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Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
David Gearhart
Sep 3, 20243 min read
176

What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
David Gearhart
Jun 10, 20243 min read
125

Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
Kelly Kranstuber
Mar 18, 20244 min read
187


Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...
David Gearhart
Feb 29, 20243 min read
162


How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
Joshua Paletta
Jan 25, 20245 min read
106

Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
Summit Puri
Jan 19, 20246 min read
222

Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
Summit Puri
Jan 12, 20244 min read
179


How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
John-Mark Young
Jan 7, 20246 min read
178


Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
John-Mark Young
Dec 9, 20234 min read
182


What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
David Gearhart
Dec 7, 20233 min read
182

Intrinsic Value vs. Market Value – What Do They Mean?
The concepts behind finance and investing can be very complex to most people. Often, looking at your portfolio can prove challenging to...
David Gearhart
Nov 30, 20233 min read
205

All About ESOPs (Employee Stock Ownership Plan)
What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...
David Gearhart
Nov 16, 20233 min read
109


College Planning Monthly Update: November 2023
When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...
Lindsey Curry
Nov 11, 20232 min read
162


Financial Planning & The Bible: Retire to Something - Not from Something
I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...
John-Mark Young
Nov 7, 20235 min read
167


Giving: God, Gospel & Generosity
I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...
John-Mark Young
Oct 22, 20237 min read
106


Time in the Market vs. Timing the Market
Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...
Clay Reynolds
Oct 2, 20232 min read
182


Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...
John-Mark Young
Sep 26, 20236 min read
127


Monthly College Planning Update: September 2023
There is a new sheriff in town, and a whole new supporting cast of characters. I'm kidding of course, but there is a new FAFSA coming...
Lindsey Curry
Sep 25, 20235 min read
168


Ben & Arthur: Why Investing Early Is the Key to Achieving Financial Goals
Ben and Arthur - I wonder if any parents having two sons have ever named their children Ben & Arthur. I would assume so, but hopefully,...
John-Mark Young
Sep 2, 20236 min read
178


Why Bonds Are Still Essential for the Retirees Portfolio
My wife is a high school women's basketball coach. As such, and considering we have one daughter in junior high and one in late...
John-Mark Young
Sep 2, 20236 min read
180
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