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Latest Articles Written by our Team

The "Perfect" Amount - Retiring Comfortably

Is there a magic number for retirement? Not exactly. In this article, Associate Financial Advisor Ethan Barry explains why a successful retirement is about more than reaching a savings milestone—it's about creating a personalized income strategy that aligns with your goals, lifestyle, and long-term financial needs.

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The "Perfect" Amount - Retiring Comfortably

New for 2026: How Charitable Cash Contributions Can Help Lower Your Tax Bill

New tax rules for 2026 could create additional opportunities for taxpayers who make charitable cash contributions—even if they take the standard deduction. In this article, Financial Advisor Andrew Young explains how the updated deduction works, who qualifies, and how thoughtful charitable planning can maximize both your generosity and your tax savings.

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New for 2026: How Charitable Cash Contributions Can Help Lower Your Tax Bill

Why Doing “Nothing” is Sometimes the Smartest Move

Market volatility can make investors feel like they need to act—but sometimes the wisest decision is to stay the course. In this article, Financial Advisor Nick Allen explains why patience, discipline, and a long-term investment strategy can help investors avoid costly emotional decisions during uncertain markets.

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Why Doing “Nothing” is Sometimes the Smartest Move

Virtual Webinars with Our Experts

The Life Cycle of a Retirement Plan

As your business grows, your retirement plan should grow with it. Whether you're just getting started, already offer a 401(k), or are looking for more advanced strategies to maximize retirement savings, understanding where your plan stands today can help you make smarter decisions for tomorrow. Join Timothy Hilterman, CFP®, CAP®, Chief Financial Planning Officer at Whitaker-Myers Wealth Managers, and Brian Smith of July on Monday, July 27, 2026, for a practical, educational webinar designed specifically for business owners. Together, they'll walk through the life cycle of a retirement plan—from startup solutions like SIMPLE IRAs to advanced strategies such as cash balance plans—and discuss the opportunities available as your business evolves. During this live webinar, you'll learn: How to identify where your retirement plan fits within your business's growth stage. Key items every business owner should review to ensure their current retirement plan is working as intended. When cash balance plans may become an attractive strategy for maximizing retirement savings. Recent retirement plan updates, including new Roth options available inside employer-sponsored plans. The new "super catch-up" contribution opportunities for individuals ages 60–63. How employer-sponsored retirement plans compare to state-mandated retirement programs. Whether you're evaluating your first retirement plan or looking to optimize an existing one, this session will provide clear, actionable insights without the confusing industry jargon or sales pitch.

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

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions
07:20

Markets Rally Despite Fed Pressure, AI IPO Surges & Iran Oil Tensions

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged
07:54

Markets Rally Into July 4th | Softer Jobs Report, Fed Outlook & Why Tech Still Lagged

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
08:42

AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
07:32

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
07:48

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
07:43

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

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

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
01:21

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

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