GAS SAVINGS: TIPS & TRICKS

Do the current prices at the gas pump have you contemplating pulling out your old 10 speed bike buried deep in the back part of the...

GAS. GROCERIES. AND GROWING PRICE INCREASES.

I’m sure you have seen the rise in gas prices lately. They started out slowly, increasing gradually, but this past few weeks how can you...

HEALTH SAVINGS ACCOUNT BASICS

A Health Savings Account (HSA) is a tax advantage savings account that is created for people who have high-deductible health insurance...

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...

TARGET DATE MUTUAL FUND WITHDRAWAL STRATEGY ISSUES FOR THE RETIREE OR PRE-RETIREE

I would like to start off with a basic introduction to retirement-based target date and lifecycle mutual funds: Larger mutual fund...

MY SPOUSE DOESN'T WORK? HOW DO I SAVE FOR THEIR RETIREMENT?

This is a great question that I get quite often. Many married couples have one income earner in the family and in many circumstances,...

INCORPORATING SERIES I BONDS - EMERGENCY FUND & CASH POSITIONS

If you are currently holding cash that is above the comfort of your emergency fund, you may be stuck in what is called “analysis...

VANGUARD STUDY - THE ADVISOR'S ALPHA

A few years ago, I had a choice to make. Not a super important one, but even still it was going to affect our family’s monthly budget and...

WHITAKER-MYERS WEALTH MANAGERS MISSION, VISION & CORE VALUES

Here at Whitaker-Myers Wealth Managers, we think it is really important for you to know what your Financial Advisor’s goals are. Knowing...

BUDGETING BASICS - BUDGET TYPES & ZERO-BASED BUDGET

Now that you have taken the first step and decided to start budgeting, let’s talk about creation of it. When trying to set up a budget,...

BUDGETING BASICS - WHERE DO I START?

This is a common question for many people new to the budgeting world who aren’t quite sure what’s the first thing they should do. Many...

TAX REDUCTION IN RETIREMENT - QUALIFIED CHARITABLE DISTRIBUTION (QCD)

I’m not sure if there is an actual definition of success tax, however if I were to locate one, it might state that the Required Minimum...