John-Mark Young
THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER
Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...
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Lindsey Curry
Sep 15, 20223 min read
WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD
What are rainy days? You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt...
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John-Mark Young
Sep 10, 20224 min read
TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME
Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...
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Kelly Kranstuber
Sep 9, 20224 min read
SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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John-Mark Young
Sep 3, 20226 min read
FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY
We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...
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Jake Buckwalter
Sep 1, 20223 min read
WHAT ARE TARGET DATE FUNDS?
The Basics of Target Date Funds If you have a retirement plan through work (401(k), 403(b), etc) and are putting money into it, it’s very...
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John-Mark Young
Aug 27, 20226 min read
FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?
Have you ever thought you had a goal nailed down? Exactly what you need to do, how long it’ll take, and when you’ll get there. Then as...
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Andrew Young
Aug 25, 20224 min read
2022 STUDENT DEBT RELIEF
On Wednesday, August 24, 2022, President Biden announced changes to student loan debt relief. The biggest item of note was up to $20,000...
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Lindsey Curry
Aug 18, 20226 min read
CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS
Savi ng money in your budget with your utility bills Many people are looking for ways to save on their budget lately. With increasing...
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Lindsey Curry
Aug 11, 20224 min read
ELIMINATE BACK-TO-SCHOOL BLUES WITH THESE MONEY-SAVING TIPS
“Back-to-School Season” is upon us Does anyone remember the “Most Wonderful Time of Year” Staples commercial with the parent happily...
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Ryan Hoovler
Aug 11, 20223 min read
SIX CHOICES THAT HELP EXPLAIN THE NEED FOR A GOOD ESTATE PLAN
Inevitable Estate Planning Certainties We All Do Not Want To Hear: We all will pass away. We cannot take any assets, money, or belongings...
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Whitaker Myers
Aug 4, 20224 min read
SINKING FUND - SHOULD IT BE IN SAVINGS OR INVESTED?
The Benefits of a Sinking Fund If you've ever been in a meeting with me, we have likely talked about sinking funds. Some may say I'm...
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John-Mark Young
Aug 4, 20226 min read
GOODBYE POCO - LESSONS FROM MY SWEET DOG!
Dave Ramsey has a rule at his office. The rule is simple: No gossip! If you’re caught gossiping once, it’s your free warning and pass,...
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Whitaker Myers
Jul 28, 20224 min read
SHOULD I BE TITHING ON A REGULAR BASIS?
As a Christian, Should I Incorporate Tithing into My Budget? What is Tithing? Let’s start with “what is tithing?” The word "tithe" comes...
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John-Mark Young
Jul 28, 20226 min read
HOW TO BE ONE OF THE HAPPIEST RETIREES
Every year my family, including my siblings' families and my mom, take a week and head down to the beaches of South Carolina (Hilton...
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Lindsey Curry
Jul 21, 20224 min read
WHAT SHOULD BE INCLUDED IN A MONTHLY BUDGET?
Common Budget Set-up Questions As a financial coach, I hear some common questions when it comes to setting up a budget, even if someone...
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Logan Doup
Jul 18, 20224 min read
RAMSEY SOLUTIONS LIVE STREAM SUMMARY: REAL ESTATE REALITY CHECK
1 Timothy 6: 6-7: “But god liness with contentment is great gain. For we brought nothing into the world, and we can take nothing out of...
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Lindsey Curry
Jul 14, 20224 min read
HOW LITTLE THINGS CAN MAKE A BIG IMPACT
How the “little things” can impact your budget Are you really good at not going overboard on the big stuff, and making outrageous...
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Whitaker Myers
Jul 13, 20223 min read
PLANNING YOUR RETIREMENT: THE TEACHER'S RETIREMENT SYSTEM (TRS) OF TEXAS
As a public-school teacher in the great state of Texas, you are aware of the TRS (Teachers’ Retirement System) of Texas. What may not be...
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John-Mark Young
Jul 13, 20224 min read
BEAR MARKET STRATEGY: TAX LOSS HARVESTING
Starting my career in 2007 had its many blessings and challenges. I remember as we headed in the Great Financial Recession (“GFC”), I...
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