Kage Rush
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...
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John-Mark Young
Sep 26, 20236 min read
Understanding Net Unrealized Appreciation (NUA) in Retirement Plan Rollovers
The National Bureau of Labor Statistics did a study in August 2021 looking at the number of jobs that people born between 1957 and 1964,...
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Logan Doup
May 3, 20235 min read
TAXES ARE IMPACTED BY YOUR SAVINGS & INVESTMENT CHOICES
Your Savings, Investments, & Taxes TAXES. Love or hate them, if you live in the United States of America, you can participate in our...
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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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Stephen Armstrong
Nov 10, 20222 min read
LONG-TERM AND SHORT-TERM CAPITAL GAINS EXPLAINED
What happens when I sell a stock or bond that has increased in value? Have you been eyeing a new vehicle, rental property, or any...
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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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Nick Allen
Oct 6, 20223 min read
THE BENEFITS OF CHARITABLE GIVING - NOW AND LATER
Why Charitable Giving Should be a part of your financial present and future As an investor, it’s up to you to decide what is important...
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Dustin Burkhart
Sep 29, 20226 min read
UNDERSTANDING YOUR SOCIAL SECURITY BENEFIT
Social Security is a benefit nearly 1/5th of the country is currently receiving and the majority of working Americans pay into it. How is...
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