Blog | Whitaker Myers Wealth Management

MARKET ROLLER COASTER: 2022’S LACK-OF AMUSEMENT PARK

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...

HOW WATCHING AN INFLUENCER ON SOCIAL MEDIA CAN AFFECT BUDGETS

Lindsey Curry

Oct 27, 20224 min read

Financial Coaching

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....

John-Mark Young

Oct 22, 20224 min read

Financial Coaching

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...

2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED

John-Mark Young

Oct 22, 20223 min read

Financial Coaching

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...

HALLOWEEN IS SCARY, SCAM CALLS DO NOT HAVE TO BE

Whitaker Myers

Oct 20, 20224 min read

Financial Coaching

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...

2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS

John-Mark Young

Oct 18, 20225 min read

Financial Coaching

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'...

FACEBOOK GROUPS: THE GOOD AND BAD TO SAVING MONEY

Lindsey Curry

Oct 14, 20226 min read

Financial Coaching

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...

SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI

Dustin Burkhart

Oct 12, 20222 min read

Financial Coaching

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)....

INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?

Matthew Harris

Oct 6, 20225 min read

Financial Coaching

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...

THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER

Nick Allen

Oct 6, 20223 min read

Financial Coaching

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...

UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT

Dustin Burkhart

Sep 29, 20226 min read

Financial Coaching

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...

THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER

John-Mark Young

Sep 17, 20224 min read

Financial Coaching

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...

WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

Lindsey Curry

Sep 15, 20223 min read

Financial Coaching

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...

TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME

John-Mark Young

Sep 10, 20224 min read

Financial Coaching

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...

Kelly Kranstuber

Sep 9, 20224 min read

Financial Coaching

SMART INVESTORS DIVERSIFY

Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

John-Mark Young

Sep 3, 20226 min read

Financial Coaching

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...

Jake Buckwalter

Sep 1, 20223 min read

Financial Coaching

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...

FINANCIAL PLANNING: HOW MUCH DO I NEED FOR RETIREMENT?

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...

Andrew Young

Aug 25, 20224 min read

Financial Coaching

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...

CHANGING YOUR HABITS CAN HELP YOU SAVE ON YOUR UTILITY BILLS

Lindsey Curry

Aug 18, 20226 min read

Financial Coaching

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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