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SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI
The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....

Dustin Burkhart
Oct 13, 20222 min read
179


INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?
Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...

Matthew Harris
Oct 7, 20225 min read
170


THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER
Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...

Nick Allen
Oct 7, 20223 min read
119


UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT
Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...

Dustin Burkhart
Sep 30, 20226 min read
179


THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER
Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...

John-Mark Young
Sep 18, 20224 min read
82


WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD
What are rainy days? You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt...

Lindsey Curry
Sep 16, 20223 min read
119


TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME
Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...

John-Mark Young
Sep 11, 20224 min read
115


SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

Kelly Kranstuber
Sep 10, 20224 min read
184


FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY
We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

John-Mark Young
Sep 4, 20226 min read
112


WHAT ARE TARGET DATE FUNDS?
The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...

Jake Buckwalter
Sep 2, 20223 min read
122


FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?
Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...

John-Mark Young
Aug 28, 20226 min read
118


2022 STUDENT DEBT RELIEF
On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...

Andrew Young
Aug 26, 20224 min read
113


CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS
Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...

Lindsey Curry
Aug 19, 20226 min read
118


ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS
“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...

Lindsey Curry
Aug 12, 20224 min read
112


SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN
Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...

Ryan Hoovler
Aug 12, 20223 min read
115


SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

Whitaker Myers
Aug 5, 20224 min read
212


GOODBYE POCO - LESSONS FROM MY SWEET DOG!
Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

John-Mark Young
Aug 5, 20226 min read
105


SHOULD I BE TITHING ON A REGULAR BASIS?
As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...

Whitaker Myers
Jul 29, 20224 min read
105


HOW TO BE ONE OF THE HAPPIEST RETIREES
Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...

John-Mark Young
Jul 29, 20226 min read
193


WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?
Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...

Lindsey Curry
Jul 22, 20224 min read
118
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