Logan Doup
WE DO BETTER, WHEN YOU DO BETTER!
The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...
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John-Mark Young
Apr 6, 20225 min read
FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP
There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...
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Whitaker Myers
Apr 6, 20223 min read
APRIL 1ST IS 401(K) DAY!
Did you know that April 1st is 401(k) day? Okay, maybe 401(k) day isn't a real holiday but it might serve as the motivation you have been...
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Griffin Lusk
Apr 1, 20225 min read
REBALANCING & RECENCY BIAS - SIMPLE CASE STUDIES
If you are a fan of Dave Ramsey, you are likely aware with the concept of spreading out risk with long-term retirement investing by...
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John-Mark Young
Mar 27, 20227 min read
AON HEWITT STUDY: 401(K) PARTICIPANTS RECEIVING HELP IMPROVED PERFORMANCE BY 3.32%
The year was 2005 and I was purchasing my first home. It was a small modest ranch with three bedrooms, 1 bathroom and an attached one car...
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Whitaker Myers
Mar 25, 20224 min read
NUMBER ONE INDICATOR OF WEALTH
Before we answer this question, ponder to yourself what you think the number one indictor would be for building wealth and having a...
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Lindsey Curry
Mar 25, 20223 min read
GAS SAVINGS: TIPS & TRICKS
Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...
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Lindsey Curry
Mar 19, 20228 min read
GAS. GROCERIES. AND GROWING PRICE INCREASES.
I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...
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Logan Doup
Mar 16, 20222 min read
HEALTH SAVINGS ACCOUNT BASICS
A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...
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Whitaker Myers
Mar 15, 20225 min read
TERM VS. WHOLE LIFE INSURANCE
Acquiring life insurance is one of the most important considerations a person can do to protect their loved ones after death. Two of the...
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Griffin Lusk
Mar 9, 20224 min read
TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE
I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...
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Kelly Kranstuber
Mar 9, 20222 min read
MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?
This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...
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Dustin Burkhart
Mar 5, 20223 min read
INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS
If you are currently holding cash that is above the comfort of your emergency fund, you may be stuck in what is called “analysis...
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John-Mark Young
Mar 1, 202211 min read
VANGUARD STUDY - THE ADVISOR'S ALPHA
A few years ago, I had a choice to make. Not a super important one, but even still it was going to affect our family’s monthly budget and...
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Whitaker Myers
Mar 1, 20223 min read
WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES
Here at Whitaker-Myers Wealth Managers, we think it is really important for you to know what your Financial Advisor’s goals are. Knowing...
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Lindsey Curry
Feb 27, 20225 min read
BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET
Now that you have taken the first step and decided to start budgeting, let’s talk about creation of it. When trying to set up a budget,...
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Lindsey Curry
Feb 20, 20224 min read
BUDGETING BASICS - WHERE DO I START?
This is a common question for many people new to the budgeting world who aren’t quite sure what’s the first thing they should do. Many...
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John-Mark Young
Feb 20, 20225 min read
WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!
My wife is a high school basketball coach. There are so many times she’ll create a game plan, explain the game plan to the ladies on her...
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Logan Doup
Feb 20, 20223 min read
ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA
As parents it is important to be good role models for our children. Dave Ramsey Personality Rachel Cruze states “More is caught than...
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John-Mark Young
Feb 6, 20224 min read
TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)
I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...
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