Financial Planning | Whitaker Myers

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

John-Mark Young

Dec 123 min read

Retirement Planning

Tim Hilterman Joins Whitaker-Myers Wealth Managers as Chief Financial Planning Officer

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

David Gearhart

Sep 33 min read

Retirement Planning

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...

What are “Required Minimum Distributions (RMDs),” and how do these affect me?

David Gearhart

Jun 103 min read

Stock Market Investing

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...

Investment Corner - The Psychology of Saving & Investing

Summit Puri

Jan 124 min read

Economy

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...

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

John-Mark Young

Oct 4, 20236 min read

Retirement Planning

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...

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

John-Mark Young

Sep 2, 20236 min read

Economy

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

John-Mark Young

Jul 14, 20235 min read

Financial Coaching

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

John-Mark Young

Jul 8, 20237 min read

Financial Coaching

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

John-Mark Young

Jul 3, 20234 min read

Financial Coaching

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

John-Mark Young

Jul 3, 20237 min read

Financial Coaching

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

John-Mark Young

Jun 3, 20235 min read

Financial Coaching

YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

If you’re not getting better, you’re falling behind. Technology makes this statement even more true. In the last week of May and the...

Lindsey Curry

Apr 9, 20236 min read

Financial Coaching

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

John-Mark Young

Sep 3, 20226 min read

Financial Coaching

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

Logan Doup

Apr 12, 20223 min read

Financial Coaching

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...

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

John-Mark Young

Apr 6, 20225 min read

Financial Coaching

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...

Whitaker Myers

Mar 15, 20225 min read

Financial Coaching

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...

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...

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