Blog | Whitaker Myers Wealth Management

Whitaker Myers

Feb 15, 20234 min read

YOUR TEAM: WHITAKER-MYERS GROUP

We wanted to highlight the different divisions within Whitaker-Myers so you don’t have to make multiple phone calls for these various items.

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

Matthew Harris

Feb 11, 20236 min read

Financial Coaching

FINDING ADDITIONAL INCOME OUTSIDE OF YOUR 9-5 JOB

In this article, we will share some suggestions on how to increase your income.

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

Drew Hodgson

Feb 11, 20233 min read

Financial Coaching

HOW LIFE INSURANCE CREATES GENERATIONAL WEALTH

The impacts of life insurance A huge part of financial security is life insurance. Although it can often feel like another expense...

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

Beth Anne Allen

Feb 10, 20233 min read

Budget-Friendly Recipes

BUDGET-FRIENDLY RECIPE FOR YOU AND THE FAMILY -LET’S HOST A “BIG GAME” PARTY

Throwing a party for the Big Game yet dreading the mess you’ll have to clean up once the game is over?

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

Drew Hodgson

Feb 1, 20232 min read

Stock Market Investing

WHAT ARE STOCKS, ETFS, AND MUTUAL FUNDS?

Defining your investment plan When choosing the best way to invest in the stock market, it is good to look at a few items that make up...

Nick Allen

Feb 1, 20232 min read

Financial Coaching

HOW FIDUCIARY ADVISORS WORK FOR YOU

In this article, we will explore the idea of Fiduciary Duty and what to look for in an advisor.

5 Key Insights to Guide Investors in 2023

John-Mark Young

Jan 31, 20235 min read

Economy

5 Key Insights to Guide Investors in 2023

2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

Jake Buckwalter

Jan 27, 20232 min read

Economy

WHAT TO KNOW ABOUT THE DEBT CEILING YOU KEEP HEARING ABOUT

With the debt ceiling coming up, I decided it would be a good time to revisit this subject since it pops up from time to time.

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Andrew Young

Jan 19, 20232 min read

529 TO ROTH IRA ROLLOVER – A NEW FEATURE IN 2024

Investing in a 529 There were many changes to investing laws in the omnibus spending bill passed on December 29, 2022, that included the...

A HOLISTIC APPROACH TO FINANCIAL PLANNING

Whitaker Myers

Jan 18, 20232 min read

Retirement Planning

A HOLISTIC APPROACH TO FINANCIAL PLANNING

What is a “Holistic Plan?” It’s not uncommon to hear the term “holistic plan” in the financial planning and services industry. Most...

HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

Kelly Kranstuber

Jan 13, 20235 min read

Financial Coaching

HOW TO BECOME A MILLIONAIRE - DAVE RAMSEY’S SEVEN BABY STEPS EXPLAINED

Follow the Baby Steps in order, and stick with them! It is great when Dave Ramsey shares an exciting social media post about investing...

Drew Hodgson

Jan 12, 20233 min read

Financial Coaching

GETTING THE MOST FROM YOUR SMARTPHONE

The Smartphone Advantage It is no secret that we hold the most known information ever discovered in the palm of our hand through the...

Whitaker Myers

Jan 12, 20233 min read

Financial Coaching

IT’S WORTH IT WHEN OLD HABITS DIE

Is it really worth it? $6.75 That is the price I paid for one medium, flavored, double caf coffee last Friday. At the moment, I justified...

PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

Stephen Armstrong

Jan 5, 20233 min read

PLAYING CATCHUP FOR 2022 IRA CONTRIBUTIONS

Happy New Year!! You did it! You survived the gauntlet of Holidays that end each calendar year. With the new year comes new...

Nick Allen

Jan 5, 20233 min read

Inflation’s Impact on Your Debt

With 2023 off to a furious start, we will look at three (there are more) key ways interest rates impact your budget.

Lindsey Curry

Dec 29, 20223 min read

Financial Coaching

NEW YEAR, NEW YOU, NEW FINANCIAL HABITS

New Year New You With the majority of the holiday festivities now behind us, and the anticipation of the new year upon us, are you trying...

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

Ryan Hoovler

Dec 29, 20223 min read

Financial Coaching

HOW THE SECURE 2.0 ACT CAN AFFECT YOUR ROTH CONTRIBUTIONS

The SECURE ACT 2.0 and the ROTH IRA As I write this article, one quote from my kid’s favorite Christmas movie comes to mind, “keep the...

Drew Hodgson

Dec 22, 20223 min read

Financial Coaching

ORGANIZING YOUR FINANCES IN 2023

New Year’s Resolution: 2023 When it comes to fresh starts, there is no better time than the start of a new year. People are hopeful,...

Nick Allen

Dec 22, 20223 min read

Retirement Planning

WHERE TO FOCUS YOUR RETIREMENT PLANNING

Dueling Contributions Beginning Baby step 4 (Funding retirement accounts) can be exciting for anyone who has emerged victoriously from...

Lindsey Curry

Dec 15, 20223 min read

Financial Coaching

THE IMPORTANCE OF A YEAREND RECAP

A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...

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