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HOW OUR HABITS CAN IMPACT OUR FINANCES
Like a fitness coach might map out and encourage healthy habits, so does a financial coach.

Lindsey Curry
Mar 9, 20233 min read


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


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?

Lindsey Curry
Mar 9, 20233 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.

John-Mark Young
Mar 5, 20235 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.

Drew Hodgson
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 a few times and hope something new miraculously appears before your eyes. I know I’ve been there. It’s time to think outside the box and imagine what our leftovers could be! Take Inventory Take a moment, open your fridge, and inventory what’s remaining for the week. Take a peek at the pantry and see what may be hiding behind that old bag of

Lindsey Curry
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.

Lindsey Curry
Mar 3, 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?

Lindsey Curry
Feb 27, 20233 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...

John-Mark Young
Feb 15, 20236 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.

Whitaker Myers
Feb 15, 20234 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.

Matthew Harris
Feb 11, 20236 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...

Drew Hodgson
Feb 11, 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?

Lindsey Curry
Feb 10, 20233 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...

Drew Hodgson
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.

Nick Allen
Feb 1, 20232 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...

John-Mark Young
Jan 31, 20235 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.

Jake Buckwalter
Jan 27, 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...

Andrew Young
Jan 19, 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...

Whitaker Myers
Jan 18, 20232 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 $100 a month for 40 years and having over $1,000,000 at the end. I see those posts, and they have some of the highest traffic of replies, likes, and so on, which indicates to me that many people want to follow Dave’s program and really take control of their money. Unfortunately, most people have so much debt, bills, and other expenses that whe

Whitaker Myers
Jan 13, 20235 min read
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