top of page

Blog

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,...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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,...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

SOARING WITH INFLATION

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

January 18, 2022

Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...

Read More...

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

January 1, 2022

The IRS recently announced that next year taxpayers can put an extra $1,000 into their 401(k) plans, an extra $1,000 in SIMPLE IRA Plans...

Read More...

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

2022 INVESTMENT OUTLOOK

January 1, 2022

Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

Read More...

2022 INVESTMENT OUTLOOK

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

December 13, 2021

Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

Read More...

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

YOUR GUIDE TO “BENEFICIARIES”

October 28, 2021

Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...

Read More...

YOUR GUIDE TO “BENEFICIARIES”

IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS

October 22, 2021

Social Security offers a 5.9% cost-of-living adjustment. What if I am delaying my benefits? The Social Security Administration officially...

Read More...

IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS
bottom of page