Whitaker-Myers Wealth Managers

Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.

With recent headlines surrounding the potential SpaceX IPO capturing investor attention, many people are asking what an IPO actually is and how to evaluate one. In this educational guide, Financial Advisor Nick Allen explains how companies go public, what to look for in an IPO prospectus, and why a great company doesn't always make a great investment at any price.

More than 30 years ago, Joe Mains and his wife discovered Dave Ramsey's teachings on a clearance rack cassette tape, a moment that forever changed their finances, marriage, and future. In this personal story, Joe shares how the same principles that helped him win with money recently inspired a life-changing health transformation and why lasting change begins when you're truly "sick and tired of being sick and tired."

Is debt consolidation really the answer to financial stress? In this edition of Investment Corner, Financial Advisor and Certified Ramsey Solutions Master Financial Coach Joe Mains shares why lasting financial peace comes from changing behaviors—not simply moving debt around—and how the debt snowball method can help families regain control of their finances.

When a spouse passes away, managing retirement accounts can quickly become confusing. Associate Financial Advisor Joseph Browning explains the key differences between keeping an IRA as inherited or treating it as your own—and how that decision can affect taxes, withdrawals, and long-term financial planning.

Financial Advisor Joe Mains reflects on a life-changing lesson he learned from Dave Ramsey during Financial Peace University—and how it reshaped his view of investing, retirement income, and legacy planning. Discover the powerful “10% principle” and what it could mean for your family’s future.

Markets move in cycles, and successful investing requires both long-term strategy and tactical flexibility. This article explores how strategic and tactical asset allocation can help investors manage risk, respond to changing market conditions, and make retirement withdrawals more efficiently. Learn how a disciplined approach can help navigate both bull and bear markets.

Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.

Interest rates influence everything from borrowing costs to bond prices and stock valuations. Understanding how Federal Reserve rate changes ripple through the economy can help investors stay disciplined and focused on long-term financial goals.

Financial fraud is becoming more sophisticated with advances in artificial intelligence and digital technology. Learn five practical steps to protect your accounts, strengthen safeguards, and reduce your family’s risk of financial loss.

Valentine’s Day is a reminder that thoughtful planning is an act of care—and college planning is no exception. This article explores why starting the college conversation early, understanding financial aid timelines, and setting clear expectations can help families make confident, financially sound decisions long before tuition bills arrive.

Inflation has reshaped household budgets and long-term financial planning, with the cost of living rising nearly 20% since 2021. This article explores practical budget adjustments and investment strategies designed to help protect purchasing power and build resilience during prolonged inflationary periods.