Why Make Backdoor Roth IRA Contributions?
So many terms in the financial industry seem mysterious and confusing, and some even sound completely made up. The Backdoor Roth IRA...
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Kelly Kranstuber
4 days ago4 min read
Additional Types of Insurance for Families and Individuals to Consider
Basic Insurance In addition to health, home, umbrella, and auto insurance, each family and most individuals should consider a few other...
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Whitaker Myers
Nov 182 min read
Whitaker-Myers Wealth Managers Named One of the Top 50 RIA Firms in the U.S. by ETF.com
Whitaker-Myers Wealth Managers named top fifty RIA by ETF.com
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Mica McKenna
Oct 214 min read
The Power of Principal-Only Payments
In the world of personal finance, effectively managing debt is essential for achieving long-term financial stability. One often...
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Summit Puri
Oct 213 min read
Intentionality Series: Part 3
Moving our intentionality discussion further, think about this - intentionality without purpose is essentially misdirection. As discussed...
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Kelly Kranstuber
Oct 144 min read
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way...
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Summit Puri
Oct 73 min read
Intentionality Series: Part 2
Picking up from where we left off from where we left off with Part 1 of this series , it’s probably important to discuss intentionality...
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David Gearhart
Sep 303 min read
Actively Managed vs. Passively Managed Funds
With the number of available funds seemingly endless, it can be hard to tell what a fund’s investing strategy is. With so many ways to...
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Matthew Harris
Sep 308 min read
Can I be a Millionaire?
Is Becoming a Millionaire in My Future? Let’s start with real-world facts: most people like the sound and appeal of being a millionaire....
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Summit Puri
Sep 92 min read
Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
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David Gearhart
Sep 33 min read
Options for Retiring Before 59 ½
Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...
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David Gearhart
Jun 103 min read
What are “Required Minimum Distributions (RMDs),” and how do these affect me?
Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...
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Kelly Kranstuber
Mar 184 min read
Baby Step Motivation
A Quick Backstory People told me growing up that I needed debt in my life and that debt was good. “I can’t get a mortgage without a...
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David Gearhart
Feb 293 min read
Are You Ready to get back on track with your goals?
The start of a new year often brings self-reflection for many people as they create their New Year’s resolutions. Although New Year’s...
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Joshua Paletta
Jan 255 min read
How Can Faith Impact Your Finances?
Money and the Bible The Bible speaks about money in over 2,000 verses, which is more often than it speaks about faith and prayer. Is...
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Summit Puri
Jan 196 min read
Asset Classes: Understanding your investments
Asset Classes Asset Classes, are they like Pilates at 9 am on Thursday? For those of you who have a background in science, like me, the...
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Summit Puri
Jan 124 min read
Investment Corner - The Psychology of Saving & Investing
Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner. We hope you find this...
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John-Mark Young
Jan 76 min read
How to Navigate a Bull Market: Lessons Learned from 2023's Exceptional Returns
2023 marked an inflection point for markets with strong gains across both stocks and bonds. The S&P 500, Dow, and Nasdaq generated...
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John-Mark Young
Dec 9, 20234 min read
Seasonal Patterns: What Do They Mean? Santa Claus Rally, January Effect and Sell in May and Go Away
The Santa Claus Rally sounds great, right?! The Jolly Saint Nick comes to town, bringing little Johnny a nice new toy and simultaneously...
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David Gearhart
Dec 7, 20233 min read
What Should I Consider Before the End of the Year?
As the end of the year approaches, there is no better time to analyze your finances to ensure you have maximized your accounts for the...
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