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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

COMPANY STOCK: HOW MUCH IS TOO MUCH?

April 13, 2022

Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...

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COMPANY STOCK: HOW MUCH IS TOO MUCH?

PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

April 13, 2022

The time has come to make the next big decision for your future. You have a steady job, making a decent income, and either want to start...

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PAYOFF DEBT VS. INVESTING? GAZELLE INTENSITY PROVIDES THE ANSWER

WE DO BETTER, WHEN YOU DO BETTER!

April 13, 2022

The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

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WE DO BETTER, WHEN YOU DO BETTER!

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

April 7, 2022

There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

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FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

APRIL 1ST IS 401(K) DAY!

April 7, 2022

Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...

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APRIL 1ST IS 401(K) DAY!

REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES

April 2, 2022

If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...

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REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES

AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%

March 28, 2022

The year was 2005 and I was purchasing my first home. It was a small modest ranch with three bedrooms, 1 bathroom and an attached one car...

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AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%

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
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