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LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

November 10, 2022

What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...

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LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED

MEASURING YOUR RISK BEFORE INVESTING

November 10, 2022

You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...

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MEASURING YOUR RISK BEFORE INVESTING

THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST

November 4, 2022

Mistakes easily made with the grocery store. Have you ever run into the grocery store for “just a few things” and ended up with “a few...

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THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST

SAVING FOR COLLEGE USING A 529

November 4, 2022

How do I save for my kid’s future college expenses? As Advisors, this is a common question that clients have for us. There are many ways...

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SAVING FOR COLLEGE USING A 529

MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK

October 28, 2022

How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...

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MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK

HOW WATCHING AN INFLUENCER ON SOCIAL MEDIA CAN AFFECT BUDGETS

October 28, 2022

What is an “influencer”? Influencers are more of a modern term gaining popularity in the last several years, due mainly to social media....

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HOW WATCHING AN INFLUENCER ON SOCIAL MEDIA CAN AFFECT BUDGETS

GOVERNMENT TREASURIES: BACK IN VOGUE

October 23, 2022

In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

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GOVERNMENT TREASURIES: BACK IN VOGUE

2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

October 23, 2022

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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2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

HALLOWEEN IS SCARY, SCAM CALLS DO NOT HAVE TO BE

October 21, 2022

Scam Calls Don't Have to be Scary! ‘Tis the season for all things scary and creepy. There are a lot of things to be scared of but getting...

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HALLOWEEN IS SCARY, SCAM CALLS DO NOT HAVE TO BE

2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

October 19, 2022

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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2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

FACEBOOK GROUPS: THE GOOD AND BAD TO SAVING MONEY

October 15, 2022

How Facebook Groups can save you money, or make you take a hit on your budget. Have you ever been sent a Facebook invite to join a...

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FACEBOOK GROUPS: THE GOOD AND BAD TO SAVING MONEY

SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI

October 13, 2022

The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....

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SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI

INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?

October 7, 2022

Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...

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INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?

THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER

October 7, 2022

Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...

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THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER

UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT

September 30, 2022

Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...

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UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT

THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER

September 18, 2022

Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...

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THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER

WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

September 16, 2022

What are rainy days? You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt...

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WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME

September 11, 2022

Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...

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TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME

SMART INVESTORS DIVERSIFY

September 10, 2022

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

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SMART INVESTORS DIVERSIFY

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

September 4, 2022

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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FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY
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