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Beth Anne Allen
Mar 9, 20233 min read
BUDGET – FRIENDLY RECIPE FOR YOU AND THE FAMILY
Need some luck finding an easy yet delicious dinner recipe to feed the family for St. Patrick’s Day?
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John-Mark Young
Mar 5, 20235 min read
MARCH 2023 MARKET UPDATE: WHY INVESTORS ARE FEELING DEJA VU AROUND THE FED AND INFLATION
With the February market reaction for investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines.
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Drew Hodgson
Mar 3, 20233 min read
THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME
“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.
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Beth Anne Allen
Mar 3, 20233 min read
BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY
Reinventing Leftovers Do you ever get to the end of the week and are just so tired of eating leftovers? You may open and close the fridge...
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Beth Anne Allen
Mar 3, 20233 min read
DON’T LET YOUR HEATING BILL SURPRISE YOU
Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.
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Beth Anne Allen
Feb 27, 20233 min read
BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY - QUICK, SIMPLE, AFFORDABLE SNACKING
Ever crave that afternoon sweet and salty snack but are tired of reaching for the expensive potato chips and candy bars?
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John-Mark Young
Feb 15, 20236 min read
CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!
Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...
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Whitaker Myers
Feb 15, 20234 min read
YOUR TEAM: WHITAKER-MYERS GROUP
We wanted to highlight the different divisions within Whitaker-Myers so you don’t have to make multiple phone calls for these various items.
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Matthew Harris
Feb 11, 20236 min read
FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB
In this article, we will share some suggestions on how to increase your income.
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Drew Hodgson
Feb 11, 20233 min read
HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH
The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...
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Beth Anne Allen
Feb 10, 20233 min read
BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY
Throwing a party for the Big Game yet dreading the mess you’ll have to clean up once the game is over?
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Drew Hodgson
Feb 1, 20232 min read
WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?
Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...
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Nick Allen
Feb 1, 20232 min read
HOW FIDUCIARY ADVISORS WORK FOR YOU
In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.
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John-Mark Young
Jan 31, 20235 min read
5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
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Jake Buckwalter
Jan 27, 20232 min read
WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT
With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.
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Andrew Young
Jan 19, 20232 min read
529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024
Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...
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Whitaker Myers
Jan 18, 20232 min read
A HOLISTIC APPROACH TO FINANCIAL PLANNING
What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...
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Kelly Kranstuber
Jan 13, 20235 min read
HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED
Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...
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Drew Hodgson
Jan 12, 20233 min read
GETTING THE MOST FROM YOUR SMARTPHONE
The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...
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Whitaker Myers
Jan 12, 20233 min read
IT’S WORTH IT WHEN OLD HABITS DIE
Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...
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