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THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY
The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...

Whitaker Myers
Jan 28, 20202 min read
113


WHAT SHOULD I DO WITH MY 401(K) FROM MY PREVIOUS EMPLOYER?
If you recently got a new job, you may be wondering what you should do with your 401(K) (or another employer plan) from your previous...

Whitaker Myers
Jan 24, 20202 min read
111


5 UNIQUE WAYS TO SAVE MONEY
As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and...

Whitaker Myers
Dec 31, 20192 min read
106


WHAT IS A ROTH IRA?
As one of Dave Ramsey’s Smartvestor Pros, it is common for us to meet clients who have heard Dave talk about using a Roth IRA to save for...

Whitaker Myers
Dec 26, 20193 min read
114


HOW TO HOST ON A BUDGET
It's the holiday season and chances are, you will either be hosting or attending quite a few dinners! If you are hosting and are looking...

Whitaker Myers
Nov 26, 20192 min read
118


6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS
I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like...

Whitaker Myers
Nov 25, 20193 min read
111


HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS
I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However,...

Whitaker Myers
Oct 25, 20194 min read
115


HOW TO PAY OFF YOUR DEBT
If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in...

Whitaker Myers
Sep 23, 20194 min read
111


DO YOU BALANCE YOUR CHECKING ACCOUNT?
Do you? I mean, really… do you balance your checkbook (or your checking account)?? You are probably in one of three camps right now… Camp...

Whitaker Myers
Sep 17, 20193 min read
112
WHAT’S A SINKING FUND? WHY DO I NEED ONE?
Are you new to the term “sinking fund”? If you are, you are not the only one because whenever I mention it, I am usually met with a blank...

Whitaker Myers
Sep 10, 20194 min read
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CHRISTIAN VALUES PORTFOLIO
Faith.Investments.Aligned. For clients who would like to align their investments with their faith, we offer a Christian Values Portfolio....

Whitaker Myers
Aug 1, 20171 min read
138
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