Financial Coaching 11/11

Whitaker Myers

Jul 29, 20203 min read

DO YOU HAVE TERM LIFE INSURANCE?

Every day, we help clients develop a plan to achieve their financial goals and part of that is making sure they have the right insurance...

RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"

Whitaker Myers

Jun 29, 20202 min read

Stock Market Investing

RAMSEY LIVESTREAM: "WHAT NOW? COVID-19 AND YOUR MONEY!"

Dave Ramsey, Rachel Cruze, and Chris Hogan did a free Livestream last Thursday evening entitled "What Now? COVID-19 And Your Money!" In...

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

Whitaker Myers

Jun 22, 20203 min read

Financial Coaching

CHANGING CAREERS? 7 PODCASTS AND BOOKS THAT CAN BE HELPFUL

This pandemic has had an impact on all of us in one way or another and for some people, it may mean that they find themselves changing...

YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK

Whitaker Myers

Jun 18, 20203 min read

Retirement Planning

YOUR 401(K) COULD HAVE MORE OPTIONS THAN YOU THINK

For many Americans, a large part of your retirement net worth is contained within your company 401(k) plan. Employer’s encourage this...

WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

Whitaker Myers

May 28, 20203 min read

Financial Coaching

WHAT IS AN EDUCATION SAVINGS ACCOUNT (ESA)?

If you are wanting to save money for your kids, the next question is always “what type of account should I open for them?” The answer...

INVESTING FOR KIDS? YOUR CHILD’S ACCOUNT CAN BE INVESTED INSTEAD OF BEING AT THE BANK

Whitaker Myers

May 13, 20203 min read

Stock Market Investing

INVESTING FOR KIDS? YOUR CHILD’S ACCOUNT CAN BE INVESTED INSTEAD OF BEING AT THE BANK

Do you have a savings account for your child at the bank? If so, did you know that you could have that money invested and potentially...

Whitaker Myers

Apr 29, 20203 min read

Financial Coaching

BE SURE TO AVOID CORONAVIRUS SCAMS

The COVID-19 pandemic has impacted everyone in one way or another. Unfortunately, one-way that some people are being impacted is by scams...

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

Whitaker Myers

Mar 25, 20202 min read

Financial Coaching

THERE IS HOPE: THE CORONAVIRUS & YOUR MONEY

We know that the Coronavirus (COVID-19) has impacted all of us and yet the level of impact can vary depending on your specific...

Whitaker Myers

Mar 23, 20201 min read

Financial Coaching

INTERVIEW WITH DAN IVASCYN, PORTFOLIO MANAGER OF THE PIMCO INCOME

In an interview done in September 2019, fund manager Dan Ivascyn, who is the chief investment officer of PIMCO, where he leads the firms...

John-Mark Young

Mar 12, 20201 min read

Financial Coaching

MARKET UPDATE

At Whitaker-Myers Wealth Managers, one of our core values is to have the heart of a teacher. Meaning, we want to educate and inform our...

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

Whitaker Myers

Feb 27, 20203 min read

Financial Coaching

WHAT QUESTIONS SHOULD YOU ASK A FINANCIAL ADVISOR?

We know that finding a Financial Advisor is a big decision. We also know that sometimes it can be hard to even know what questions you...

SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT

Whitaker Myers

Feb 21, 20201 min read

Financial Coaching

SAVE MONEY & PAY OFF DEBT USING DAVE RAMSEY'S BABY STEPS - WKYC SEGMENT

As one of Dave Ramsey's Smartvestor Pros, we are passionate about helping people save money, pay off debt, and achieve their financial...

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

Whitaker Myers

Jan 28, 20202 min read

Estate Planning

THE SECURE ACT CHANGES THE WAY PEOPLE INHERIT MONEY

The recently enacted SECURE Act eliminated the ability for a beneficiary to stretch an inheritance over their lifetime, if the...

Whitaker Myers

Dec 31, 20192 min read

Financial Coaching

5 UNIQUE WAYS TO SAVE MONEY

As one of Dave Ramsey's Smartvestor Pros, you can imagine thtat we are passionate about helping people to achieve their money goals and...

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

Whitaker Myers

Nov 25, 20193 min read

Financial Coaching

6 NON-TRADITIONAL OR ALTERNATIVE GIFT IDEAS

I am always looking for ways to make the holiday season more enjoyable, less stressful, and less expensive. Doesn't that sound like...

Whitaker Myers

Oct 24, 20194 min read

Financial Coaching

HOW TO SAVE FOR CHRISTMAS IN 2 MONTHS

I know, I know… it isn’t even Halloween yet and I’m talking about Christmas! Don’t worry, I’m not trying to rush the year along! However,...

Whitaker Myers

Sep 22, 20194 min read

Financial Coaching

HOW TO PAY OFF YOUR DEBT

If you have credit card debt, student loans, medical debt, and/or car debt.... you are not alone. Unfortunately, it is really common in...

Whitaker Myers

Sep 16, 20193 min read

Financial Coaching

DO YOU BALANCE YOUR CHECKING ACCOUNT?

Do you? I mean, really… do you balance your checkbook (or your checking account)?? You are probably in one of three camps right now… Camp...

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