One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

As we finish our 3-part series on metrics, if you haven’t read Part 1, Lagging Indicators, or Part 2, Coincidence Indicators, click on...

A common question new clients ask is, “How often should we meet with you.” The first step in a financial planning journey is reaching out...

‘Wouldn’t it be nice’ Wouldn’t it be nice to have one metric that we could all turn to in order to see how the economy is doing and...

What is Wealth There are countless online articles about being rich and how to define wealth. Even on our own Whitaker-Myers Wealth...

A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...

Statistics Three statistics metrics that you likely remember from school are mean, median, and mode. Mean is the average value amongst...

How about some good news as it relates to your retirement and investment portfolio? It's 2024, and it's an election year! That might seem...

Did I make the right decision? In our day-to-day world, when we’re faced with decisions, there are two primary methods that our minds...

The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...

What do you drive? I wish I could answer this question by saying I have that beautiful 67’ Shelby GT500 Mustang in my garage....

The new feature of the Secure Act 2.0 legislation allowing 529 plan account beneficiaries to roll over funds into their Roth IRA is now...

How long will we live? Some of you may know that I have a clinical and operational background. However, I have always had a passion for...

As the calendar turns over, it is an excellent time to review your current tax situation and see if there are tax strategies that you can...

Each year, as we turn our calendars to January, we brace for the inevitable change that comes with a new year. The IRS has been on a tear...

What is rule 72(t)? Rule 72(t) refers to a section of the Internal Revenue Code that gives parameters to follow to make early withdrawals...

2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

An In-Service Rollover Might Be Right for You Suppose you ever left an employer with a retirement plan you contributed to. In that case,...

As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...