Whitaker-Myers Wealth Managers, A Registered Investment Advisory Firm

Don't forget to reset your clocks tonight! ⏰⏰⏰

BOO! 👻 👻 👻

We want to wish everyone a fun and safe Happy Halloween 👻 🎃 🦇

We would love to see all of your costumes! Please share your Halloween costume photos in the comments section.🍬 🕷🍫🕸 🍭

Understanding payment structure is necessary when looking for a financial advisor. Associate Financial Advisor Ethan Barry takes the time to explain what a fee-based advisor is and its benefits to you as the client.

https://www.whitakerwealth.com/posts/how-fee-based-advisors-work-and-the-benefits-to-you

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- October 28, 2024 - https://mailchi.mp/16724bfb4dd7/whitaker-myers-wealth-managers-may-18-17436829

If you find yourself as a beneficiary of an Inherited IRA, the rules can be a bit tricky. Associate Financial Advisor Clay Reynolds shares details to be aware of so you can avoid any possible penalties.

https://www.whitakerwealth.com/posts/how-to-manage-an-inherited-ira

Being able to throw additional money toward debt can be a "power move." Associate Financial Advisor Mica McKenna shares how to make them and the power behind Principal-Only Payments.

https://www.whitakerwealth.com/posts/the-power-of-principal-only-payments

This week, Investment Research Analyst Summit Puri continues the series on intentionality, focusing on the WHY; thinking through what motivates a person and how that motivation can turn into action.

https://www.whitakerwealth.com/posts/intentionality-series-part-3

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- October 14, 2024 - https://mailchi.mp/f2532b6a6b23/whitaker-myers-wealth-managers-may-18-17436616

🎂🎈🎂 Please join us in wishing Chief Compliance Officer Kelly Taylor a very Happy Birthday! 🎂🎈🎂

Please help us in celebrating one of our own!

Associate Financial Advisor Joseph Browning and his lovely wife, Julia Browning, tied the knot two months ago today! 🤵‍♂️❤👰‍♀️

Retirement can often feel like a marathon for some, and while you may be in the midst of the run to reach it, Financial Advisor Kelly Kranstuber shares insight between the Traditional 401(k) and Roth 401(k) options that could help you finish the race strong!

https://www.whitakerwealth.com/posts/traditional-401-k-vs-roth-401-k

It’s almost that time of year again, benefits enrollment season! Financial Advisor Andrew Young gives an overview of the various benefits you may access through your employer-sponsored benefits program. As shared in the article, these benefits make up roughly 30% of your compensation, so understanding how to use them to their full potential is of extreme benefit to you. (Pun intended!)

https://www.whitakerwealth.com/posts/employer-annual-benefits-enrollment-what-you-need-to-consider-2024

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- October 14, 2024 - https://mailchi.mp/692457dea499/whitaker-myers-wealth-managers-may-18-17436407

Did you know October is more than just pumpkins and bats 🎃🦇?!?

October is also CYBER SECURITY Month!💻📱

If you missed the article "Password Managers" written by Financial Advisor Jake Buckwalter earlier this summer, be sure to check it out. It shares information about adding an extra layer of protection in this cyber-connected world!

https://www.whitakerwealth.com/post/what-is-a-password-manager

Stocks and Bonds. These are two terms you often hear when investing is being discussed. For most, stocks seem easier to understand, but bonds can be a bit harder to grasp. Financial Advisor Jake Buckwalter explains bonds and the bond market in this week's article.

https://www.whitakerwealth.com/posts/the-bond-market-simplified

This week, Investment Research Analyst Summit Puri continues the series on intentionality, starting at foundations. What are the critical components of being intentional and focusing on intentionality with your mindset?

https://www.whitakerwealth.com/posts/intentionality-series-part-2

🎂🎈🎂 Please join us in wishing Financial Advisor Stephen Armstrong a very Happy Birthday! 🎂🎈🎂

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- October 7, 2024 - https://mailchi.mp/1a94f29e5b34/whitaker-myers-wealth-managers-may-18-17426349

Understanding what kind of fund is best for you is key when investing to reach your financial goals. In this week's article, Associate Financial Advisor David Gearhart breaks down Actively Managed Funds from Passively Managed Funds.

https://www.whitakerwealth.com/posts/actively-managed-vs-passively-managed-funds

"Can I be a Millionaire?" For some, this may sound like a familiar game show, but for others, this is a question they may be asking themselves. Financial Advisor Matthew Harris explains how a positive mental attitude, discipline, and consistency could lead you to "YES" for that question.

https://www.whitakerwealth.com/posts/can-i-be-a-millionaire

🎂🎈🎂 Please join us in wishing Financial Coach Lindsey Curry a very Happy Birthday! 🎂🎈🎂

Whitaker-Myers "Better Than I Deserve" Weekly Newsletter- September 23, 2024 - https://mailchi.mp/911fda092671/whitaker-myers-wealth-managers-may-18-17425885

In a time when it feels like there is an insurance policy for anything, Client Relationship Manager and Disability Insurance Specialist Robyn Minnear helps explain the benefits of considering Disability Insurance if you do not already have it.

https://www.whitakerwealth.com/posts/have-you-thought-about-disability-insurance-if-not-the-time-is-now

🎂🎈🎂 Please join us in wishing Associate Financial Advisor Mica McKenna a very Happy Birthday! 🎂🎈🎂

As time has shown, investing sooner rather than later is one of the best ways to achieve long-term financial goals. Financial Advisor Stephen Armstrong shares the differences between Dollar-Cost Averaging and Lump-Sum Investing and the benefits they offer.

https://www.whitakerwealth.com/posts/how-dollar-cost-averaging-can-help-investors-get-into-the-market