Budgeting/Saving

Donor-Advised Funds: A Strategic Way to Give, Grow, and Maximize Complex Assets

Philanthropy has expanded far beyond writing a year-end check. Today, tools like Donor-Advised Funds (DAFs) allow individuals and families to give more strategically, unlock valuable tax advantages, and even grow their charitable assets over time.

How to Avoid Impulse Spending & Lifestyle Creep

Lifestyle creep happens when spending increases with income, limiting savings and wealth building. Signs include impulse purchases and financial stress despite raises. To combat it, set clear goals, automate savings, budget wisely, and track spending. Avoid comparisons and celebrate wins without overspending. Whitaker-Myers Wealth Managers can help create a financial plan that supports your goals while enjoying life today.