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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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Intentionality Series: Part 1

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

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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15% OF MY INCOME: BEFORE OR AFTER MY EMPLOYER MATCH?

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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CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

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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DIRECT INDEXING: A BOLD NEW FRONTIER

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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LOOKING TO RETIRE - LOOK AT THE LONE STAR STATE, TEXAS

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!

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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What the Looming Debt Ceiling Deadline Means for Investors

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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WHY THE U.S. DOLLAR IS STILL THE LEADING GLOBAL CURRENCY

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

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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THE STOCK MARKET: BACK TO THE BASICS

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