Financial Coaching 10/11

Griffin Lusk

Jul 27, 20212 min read

COMPOUND INTEREST

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

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

John-Mark Young

Jul 19, 20214 min read

Financial Coaching

CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

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...

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

John-Mark Young

Jul 12, 20214 min read

Financial Coaching

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

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

John-Mark Young

Jun 7, 20215 min read

Financial Coaching

HEALTH INSURANCE FOR THE PRE 65 RETIREE

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

John-Mark Young

Jun 7, 20213 min read

Financial Coaching

NEW MONTHLY REPORTING AVAILABLE

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...

John-Mark Young

May 17, 20213 min read

Financial Coaching

ROTH CONVERSIONS - IDEAS TO CONSIDER

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...

Griffin Lusk

May 17, 20214 min read

Financial Coaching

THE BENEFITS OF DIVERSIFICATION

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...

Joe Mains

Feb 23, 20213 min read

Financial Coaching

THE VALUE OF FINANCIAL COACHING

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

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

John-Mark Young

Feb 23, 20212 min read

Financial Coaching

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

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...

Griffin Lusk

Jan 14, 20213 min read

Financial Coaching

THE BENEFITS OF DOLLAR-COST AVERAGING

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...

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

Whitaker Myers

Oct 15, 20202 min read

Financial Coaching

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

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

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

John-Mark Young

Oct 14, 20205 min read

Financial Coaching

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

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

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

Seth Buckwalter

Oct 13, 20202 min read

Financial Coaching

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

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....

Whitaker Myers

Sep 29, 20202 min read

Financial Coaching

BUDGETING FOR OCTOBER EXPENSES

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...

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

Whitaker Myers

Sep 28, 20202 min read

Financial Coaching

NEW DAY CLEVELAND SEGMENT: QUARANTINE BUDGET

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...

Griffin Lusk

Sep 17, 20204 min read

Financial Coaching

TAX IMPLICATIONS OF SOCIAL SECURITY

How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...

Whitaker Myers

Aug 27, 20205 min read

Financial Coaching

HEALTH SAVINGS ACCOUNT (HSA) WITH WHITAKER-MYERS WEALTH MANAGERS (WHAT ARE HSAS & WHO IS ELIGIBLE?)

At Whitaker-Myers Wealth Managers, we all have the heart of a teacher, and it’s important that we consider all financial planning...

WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)

Whitaker Myers

Aug 26, 20203 min read

Estate Planning

WHY HAVING A WILL IS IMPORTANT (AND GETTING ONE MIGHT BE EASIER THAN YOU MAY THINK)

Creating a Will can be really intimidating. It’s one of those things that most people know they should have but it just always sits on...

Andrew Young

Aug 24, 20203 min read

Financial Coaching

AUGUST IS #ABLETOSAVE MONTH

Do you or someone you know have a disability? Achieving a Better Life Experience (ABLE) is an investment account that you can use to pay...

HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

Whitaker Myers

Aug 9, 20204 min read

Financial Coaching

HOW SCRIPTURE MEMORIZATION CAN HELP YOUR FINANCES!

Jason was the type of manager that any restaurant employee would want to work for. Happy, energetic, funny & always positive. Every...

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