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Latest Articles Written by our Team

A smarter college savings strategy can create opportunities far beyond tuition.

When it comes to saving for a child’s future, flexibility matters. In this article, Associate Financial Advisor Joseph Browning shares why UTMA accounts can be a powerful alternative to traditional college savings plans, offering families greater freedom to use funds for education, life expenses, and long-term financial opportunities.

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A smarter college savings strategy can create opportunities far beyond tuition.

Are Your Finances Actually Healthy? 5 Ratios That Can Help You Find Out

Real Talk: Are my Finances “Healthy”? Almost everyone on God’s green Earth pauses at some point and asks themselves the same question: “How am I doing financially?” “Am I saving enough for retirement?”“Do I have too much debt?”“Are my expenses reasonable for what I earn, or am I one unexpected event away from financial stress?” What makes these questions so difficult is that there’s no such thing as a truly “average” life. People have different incomes, careers, family situations, ages,...

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Are Your Finances Actually Healthy? 5 Ratios That Can Help You Find Out

Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

April’s CPI report showed inflation climbing to 3.8%, the highest level since 2023, largely fueled by sharp increases in energy prices tied to Middle East oil disruptions. While core inflation remains more contained, elevated energy costs continue to create uncertainty for consumers, markets, and Federal Reserve policy decisions.

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Energy Shock or Inflation Spiral? Understanding Why CPI Hit a Three-Year High

Virtual Webinars with Our Experts

A New Release: Retirement Done Right

What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead? We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions. To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions. After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap. Inside Retirement Done Right, you’ll gain insight into: • How to turn your savings into a reliable and sustainable retirement income • The hidden tax challenges that can impact your long-term plan—and how to prepare for them • Key Social Security decisions that can significantly affect your future income • A faith-based perspective that replaces fear with thoughtful, disciplined decision-making • Practical strategies that many retirees don’t realize are available to them This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward. Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Our Video Library

What We Learned this Week

New Highs, Then an Inflation Wake-up Call
07:56

New Highs, Then an Inflation Wake-up Call

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
07:53

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead
08:41

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained
06:56

Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained

Markets Hit Record Highs as Geopolitical Tensions Ease
09:06

Markets Hit Record Highs as Geopolitical Tensions Ease

Markets Rally on Ceasefire & Oil Drop
08:55

Markets Rally on Ceasefire & Oil Drop

Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact
08:32

Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact

Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now
07:38

Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
32:26

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018
34:19

The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
09:24

Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
08:24

Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings
12:07

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
10:09

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
14:07

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
11:21

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan

Question of the Week

Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
03:58

Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team
02:35

Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team

Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro
02:07

Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro

What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros
08:51

What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

NEW Client Portal/App - Whitaker-Myers Wealth Managers
01:00

NEW Client Portal/App - Whitaker-Myers Wealth Managers

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook
01:05:50

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
42:20

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church -  #financialadvisor
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Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor

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