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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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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SMART INVESTORS DIVERSIFY
Growth, Growth & Income, Aggressive Growth, International & Mutual Funds…Why? If you listen to Dave Ramsey enough you will have heard...
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COMPANY STOCK: HOW MUCH IS TOO MUCH?
Working for a publicly traded company and having the opportunity to purchase company stock in your retirement plan has many benefits. Not...
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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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WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY
Often times we are asked why the guy that is known for getting people out of debt, Dave Ramsey, is such a focal point of our financial...
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THE BENEFITS OF DOLLAR-COST AVERAGING
Having read the title of this article, it will inform you that my goal is to explain the main benefits of using a dollar-cost averaging...
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TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?
If you are going to college to be a teacher, the Teacher Education Assistance for College and Higher Education (TEACH) Grant might be...
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COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!
In the absence of hope, despair and status-quo become acceptable. This is the feeling I get when talking to many families about the...
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WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?
Imagine making the short drive to your local grocery store. It’s a drive you’ve made so many times that you’re practically on auto pilot....
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BUDGETING FOR OCTOBER EXPENSES
Tomorrow is October 1st which means that we are heading into the holiday season! This is the time of year when it seems as though there...
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TAX IMPLICATIONS OF SOCIAL SECURITY
How We View Social Security: Most people understand the basics of social security and why/how it is used, and we also understand that it...