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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

WHAT ARE TARGET DATE FUNDS?

September 2, 2022

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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WHAT ARE TARGET DATE FUNDS?

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

August 28, 2022

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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FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

2022 STUDENT DEBT RELIEF

August 26, 2022

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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2022 STUDENT DEBT RELIEF

CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

August 19, 2022

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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CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

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

August 12, 2022

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

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

August 12, 2022

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