Logan Doup

Whitaker-Myers Wealth Managers proudly announces that Financial Advisor Logan Doup has earned his Certified Financial Planner (CFP®) designation. Joining colleagues Timothy Hilterman, CFP® and John-Mark Young, CFP®, Logan strengthens the firm’s commitment to client-first planning. The CFP® mark is the gold standard, ensuring expertise, fiduciary duty, and integrity—exactly what clients should expect from their trusted financial advisor.

A tax refund isn’t a bonus—it’s proof you overpaid the IRS. By understanding your paycheck—earnings, pre-tax deductions, taxes, and net pay—you can adjust your federal withholding and keep more money in your pocket each month. For example, one couple discovered they’d loaned the government $7,000 interest-free. With the right strategy, that money could boost savings, investments, or debt payoff. Take control of your paycheck with smart planning and professional guidance.

Taxes can be confusing, but working with a CPA early helps avoid last-minute stress. Key tax forms to bring include W-2s, 1099s (NEC, R, SSA), and investment forms like 5498 and 1099-Composite. Understanding these forms ensures accurate filing. For guidance or help with your 2025 taxes, Whitaker-Myers Tax Advisors is ready to assist you through the process.

Without a will, you die “intestate,” leaving state courts to decide how your estate is divided—often in unintended ways. Dave Ramsey emphasizes having a proper estate plan, preferably through a legally valid will. There are various types, including holographic, nuncupative, and statutory wills. While wills ensure your wishes are on paper, they also go through probate, which can be contested. For guidance, Whitaker-Myers Wealth Managers partners with Encore Estate Planning to help.

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Finding a financial advisor is hard. Here are a few simple questions to ask the Financial Advisors you are interviewing.

Dave’s 4 categories for Investing.