Blog | Whitaker Myers Wealth Management

Why Investors Can Be Thankful After a Volatile Year

Psalm 100:4 - Enter his gates with thanksgiving, and his courts with praise! Give thanks to him; bless his name! For those who live or...

What is Gift Split, should I Gift Split, and when should I Gift Split?

Clay Reynolds

Nov 16, 20233 min read

What is Gift Split, should I Gift Split, and when should I Gift Split?

What is considered a gift? Before deciding to gift split, understanding what qualifies as a gift is essential. Gifts can include money,...

All About ESOPs (Employee Stock Ownership Plan)

David Gearhart

Nov 16, 20233 min read

All About ESOPs (Employee Stock Ownership Plan)

What is an ESOP? An ESOP, or Employee-Stock Ownership Plan, is a unique retirement plan allowing employees to own the company. Companies...

Stephen Armstrong

Nov 16, 20232 min read

What Is A Brokerage Account?

A brokerage account is a “non-retirement” account with no contribution limits, no income limits, and no penalty for taking money out...

College Planning Monthly Update: November 2023

Lindsey Curry

Nov 11, 20232 min read

College Planning

College Planning Monthly Update: November 2023

When Should I File the FAFSA? As you may already be aware, the Free Application for Federal Student Aid (FAFSA) is not yet open and won't...

Drew Hodgson

Nov 9, 20234 min read

How to Choose Your Financial Advisor

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

Lindsey Curry

Nov 9, 20233 min read

It’s the most wonderful time of year – Christmas and Holiday Prepping Season!

With Halloween over, the Holiday Season has now officially begun! And if you are anything like the stores, some of you may be getting...

Financial Planning & The Bible: Retire to Something - Not from Something

John-Mark Young

Nov 7, 20235 min read

Financial Planning & The Bible: Retire to Something - Not from Something

I recently stumbled upon a stat that got me thinking. It said, "that people who work longer are living longer". We've all heard the...

The best cost-saving tips to experience an in-person sporting event

Matthew Harris

Nov 2, 20237 min read

The best cost-saving tips to experience an in-person sporting event

Seeing my favorite team play would be fun, but can I afford it? Sometimes, this is one of those discretionary spending categories we want...

Commonly Used Investing Terms That All Investors Should Know

Kelly Kranstuber

Nov 2, 20235 min read

Commonly Used Investing Terms That All Investors Should Know

Investing Terminology Overview Getting started with investing can be intimidating for many people simply because they do not understand...

John-Mark Young

Oct 22, 20237 min read

Giving: God, Gospel & Generosity

I'm going through the Certified Kingdom Advisor material right now. It's great - thought-provoking, Gospel-centered, and it's challenging...

Bank Money Market Account vs Brokerage Money Market Funds

David Gearhart

Oct 19, 20232 min read

Stock Market Investing

Bank Money Market Account vs Brokerage Money Market Funds

The term “money market” often gets brought up when discussing different savings options, but what exactly is a money market? There are...

Lindsey Curry

Oct 19, 20235 min read

Breakfast on the go

Breakfast is the most important meal of the day. You hear this all the time, right? If you are like me and loathe the sound of the...

Israel War & My Portfolio: Pray, Give & Stay Disciplined

John-Mark Young

Oct 11, 20237 min read

Stock Market Investing

Israel War & My Portfolio: Pray, Give & Stay Disciplined

We truly are blessed in America. A phrase we often say but it's meaning takes on a crisper form when you can compare how easy our lives...

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

John-Mark Young

Oct 4, 20236 min read

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

Time in the Market vs. Timing the Market

Clay Reynolds

Oct 2, 20232 min read

Stock Market Investing

Time in the Market vs. Timing the Market

Timing the market refers to moving funds in or out of a financial market based on predictive methods. Active investors, who day trade and...

End-of-year items that will prepare you for filing your 2023 taxes

Kage Rush

Oct 2, 20232 min read

End-of-year items that will prepare you for filing your 2023 taxes

As we head into Fall Weather, Football, Halloween, and the holidays, we are getting close to the 2023 Tax Filing Season. As this time of...

Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers

John-Mark Young

Sep 26, 20236 min read