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Investment Corner - The Psychology of Saving & Investing

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

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Investment Corner - The Psychology of Saving & Investing

The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

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The Benefits of a Sale-Leaseback Arrangement for Elderly Clients and Their Families

Personal Savings, Record Credit Card Debt & Their Effect on the Economy

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

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Personal Savings, Record Credit Card Debt & Their Effect on the Economy

WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

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WHY COLLEGE PLANNING IS A CORE PART OF ANY FINANCIAL PLAN

MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

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MONTHLY COLLEGE PLANNING UPDATE: JULY 2023

MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...

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MONTHLY COLLEGE PLANNING UPDATE: WHITAKER-MYERS WEALTH MANAGERS

7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

Major stock market indices made significant gains in the first half of the year due to improving inflation, slowing Fed rate hikes, the...

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7 MARKET & ECONOMIC INSIGHTS FOR THE SECOND HALF OF 2023

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...

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YOUR CLIENT PORTAL IS GETTING A MAJOR UPGRADE!

COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

If The Financial Aid Awards Are Lacking In April, parents of high school seniors are looking at their financial aid letters. It's a...

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COLLEGE ED XPRESS: APRIL 2023 MONTHLY NEWSLETTER

FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

We've got baby fever at Whitaker-Myers Wealth Managers! Our excellent Financial Coach, Lindsey Curry, and her husband, Chris, welcomed...

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FIVE FINANCIAL MOVES TO MAKE BEFORE HAVING A BABY

WE DO BETTER, WHEN YOU DO BETTER!

The financial world can be notorious for a reputation of confusion, conspiracy and corruption. While such a status will follow any...

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WE DO BETTER, WHEN YOU DO BETTER!

FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

There are so many cliches I could start out with, when thinking about writing this article. Would you ever sail the Atlantic without a...

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FINANCIAL PLANNING: IMPORTANT REGARDLESS OF BABY STEP

Financial Planning

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