GOVERNMENT TREASURIES: BACK IN VOGUE

In high school, there was this thing called “high waters.” If your jeans or khakis showed any of your socks or, worse yet, the skin from...

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...

HALLOWEEN IS SCARY, SCAM CALLS DO NOT HAVE TO BE

Scam Calls Don't Have to be Scary! ‘Tis the season for all things scary and creepy. There are a lot of things to be scared of but getting...

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'...

FACEBOOK GROUPS: THE GOOD AND BAD TO SAVING MONEY

How Facebook Groups can save you money, or make you take a hit on your budget. Have you ever been sent a Facebook invite to join a...

SOCIAL SECURITY OFFERS AN 8.7% COST-OF-LIVING ADJUSTMENT IN 2023 AND DECREASES MEDICARE PART B PREMI

The Social Security Administration COLA The Social Security Administration is set to announce the 8.7% cost-of-living adjustment (COLA)....

INFLATION: WHAT IS IT, HOW DOES IT WORK, WHAT CAN I DO ABOUT IT?

Inflation: What is it? Inflation is a word that is not spoken of regularly in our social circles. It has been mostly used in financial...

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...

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...

THE CONFESSIONS OF A CHRISTIAN BASED FINANCIAL PLANNER

Imagine living (in career terms) in a world where money is the focal point of everything. It’d be very easy to become vain and...

WHY POSTPONE ADDITIONAL DEBT PAY OFF FOR “RAINY DAYS” AHEAD

What are rainy days? You’re in the midst of paying off your debt and tackling it with a speed that is even impressing you. Your debt...

TAX TIP: MEDICARE PREMIUMS BASED ON RETIREMENT INCOME

Healthcare has undoubtedly been a hot topic in the last few years. However, for those of us in the retirement planning industry, we’ve...