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SMART INVESTORS DIVERSIFY

Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

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September 10, 2022

SMART INVESTORS DIVERSIFY

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

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September 4, 2022

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

WHAT ARE TARGET DATE FUNDS?

The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...

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September 2, 2022

WHAT ARE TARGET DATE FUNDS?

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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August 28, 2022

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

2022 STUDENT DEBT RELIEF

On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...

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August 26, 2022

2022 STUDENT DEBT RELIEF

CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...

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August 19, 2022

CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...

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August 12, 2022

ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS

SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...

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August 12, 2022

SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN

SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

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August 5, 2022

SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?

GOODBYE POCO - LESSONS FROM MY SWEET DOG!

Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

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August 5, 2022

GOODBYE POCO - LESSONS FROM MY SWEET DOG!

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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July 29, 2022

SHOULD I BE TITHING ON A REGULAR BASIS?

HOW TO BE ONE OF THE HAPPIEST RETIREES

Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...

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July 29, 2022

HOW TO BE ONE OF THE HAPPIEST RETIREES

WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...

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July 22, 2022

WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?

RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...

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July 19, 2022

RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK

HOW LITTLE THINGS CAN MAKE A BIG IMPACT

How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...

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July 15, 2022

HOW LITTLE THINGS CAN MAKE A BIG IMPACT

PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...

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July 14, 2022

PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...

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July 14, 2022

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

Need some extra cash? How about a side hustle? If you ask this question to anyone, I don’t think many people would say, “No thanks, I’m...

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July 8, 2022

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

How many times can you think of something in your life that was painful but ultimately ended up being for your own good? One of the most...

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July 7, 2022

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

Tis the Season! Wedding Season that is!

Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...

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July 1, 2022

Tis the Season! Wedding Season that is!
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