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INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
John-Mark Young
Mar 19, 20234 min read
201
A Sunny-Side Up Kind Of Breakfast
Afraid you’ll have corned beef leftover from St. Patrick’s Day and already dreading reheating it and trying to find sides?
Beth Anne Allen
Mar 16, 20231 min read
186
INVESTING AND OUR HABITS
After a few weeks of running, it got me thinking about the fundamental similarities between investing and running.
Andrew Young
Mar 16, 20233 min read
199
WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.
Stephen Armstrong
Mar 14, 20232 min read
180
HOW OUR HABITS CAN IMPACT OUR FINANCES
Like a fitness coach might map out and encourage healthy habits, so does a financial coach.
Beth Anne Allen
Mar 9, 20233 min read
188
QUESTIONS TO ASK WHEN SEARCHING FOR A FINANCIAL ADVISOR
Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.
Logan Doup
Mar 9, 20233 min read
192
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?
Beth Anne Allen
Mar 9, 20233 min read
205
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.
John-Mark Young
Mar 5, 20235 min read
166
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.
Drew Hodgson
Mar 3, 20233 min read
196
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...
Beth Anne Allen
Mar 3, 20233 min read
178
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.
Beth Anne Allen
Mar 3, 20233 min read
115
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?
Beth Anne Allen
Feb 27, 20233 min read
180
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...
John-Mark Young
Feb 15, 20236 min read
173
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.
Whitaker Myers
Feb 15, 20234 min read
236
FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB
In this article, we will share some suggestions on how to increase your income.
Matthew Harris
Feb 11, 20236 min read
180
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...
Drew Hodgson
Feb 11, 20233 min read
188
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?
Beth Anne Allen
Feb 10, 20233 min read
180
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...
Drew Hodgson
Feb 1, 20232 min read
300
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.
Nick Allen
Feb 1, 20232 min read
213
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...
John-Mark Young
Jan 31, 20235 min read
194
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