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NEW RAMSEY PERSONALITY: KRISTINA ELLIS
Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

Whitaker Myers
Apr 27, 20223 min read
201


NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

Dustin Burkhart
Apr 18, 20225 min read
180


COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...

Kelly Kranstuber
Apr 13, 20223 min read
184


PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER
The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

Lindsey Curry
Apr 13, 20225 min read
191


WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

Logan Doup
Apr 13, 20223 min read
198


FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

John-Mark Young
Apr 7, 20225 min read
107


APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...

Whitaker Myers
Apr 7, 20223 min read
177


REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...

Griffin Lusk
Apr 2, 20225 min read
90


AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%
The year was 2005 and I was purchasing my first home. It was a small modest ranch with three bedrooms, 1 bathroom and an attached one car...

John-Mark Young
Mar 28, 20227 min read
261


NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...

Whitaker Myers
Mar 26, 20224 min read
116


GAS SAVINGS: TIPS & TRICKS
Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...

Lindsey Curry
Mar 26, 20223 min read
185


GAS. GROCERIES. AND GROWING PRICE INCREASES.
I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...

Lindsey Curry
Mar 20, 20228 min read
175


HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

Logan Doup
Mar 17, 20222 min read
136


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...

Whitaker Myers
Mar 16, 20225 min read
191


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...

Griffin Lusk
Mar 9, 20224 min read
97


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,...

Kelly Kranstuber
Mar 9, 20222 min read
121


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...

Dustin Burkhart
Mar 5, 20223 min read
182


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...

John-Mark Young
Mar 1, 202211 min read
660


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...

Whitaker Myers
Mar 1, 20223 min read
121


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,...

Lindsey Curry
Feb 27, 20225 min read
201
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