Drew Hodgson

Understanding your tax situation is more than just knowing how to file—it’s a critical foundation for smart financial decision-making. From choosing the right filing status to working with a CPA or financial advisor, clarity around your taxes can uncover opportunities to save money today and build wealth for tomorrow. With the right strategy and professional guidance, you’re not just paying taxes—you’re paying them in the smartest way possible.

Buying a home is a major financial decision influenced by interest rates, housing prices, and your personal readiness. While market timing matters, the best time to buy is when you're financially prepared—debt-free, with a full emergency fund, and savings for a down payment. Follow Dave Ramsey’s Baby Steps and consider your long-term goals. For personalized guidance, speak with a Whitaker-Myers financial advisor today.

Combat pay is tax-exempt at the federal level but still subject to Social Security and Medicare taxes. Service members can contribute this income to their TSP, with Roth TSP being the most beneficial option—offering both tax-free contributions and tax-free growth. Contributions from combat pay don’t count toward annual limits, allowing greater retirement savings potential. Keep records of your pay and consult a financial advisor to track and manage TSP rollovers effectively.

Life Insurance: Term Life Insurance Specifically As followers of many of Dave Ramsey's  principles, we should be familiar with his...

One of the most used tools on our tool belt when helping clients is a 401(k) Rollover. This is a way to move an account without incurring...

Some of us reading this article may have been in debt at some point in our lives. It is a frightful, burdensome, overwhelming feeling...

What should you be looking for when searching for a Financial Advisor? Dave recommends that you ask the following when getting to know a...

Helping you get out of the paycheck-to-paycheck mentality Living Paycheck to paycheck is a burden many Americans face. Around 78% of all...

Finding the best ways to save while investing For those interested or worried about saving, this article will help clarify the options...

Vacation planning means budget planning As summer starts, if you’re like me, you’re already looking forward to that vacation that’s been...

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

As the article title says, many clients must work to rewire their brains in a bear market. This isn’t easy for everyone to do.