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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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CREATING A COMPREHENSIVE FINANCIAL PLAN FROM A CFP PROFESSIONAL

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

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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SMART INVESTORS DIVERSIFY

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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COMPANY STOCK: HOW MUCH IS TOO MUCH?

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!

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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WHITAKER-MYERS WEALTH MANAGERS & DAVE RAMSEY

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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THE BENEFITS OF DOLLAR-COST AVERAGING

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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TEACH GRANT - WHAT IS IT? & WHO IS ELIGIBLE?

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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COLLEGE, DEBT FREE? YEAH, IT’S VERY POSSIBLE!

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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WHAT IS AN UMBRELLA INSURANCE POLICY? WHO NEEDS ONE?

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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BUDGETING FOR OCTOBER EXPENSES

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...

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TAX IMPLICATIONS OF SOCIAL SECURITY

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