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Employer-Sponsored Retirement Plan Options and Considerations for Terminated Employees
You recently left an employer where you were contributing to their 401(k), 403(b), or some other qualified retirement plan. Now what?...
Kelly Kranstuber
Aug 31, 20233 min read
180


What Fitch's U.S. Debt Downgrade Means for Investors
Am I getting old when I can boldly say, "Been there, done that!" That's what I felt like this week when on August 1st, Fitch, a credit...
John-Mark Young
Aug 4, 20236 min read
114


HOW GLOBAL GROWTH AND HOME COUNTRY BIAS IMPACT INVESTORS TODAY
Something happened this year that hasn't happened (very often) since the start of my career in 2007. The international markets were...
John-Mark Young
Aug 2, 20237 min read
171


WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN
Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...
John-Mark Young
Jul 15, 20235 min read
168


MONTHLY COLLEGE PLANNING UPDATE: JULY 2023
That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...
John-Mark Young
Jul 9, 20237 min read
175


15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
John-Mark Young
Jul 2, 20236 min read
176


CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
John-Mark Young
Jul 1, 20236 min read
190


DIRECT INDEXING: A BOLD NEW FRONTIER
Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...
John-Mark Young
Jun 16, 20236 min read
171


LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
John-Mark Young
Jun 11, 20235 min read
169


YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!
If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...
John-Mark Young
Jun 4, 20235 min read
206


What the Looming Debt Ceiling Deadline Means for Investors
Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...
John-Mark Young
May 22, 20235 min read
178


ALL THINGS EMERGENCY FUNDS
ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...
Matthew Harris
May 4, 20235 min read
200


WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...
John-Mark Young
Apr 21, 20237 min read
181


COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER
If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...
Lindsey Curry
Apr 10, 20236 min read
165


THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
John-Mark Young
Mar 26, 20236 min read
187


RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES
The recent failure of three U.S. banks has raised concerns over the economy and financial system.
John-Mark Young
Mar 19, 20237 min read
165


INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
John-Mark Young
Mar 19, 20234 min read
195


WHEN ANXIOUS AND STRESSED ABOUT FINANCES, FIND HOPE WITH RAMSEY SOLUTIONS
To say a lot is going on in the world right now seems like an understatement, doesn’t it? You're not alone.
Stephen Armstrong
Mar 14, 20232 min read
172

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
226


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
174
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