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THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

March 3, 2023

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

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THE HIGHS AND LOWS OF INTEREST RATES WHEN BUYING A HOME

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

March 3, 2023

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...

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BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

DON’T LET YOUR HEATING BILL SURPRISE YOU

March 3, 2023

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

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DON’T LET YOUR HEATING BILL SURPRISE YOU

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

February 27, 2023

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

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

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

February 15, 2023

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...

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

YOUR TEAM: WHITAKER-MYERS GROUP

February 15, 2023

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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YOUR TEAM: WHITAKER-MYERS GROUP

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

February 11, 2023

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

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FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

February 11, 2023

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

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HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

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

February 10, 2023

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

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

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

February 1, 2023

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...

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WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

HOW FIDUCIARY ADVISORS WORK FOR YOU

February 1, 2023

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

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HOW FIDUCIARY ADVISORS WORK FOR YOU

5 Key Insights to Guide Investors in 2023

January 31, 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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5 Key Insights to Guide Investors in 2023

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

January 27, 2023

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.

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WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

January 19, 2023

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

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529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

A HOLISTIC APPROACH TO FINANCIAL PLANNING

January 18, 2023

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

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A HOLISTIC APPROACH TO FINANCIAL PLANNING

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

January 13, 2023

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

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

GETTING THE MOST FROM YOUR SMARTPHONE

January 12, 2023

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

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GETTING THE MOST FROM YOUR SMARTPHONE

IT’S WORTH IT WHEN OLD HABITS DIE

January 12, 2023

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...

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IT’S WORTH IT WHEN OLD HABITS DIE

PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

January 5, 2023

Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...

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PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

Inflation’s Impact on Your Debt

January 5, 2023

With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.

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Inflation’s Impact on Your Debt
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