Blog | Whitaker Myers Wealth Management

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...

TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

Griffin Lusk

Mar 9, 20224 min read

Financial Coaching

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...

MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?

Kelly Kranstuber

Mar 9, 20222 min read

Financial Coaching

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,...

INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS

Dustin Burkhart

Mar 5, 20223 min read

Financial Coaching

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...

John-Mark Young

Mar 1, 202211 min read

Financial Coaching

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...

Whitaker Myers

Mar 1, 20223 min read

Financial Coaching

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...

BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET

Lindsey Curry

Feb 27, 20225 min read

Financial Coaching

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,...

Lindsey Curry

Feb 20, 20224 min read

Financial Coaching

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...

WARREN BUFFETT-ISM - INVESTING IS SIMPLE, BUT NOT EASY!

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...

ROTH IRA FOR YOUR CHILDREN - CUSTODIAL ROTH IRA

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...

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

John-Mark Young

Feb 6, 20224 min read

Retirement Planning

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...

John-Mark Young

Feb 6, 20224 min read

Financial Coaching

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...

WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

Lindsey Curry

Feb 4, 20224 min read

Financial Coaching

WHY ARE SINKING FUNDS SOMETHING I SHOULD KNOW ABOUT?

The word “sinking” can be a little intimidating when you associate it with your money, but in reality, a sinking fund can be a way to...

MARKET VOLATILITY RETURNS - JANUARY 2022

John-Mark Young

Jan 24, 20224 min read

Financial Coaching

MARKET VOLATILITY RETURNS - JANUARY 2022

Do you ever go through something that you know is not going to be pleasant but ultimately is for your own good? I feel that way every...

CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

Lindsey Curry

Jan 23, 20226 min read

Financial Coaching

CRAWL, WALK AND THEN RUN TO FINANCIAL PEACE

Ideas include: You must crawl before you can walk, and then build wealth One step at a time to saving for your future How the 7 baby...

Logan Doup

Jan 23, 20223 min read

Financial Coaching

SOARING WITH INFLATION

During Dave Ramsey’s Livestream event, on 1/13/2022, he and fellow Ramsey personalities Rachel Cruze and George Kamel briefly discussed...

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

Logan Doup

Jan 18, 20224 min read

Financial Coaching

RAMSEY SOLUTIONS - BUILDING WEALTH LIVE STREAM SUMMARY

Proverbs 13:11 (NIV): “Dishonest money dwindles away, buy whoever gathers money little by little makes it grow.” Tonight’s talk started...

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

John-Mark Young

Jan 1, 20221 min read

CHANGES TO RETIREMENT PLAN CONTRIBUTION LIMITS IN 2022

The IRS recently announced that next year taxpayers can put an extra $1,000 into their 401(k) plans, an extra $1,000 in SIMPLE IRA Plans...

John-Mark Young

Jan 1, 20225 min read

Financial Coaching

2022 INVESTMENT OUTLOOK

Welcome to 2022! What a year 2021 was – coming out of 2020 and the COVID lockdowns we anticipated a strong market and that is certainly...

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

John-Mark Young

Dec 13, 20214 min read

Financial Coaching

ROTH VS. PRE-TAX (TRADITIONAL) RETIREMENT CONTRIBUTIONS FOR THE 60+ CROWD

Who remembers their senior year of high school? You’ve completed at least 12 years of school already, perhaps even more with pre-school,...

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