David Gearhart
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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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
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...
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John-Mark Young
Sep 2, 20236 min read
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...
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John-Mark Young
Jul 14, 20235 min read
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...
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John-Mark Young
Jul 8, 20237 min read
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!...
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John-Mark Young
Jul 3, 20234 min read
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...
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John-Mark Young
Jul 3, 20237 min read
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...
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John-Mark Young
Jun 3, 20235 min read
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...
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Lindsey Curry
Apr 9, 20236 min read
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...
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John-Mark Young
Sep 3, 20226 min read
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...
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Logan Doup
Apr 12, 20223 min read
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...
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John-Mark Young
Apr 6, 20225 min read
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...
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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...
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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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