Blog | Whitaker Myers Wealth Management

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

John-Mark Young

Jun 3, 20235 min read

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS

Kage Rush

Jun 1, 20234 min read

Financial Coaching

STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS

Kage Rush

May 24, 20234 min read

Financial Coaching

STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

Beth Anne Allen

May 24, 20232 min read

Budget-Friendly Recipes

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

Fresh Seasonal Choices Did you know shopping seasonally can save you money? Especially when buying produce! If you purchase what is...

What the Looming Debt Ceiling Deadline Means for Investors

John-Mark Young

May 21, 20235 min read

Economy

What the Looming Debt Ceiling Deadline Means for Investors

Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

Nick Allen

May 17, 20233 min read

Stock Market Investing

MUTUAL FUNDS OR ETFS AND THE BENEFITS OF EACH

What are the differences between mutual funds and ETFs?

STARTING A SMALL BUSINESS PART I – THE FIRST STEPS

Whitaker Myers

May 17, 20233 min read

Financial Coaching

STARTING A SMALL BUSINESS PART I – THE FIRST STEPS

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

THE BENEFITS OF LONG-TERM DISABILITY INSURANCE

Stephen Armstrong

May 17, 20233 min read

Financial Coaching

THE BENEFITS OF LONG-TERM DISABILITY INSURANCE

Long-term disability insurance. What are the risks, and the benefits of it?

Drew Hodgson

May 10, 20234 min read

Financial Coaching

TO INVEST ALL AT ONCE OR OVER TIME?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

Beth Anne Allen

May 7, 20233 min read

Budget-Friendly Recipes

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

We all want to celebrate moms well, and most of the time, the best gift you can give them is time and good food!

HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

John-Mark Young

May 4, 20236 min read

Economy

HOW THE FAILURE OF FIRST REPUBLIC IMPACTS THE FINANCIAL SYSTEM

"This part of the crisis is over. Everyone should just take a deep breath." - JP Morgan Chief Executive Jamie Dimon On the morning of...

TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

Logan Doup

May 3, 20235 min read

Retirement Planning

TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES

Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...

Matthew Harris

May 3, 20235 min read

Financial Coaching

ALL THINGS EMERGENCY FUNDS

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

Beth Anne Allen

Apr 30, 20233 min read

Budget-Friendly Recipes

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY

When you think Cinco de Mayo, you immediately think of dinner with friends consuming all things tacos, fajitas, guac, and salsa, right?

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

Nick Allen

Apr 26, 20233 min read

Financial Coaching

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

Whitaker Myers

Apr 25, 20232 min read

Financial Coaching

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

Kelly Kranstuber

Apr 22, 20233 min read

Financial Coaching

FACTS OVER FEAR FOR FINANCES

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

John-Mark Young

Apr 20, 20237 min read

Financial Coaching

WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...

Beth Anne Allen

Apr 12, 20234 min read

Financial Coaching

SAVE ON SPRING CLEANING

With spring approaching, let’s take action to tackle cleaning your home efficiently and affordably. Many may see spring cleaning as an...

Lindsey Curry

Apr 9, 20236 min read

Financial Coaching

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

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