsey Curry
Feb 4, 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...
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John-Mark Young
Jan 24, 20224 min read
MARKET VOLATILITY RETURNS - JANUARY 2022
Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...
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Lindsey Curry
Jan 23, 20226 min read
CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE
Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...
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Logan Doup
Jan 23, 20223 min read
SOARING WITH INFLATION
During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...
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Logan Doup
Jan 18, 20224 min read
RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY
Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...
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John-Mark Young
Jan 1, 20225 min read
2022 INVESTMENT OUTLOOK
Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...
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John-Mark Young
Dec 13, 20214 min read
ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD
Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...
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Whitaker Myers
Oct 27, 20212 min read
YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...
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Whitaker Myers
Sep 27, 20214 min read
FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...
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Griffin Lusk
Aug 23, 20212 min read
MAXING OUT A 401(K) PLAN TOO EARLY
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...
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Whitaker Myers
Aug 11, 20214 min read
BACK TO SCHOOL BUDGETS
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...
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