top of page
Whitaker Myers
Oct 27, 20212 min read
YOUR GUIDE TO “BENEFICIARIES”
Building wealth can be an important part of financial planning, since it can help you enjoy life and provide for your family. But as the...
73
Dustin Burkhart
Oct 21, 20212 min read
IMPACT OF INFLATION - SOCIAL SECURITY BENEFITS
Social Security offers a 5.9% cost-of-living adjustment. What if I am delaying my benefits? The Social Security Administration officially...
76
Whitaker Myers
Sep 27, 20214 min read
FINANCIAL PLAN VS. ESTATE PLAN: WHAT'S THE DIFFERENCE?
A financial plan is, at its core, a look at your current financial health and a map to help you reach your goals. It usually looks at...
75
Griffin Lusk
Aug 23, 20212 min read
MAXING OUT A 401(K) PLAN TOO EARLY
Disclosure: This article will most likely apply to high-income earners or those that are financially healthy and extremely aggressive...
69
Whitaker Myers
Aug 11, 20214 min read
BACK TO SCHOOL BUDGETS
It's back to school time which means stores are filled with parents and their kids, picking out all the items needed to start a new...
61
John-Mark Young
Aug 2, 20215 min read
PROTECT YOUR INCOME: BUY DISABILITY INSURANCE
We often talk about the reason you should remove debt from your life is because it eats away at the largest wealth building tool that you...
75
Griffin Lusk
Jul 27, 20212 min read
COMPOUND INTEREST
Compounding interest is a concept that many people are familiar with, especially in the investing world, and it can most simply be...
64
John-Mark Young
Jul 19, 20214 min read
CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?
Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...
69
John-Mark Young
Jul 12, 20214 min read
A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS
In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...
68
John-Mark Young
Jun 7, 20215 min read
HEALTH INSURANCE FOR THE PRE 65 RETIREE
Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...
90
John-Mark Young
Jun 7, 20213 min read
NEW MONTHLY REPORTING AVAILABLE
Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...
59
John-Mark Young
May 17, 20213 min read
ROTH CONVERSIONS - IDEAS TO CONSIDER
An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...
72
Griffin Lusk
May 17, 20214 min read
THE BENEFITS OF DIVERSIFICATION
The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...
68
Joe Mains
Feb 23, 20213 min read
THE VALUE OF FINANCIAL COACHING
You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...
71
John-Mark Young
Feb 23, 20213 min read
REAL ESTATE INVESTING VS. MUTUAL FUND INVESTING
Those of us that love and respect Dave Ramsey have heard him say that there are two types of investments he makes on a regular basis. The...
57
John-Mark Young
Feb 23, 20212 min read
WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
73
Griffin Lusk
Jan 14, 20213 min read
THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
72
Whitaker Myers
Oct 15, 20202 min read
TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...
67
John-Mark Young
Oct 14, 20205 min read
COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...
78
Seth Buckwalter
Oct 13, 20202 min read
WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....
68
bottom of page