Intentionality Series: Part 1
A home purchased with CASH While driving to the gym this morning, I turned on “The Ramsey Show’s Highlights” for 8/26/24 and listened to...
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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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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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15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?
Things like a savings rate for retirement seem so trivial in the grand scheme of life, right? I’m reminded of that as I watched my...
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CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL
Lately I’ve been engrossed in the world of watching my LinkedIn feed. Now remember LinkedIn is supposed to be the anti-Facebook social...
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DIRECT INDEXING: A BOLD NEW FRONTIER
Technology has improved almost every area of our lives – why can’t it improve our investing? For those of us, that subscribe to the Dave...
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LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS
It’s a rainy Sunday, and there’s not much to do – no swimming, no basketball with my son, and we just enjoyed a wonderful lunch at The...
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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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What the Looming Debt Ceiling Deadline Means for Investors
Let me start out by saying if Dave Ramsey would do a solid for his country and run for President, we wouldn't be in this mess. With...
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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...
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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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THE STOCK MARKET: BACK TO THE BASICS
Stock Market projections. I can bet that at least once a day, I will hear someone tell me why the stock market will crash and never return.
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