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FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

September 28, 2021

A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...

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FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?

MAXING OUT A 401(K) PLAN TOO EARLY

August 24, 2021

Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...

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MAXING OUT A 401(K) PLAN TOO EARLY

BACK TO SCHOOL BUDGETS

August 12, 2021

It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...

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BACK TO SCHOOL BUDGETS

PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

August 3, 2021

We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...

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PROTECT YOUR INCOME: BUY DISABILITY INSURANCE

COMPOUND INTEREST

July 28, 2021

Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...

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COMPOUND INTEREST

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

July 20, 2021

Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

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CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

July 13, 2021

In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

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A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

HEALTH INSURANCE FOR THE PRE 65 RETIREE

June 8, 2021

Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

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HEALTH INSURANCE FOR THE PRE 65 RETIREE

NEW MONTHLY REPORTING AVAILABLE

June 8, 2021

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

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NEW MONTHLY REPORTING AVAILABLE

ROTH CONVERSIONS - IDEAS TO CONSIDER

May 18, 2021

An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

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ROTH CONVERSIONS - IDEAS TO CONSIDER

THE BENEFITS OF DIVERSIFICATION

May 18, 2021

The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

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THE BENEFITS OF DIVERSIFICATION

THE VALUE OF FINANCIAL COACHING

February 23, 2021

You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

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THE VALUE OF FINANCIAL COACHING

REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

February 23, 2021

Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...

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REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

February 23, 2021

Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

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WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

THE BENEFITS OF DOLLAR-COST AVERAGING

January 14, 2021

Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

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THE BENEFITS OF DOLLAR-COST AVERAGING

TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

October 16, 2020

If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

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TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

October 15, 2020

In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

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COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

October 14, 2020

Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....

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WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

BUDGETING FOR OCTOBER EXPENSES

September 30, 2020

Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...

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BUDGETING FOR OCTOBER EXPENSES

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

September 29, 2020

I recently went on New Day Cleveland to share some Quarantine Budget Tips and I wanted to share them here as well. This pandemic has...

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NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET
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