top of page

Blog

BUDGET – FRIENDLY RECIPE FOR YOU AND THE FAMILY

Need some luck finding an easy yet delicious dinner recipe to feed the family for St. Patrick’s Day?

Read More...

March 9, 2023

BUDGET – FRIENDLY RECIPE FOR YOU AND THE FAMILY

MARCH 2023 MARKET UPDATE: WHY INVESTORS ARE FEELING DEJA VU AROUND THE FED AND INFLATION

With the February market reaction for investors, it may feel like déjà vu all over again as inflation and the Fed dominate market headlines.

Read More...

March 5, 2023

MARCH 2023 MARKET UPDATE: WHY INVESTORS ARE FEELING DEJA VU AROUND THE FED AND INFLATION

THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

“My house is paid off, but I have other debt; should I do a home equity line of credit?” Lets talk about it.

Read More...

March 3, 2023

THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

Reinventing Leftovers Do you ever get to the end of the week and are just so tired of eating leftovers? You may open and close the fridge...

Read More...

March 3, 2023

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

DON’T LET YOUR HEATING BILL SURPRISE YOU

Let’s be proactive in our approach to cold temperatures, so we don’t shake the budget when they do hit.

Read More...

March 3, 2023

DON’T LET YOUR HEATING BILL SURPRISE YOU

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY - QUICK, SIMPLE, AFFORDABLE SNACKING

Ever crave that afternoon sweet and salty snack but are tired of reaching for the expensive potato chips and candy bars?

Read More...

February 27, 2023

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY - QUICK, SIMPLE, AFFORDABLE SNACKING

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

Why do you invest? Ok I get it... you probably invest because you're trying to retire at some point in your life or you'd like to make...

Read More...

February 15, 2023

CORPORATE EARNINGS: IT'S WHAT YOU'RE BUYING!

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.

Read More...

February 15, 2023

YOUR TEAM: WHITAKER-MYERS GROUP

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

In this article, we will share some suggestions on how to increase your income.

Read More...

February 11, 2023

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

Read More...

February 11, 2023

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

Throwing a party for the Big Game yet dreading the mess you’ll have to clean up once the game is over?

Read More...

February 10, 2023

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

Read More...

February 1, 2023

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

HOW FIDUCIARY ADVISORS WORK FOR YOU

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

Read More...

February 1, 2023

HOW FIDUCIARY ADVISORS WORK FOR YOU

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...

Read More...

January 31, 2023

5 Key Insights to Guide Investors in 2023

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

Read More...

January 27, 2023

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...

Read More...

January 19, 2023

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

A HOLISTIC APPROACH TO FINANCIAL PLANNING

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

Read More...

January 18, 2023

A HOLISTIC APPROACH TO FINANCIAL PLANNING

HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

Read More...

January 13, 2023

HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

GETTING THE MOST FROM YOUR SMARTPHONE

The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...

Read More...

January 12, 2023

GETTING THE MOST FROM YOUR SMARTPHONE

IT’S WORTH IT WHEN OLD HABITS DIE

Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...

Read More...

January 12, 2023

IT’S WORTH IT WHEN OLD HABITS DIE
bottom of page