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John-Mark Young
Jun 30, 20236 min read
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...
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John-Mark Young
Jun 15, 20236 min read
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...
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John-Mark Young
Jun 10, 20235 min read
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...
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John-Mark Young
Jun 3, 20235 min read
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...
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John-Mark Young
May 21, 20235 min read
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...
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Matthew Harris
May 3, 20235 min read
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...
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John-Mark Young
Apr 20, 20237 min read
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...
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Lindsey Curry
Apr 9, 20236 min read
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...
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John-Mark Young
Mar 25, 20236 min read
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.
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John-Mark Young
Mar 18, 20237 min read
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.
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John-Mark Young
Mar 18, 20234 min read
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...
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Stephen Armstrong
Mar 13, 20232 min read
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.
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Whitaker Myers
Feb 15, 20234 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.
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Matthew Harris
Feb 11, 20236 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.
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John-Mark Young
Jan 31, 20235 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...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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John-Mark Young
Oct 22, 20223 min read
2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED
It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...
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John-Mark Young
Oct 18, 20225 min read
2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS
Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...
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John-Mark Young
Aug 27, 20226 min read
FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?
Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...
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Whitaker Myers
Jul 28, 20224 min read
SHOULD I BE TITHING ON A REGULAR BASIS?
As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...
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