PLANNING FOR THAT NEXT TRIP

Vacation Mode With the weather warming up and the sun shining more, we all long for that next vacation. Whether heading to the beach for...

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...

STARTING A SMALL BUSINESS – PART III – DAY-TO-DAY OPERATIONS AND COSTS

Understanding the Costs of Daily Operations In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our...

STARTING A SMALL BUSINESS – PART II – WHAT TO SET IT UP AS AND TAX IMPLICATIONS

The Right Setup In recognition of Small Business Month, Whitaker-Myers Wealth Managers is partnering with our CPA and fellow small...

STARTING A SMALL BUSINESS PART I – THE FIRST STEPS

In recognition of Small Business Month, our CPA will discuss the steps to opening a successful small business.

THE BENEFITS OF LONG-TERM DISABILITY INSURANCE

Long-term disability insurance. What are the risks, and the benefits of it?

TO INVEST ALL AT ONCE OR OVER TIME?

We will evaluate the pros and cons of employing both dollar cost averaging and lump sum methods in investing.

ALL THINGS EMERGENCY FUNDS

ALL THINGS EMERGENCY FUNDS Let’s start with defining an emergency fund, which is simply money put into a liquid and accessible account to...

INVESTMENT STRATEGIES AND THEIR BENCHMARKS

There's inherent risk in the stock market. The stock market has highs and lows, but how can you measure your investment portfolio?

NINE THINGS TO DO IF YOUR IDENTITY IS STOLEN

What should I do if my identity is stolen? Finding out that you are a victim of identity theft is very unnerving. You start having...

FACTS OVER FEAR FOR FINANCES

Despite all the apocalyptic talk these days, there are several reasons why the world is not ending financially.

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...