Jake Buckwalter
SHOULD INVESTING BE BORING?
Investments in the news It’s been tough to turn on any financial news network lately without hearing headlines regarding the saga at FTX...
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Nick Allen
Nov 17, 20223 min read
STAYING ON BUDGET THIS CHRISTMAS
With the Christmas Season rapidly approaching and inflation at an all-time high you may have already thought about your shopping budget....
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Lindsey Curry
Nov 17, 20224 min read
UNIQUE GIFTING IDEAS WITH GIFT CARDS – BOTH TO GIVE AND RECEIVE!
Have you thought of asking for or giving a gift card recently? “What would you like for your birthday?” Or how about, “Is there anything...
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Drew Hodgson
Nov 10, 20223 min read
MIDTERM MENTALITY
Some of the greatest factors as to why a market declines is because the market isn’t sure of what is going to happen. When consumers,...
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Lindsey Curry
Nov 10, 20224 min read
THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY, PART II – THE MEAL PLAN
The importance of meal planning As important as an exercise program is, the same importance is placed on meal planning, both if you’re...
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Stephen Armstrong
Nov 10, 20222 min read
LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED
What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...
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Nick Allen
Nov 10, 20224 min read
MEASURING YOUR RISK BEFORE INVESTING
You work hard to earn a living, but if you’re new to investing you might be wondering how exactly your money can go to work for you. At...
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Lindsey Curry
Nov 3, 20224 min read
THE GROCERY STORE GAME – HOW TO PREP THE RIGHT WAY. PART 1 – THE GROCERY LIST
Mistakes easily made with the grocery store. Have you ever run into the grocery store for “just a few things” and ended up with “a few...
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Logan Doup
Nov 3, 20223 min read
SAVING FOR COLLEGE USING A 529
How do I save for my kid’s future college expenses? As Advisors, this is a common question that clients have for us. There are many ways...
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Drew Hodgson
Oct 27, 20224 min read
MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK
How frightening it is to look at your ROTH, IRA Rollover, Brokerage Account, etc., and see a performance number with a dreaded minus next...
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Lindsey Curry
Oct 27, 20224 min read
HOW WATCHING AN INFLUENCER ON SOCIAL MEDIA CAN AFFECT BUDGETS
What is an “influencer”? Influencers are more of a modern term gaining popularity in the last several years, due mainly to social media....
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John-Mark Young
Oct 22, 20224 min read
GOVERNMENT TREASURIES: BACK IN VOGUE
In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...
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John-Mark Young
Oct 22, 20223 min read
2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED
It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...
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Whitaker Myers
Oct 20, 20224 min read
HALLOWEEN IS SCARY, SCAM CALLS DO NOT HAVE TO BE
Scam Calls Don't Have to be Scary! ‘Tis the season for all things scary and creepy. There are a lot of things to be scared of but getting...
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John-Mark Young
Oct 18, 20225 min read
2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS
Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...
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Lindsey Curry
Oct 14, 20226 min read
FACEBOOK GROUPS: THE GOOD AND BAD TO SAVING MONEY
How Facebook Groups can save you money, or make you take a hit on your budget. Have you ever been sent a Facebook invite to join a...
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Dustin Burkhart
Oct 12, 20222 min read
SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI
The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....
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Matthew Harris
Oct 6, 20225 min read
INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?
Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...
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Nick Allen
Oct 6, 20223 min read
THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER
Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...
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Dustin Burkhart
Sep 29, 20226 min read
UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT
Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...
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