CHILD TAX PAYMENTS - INVEST FOR YOUR CHILD?

Many of Americans woke up to a surprise in their bank accounts last Thursday morning. An extra deposit, they may or may not have been...

A LITTLE-KNOWN TRICK TO TURBO CHARGE YOUR ROTH CONTRIBUTIONS

In 1989, Senator Bob Packwood of Oregon, and Senator William Roth of Delaware, proposed the idea of what they termed at the time, the...

HEALTH INSURANCE FOR THE PRE 65 RETIREE

Everyone views retirement a little differently. Some folks love their career and want to continue pursuing their passion for as long as...

NEW MONTHLY REPORTING AVAILABLE

Financial Advisors with the heart of a teacher. It’s one of the first things you see on our website. It’s one of the sayings you’ll hear...

ROTH CONVERSIONS - IDEAS TO CONSIDER

An all to common scenario in our office is, Client A walks in, has done an excellent job of saving money, presumably enough money to...

THE BENEFITS OF DIVERSIFICATION

The word of the day is VOLATILITY, and in the investment world, this word can leave a bad taste in your mouth. Is it avoidable? The...

THE VALUE OF FINANCIAL COACHING

You too can create good habits, learn new behaviors, develop effective skills, and make decisions with confidence wherever you might find...

WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...

THE BENEFITS OF DOLLAR-COST AVERAGING

Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...

TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...

COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...

WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....