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

July 14, 2022

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

BEAR MARKET STRATEGY: TAX LOSS HARVESTING

July 14, 2022

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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BEAR MARKET STRATEGY: TAX LOSS HARVESTING

SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

July 8, 2022

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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SIDE HUSTLE IDEAS TO BRING IN THE EXTRA CASH

THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

July 7, 2022

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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THANKFUL FOR A BEAR MARKET? MAYBE YOU SHOULD BE?

Tis the Season! Wedding Season that is!

July 1, 2022

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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Tis the Season! Wedding Season that is!

OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

June 30, 2022

Have you ever made a decision in the past that, years and years later, you came to regret? I’m sure we all have. We work with teachers...

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OHIO STRS DEFINED CONTRIBUTION PLAN: NEW TEACHERS HAVE MULTIPLE OPTIONS

MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

June 24, 2022

A key component to smart investing is ensuring that your investments are diversified. Diversifying your portfolio incorporates a variety...

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MUTUAL FUNDS VS. ETFS: WHAT'S THE DIFFERENCE?

HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

June 23, 2022

Did you know: Good Driving Habits Can Lead to Better Gas Mileage And More Dollars In Your Bank Account? There are several things you can...

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HOW BETTER DRIVING HABITS CAN ADD EXTRA DOLLARS IN YOUR BANK ACCOUNT

BEAR MARKETS: NORMAL BUT NOT FUN

June 16, 2022

Turn on CNBC, Fox Business or any other news media and you’re hearing a term that is never any fun and it’s … “bear market.” A bear...

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BEAR MARKETS: NORMAL BUT NOT FUN

RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

June 16, 2022

With increasing gas prices, seeing inflation every day at the grocery store, coming off a 2 year long and counting world pandemic, and...

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RECESSION CHECKLIST: FROM FINANCIAL COACH LINDSEY CURRY

BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

June 8, 2022

Each morning when I get to my office the first thing, I do is tune the television to Fox Business. I’m not using Fox Business to provide...

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BUYER BEWARE: PHYSICAL GOLD AND OTHER PRECIOUS METAL COMMODITIES

INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

June 1, 2022

2022 has presented some unique challenges to investors regardless of age and the risk composition of your portfolio. Stocks have seen a...

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INCOME BASED INVESTING OPTIONS: REAL ESTATE INVESTMENT TRUSTS (REITS)

SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

May 31, 2022

Even though it’s the demand for negativity in the first place that drives the bulk of the news and information we see all the time, my...

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SIMPLE, OPTIMISTIC, UNCONTROVERSIAL - 2ND QUARTER UPDATE UNWORTHY FOR MSM

I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

May 27, 2022

I-Bonds and Treasury Inflation-Protected Securities (TIPS) are investments that offer principal protection. These investments are...

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I-BONDS VS. TREASURY INFLATION PROTECTED SECURITIES: WHAT THE DIFFERENCE?

STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

May 11, 2022

Jeopardy! for the Win!!! While watching Jeopardy! a few weeks back, there was a young woman, who just became that rounds new Jeopardy!...

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STUDENT LOANS FORGIVENESS: WHAT TO DO NOW?

WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

May 10, 2022

The year was 2007. I was a fresh, motivated young man. I was about a year and half away from finishing college and received a job offer...

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WHITAKER-MYERS WEALTH MANAGERS MARKET UPDATE: MAY 2022

UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

May 5, 2022

Dave’s 4 categories for Investing.

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UNDERSTANDING DAVE RAMSEY'S 4 CATEGORIES OF INVESTING

AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

April 27, 2022

Americans are not saving enough! Based on the latest statistics from a large national investment company, Americans savings are far below...

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AMERICAN SAVING RATES BY AGE: BEN & ARTHUR

NEW RAMSEY PERSONALITY: KRISTINA ELLIS

April 27, 2022

Guess what everyone!! Ramsey Solutions has a new personality that you may have heard on the air recently or maybe you have seen her on...

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NEW RAMSEY PERSONALITY: KRISTINA ELLIS

NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE

April 18, 2022

What is Taking Place in the Economy and Markets? The year 2022 has reminded us that markets can be volatile. So why now are we seeing...

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NAVIGATING THROUGH THE MARKETS - APRIL 2022 INVESTMENT UPDATE
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