Summit Puri
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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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 1, 20236 min read
15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
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John-Mark Young
Jun 30, 20236 min read
CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
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John-Mark Young
Jun 15, 20236 min read
DIRECT INDEXING: A BOLD NEW FRONTIER
Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...
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John-Mark Young
Jun 10, 20235 min read
LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at 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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John-Mark Young
May 21, 20235 min read
What the Looming Debt Ceiling Deadline Means for Investors
Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...
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John-Mark Young
Apr 20, 20237 min read
WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY
On April 6th, 2023, Chris from Dallas, Texas (one of the SmartVestor Pro Markets Whitaker-Myers Wealth Managers serves) called Dave to...
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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
Mar 25, 20236 min read
THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
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John-Mark Young
Mar 18, 20237 min read
RECENT BANK FAILURES: BONDS, BAD RISK MANAGEMENT & BOOMTOWN INDUSTRIES
The recent failure of three U.S. banks has raised concerns over the economy and financial system.
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John-Mark Young
Mar 18, 20234 min read
INVESTMENT REAL ESTATE: AVOIDING CAPITAL GAIN TAXES ON THE SALE - 1031 Exchange DST
My friend Dave Ramsey invests in two things: mutual funds with long track records of success and paid-for real estate. He loves real...
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John-Mark Young
Jan 31, 20235 min read
5 Key Insights to Guide Investors in 2023
2022 was a challenging year for investors. Markets fell into bear market territory and experienced the worst annual performance since...
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Lindsey Curry
Dec 15, 20223 min read
THE IMPORTANCE OF A YEAREND RECAP
A year (and meeting) in review This past week our team traveled to Franklin, TN. It was a quick trip, but one of those trips that fills...
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Nick Allen
Dec 8, 20223 min read
STARTING A SMALL BUSINESS
With the advent of internet shopping and social media advertising, there has been a boom in small businesses over the last decade. In...
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John-Mark Young
Nov 27, 20225 min read
BEAR MARKET STRATEGY: STAY CONSISTENT WITH YOUR 401(K) AND ROTH IRA
When thinking about pain, we know how the brain processes pain can provoke strong emotional reactions such as fear, anxiety, or, in some...
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John-Mark Young
Oct 22, 20223 min read
2023 RETIREMENT PLAN CONTRIBUTION LIMITS & TAX BRACKETS ANNOUNCED
It’s the super bowl for Financial Planners and Tax Planners! Ok, maybe that is a little extreme but every year the IRS announces changes...
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John-Mark Young
Oct 18, 20225 min read
2022 YEAR END PLANNING IDEAS: WHITAKER-MYERS WEALTH MANAGERS
Time flies! I was reminded of that saying this week as my wife began prepping for her 5th season of coaching high school girls'...
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