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NUMBER ONE INDICATOR OF WEALTH

March 26, 2022

Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...

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NUMBER ONE INDICATOR OF WEALTH

GAS SAVINGS: TIPS & TRICKS

March 26, 2022

Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...

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GAS SAVINGS: TIPS & TRICKS

GAS. GROCERIES. AND GROWING PRICE INCREASES.

March 20, 2022

I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...

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GAS. GROCERIES. AND GROWING PRICE INCREASES.

HEALTH SAVINGS ACCOUNT BASICS

March 17, 2022

A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

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HEALTH SAVINGS ACCOUNT BASICS

TERM VS. WHOLE LIFE INSURANCE

March 16, 2022

Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...

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TERM VS. WHOLE LIFE INSURANCE

TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

March 9, 2022

I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...

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TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?

March 9, 2022

This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...

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MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?

INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS

March 5, 2022

If you are currently holding cash that is above the comfort of your emergency fund, you may be stuck in what is called “analysis...

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INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS

VANGUARD STUDY - THE ADVISOR'S ALPHA

March 1, 2022

A few years ago, I had a choice to make. Not a super important one, but even still it was going to affect our family’s monthly budget and...

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VANGUARD STUDY - THE ADVISOR'S ALPHA

WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES

March 1, 2022

Here at Whitaker-Myers Wealth Managers, we think it is really important for you to know what your Financial Advisor’s goals are. Knowing...

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WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES

BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET

February 27, 2022

Now that you have taken the first step and decided to start budgeting, let’s talk about creation of it. When trying to set up a budget,...

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BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET

BUDGETING BASICS - WHERE DO I START?

February 20, 2022

This is a common question for many people new to the budgeting world who aren’t quite sure what’s the first thing they should do. Many...

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BUDGETING BASICS - WHERE DO I START?

WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!

February 20, 2022

My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...

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WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!

ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA

February 20, 2022

As parents it is important to be good role models for our children. Dave Ramsey Personality Rachel Cruze states “More is caught than...

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ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

February 6, 2022

I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

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TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

February 6, 2022

I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...

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TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

February 4, 2022

The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...

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WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

MARKET VOLATILITY RETURNS - JANUARY 2022

January 24, 2022

Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

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MARKET VOLATILITY RETURNS - JANUARY 2022

CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

January 23, 2022

Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...

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CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

SOARING WITH INFLATION

January 23, 2022

During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...

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SOARING WITH INFLATION
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