top of page

Blog

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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...

Read More...

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,...

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!
bottom of page