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Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard these four asset classes mentioned when he talks about investing. Dave stresses diversifying across these four asset classes and using mutual funds to diversify across many different companies. We could not agree more. In the article below I will define each of these and then discuss a few reasons why we do this. Growth When Dave talks about growth companies...

We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

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...

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...

On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...

Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...

“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...

Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings with us beyond the grave. Death most likely will come at a time we least expect. Someone else will get to enjoy most of our savings and remaining things. The One Thing We Can Control: We can decide (through a good estate plan) the people who can benefit from our savings and remaining things. How we can control this? I have listed out the six choices to...

The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...

Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...

As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...

Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...

Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...

1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...

How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...

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...

Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...

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...

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...

Tis the Season! Wedding Season that is! With statistics showing 80% of all weddings taking place between May and October every year. And...