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Latest Articles Written by our Team

When Should You Claim Social Security? Key Factors to Consider Before Filing

Deciding when to claim Social Security is one of the most important retirement decisions you'll make. In this article, Associate Financial Advisor Mica Dauch explains the advantages of delaying benefits, important earnings limits to understand, special considerations for married couples, and how the breakeven age can help guide your claiming strategy.

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When Should You Claim Social Security? Key Factors to Consider Before Filing

Calendar vs. Threshold Rebalancing: Which Strategy Helps Keep Your Portfolio on Track?

Rebalancing is often called one of investing's "free lunches" because it can help reduce risk and improve portfolio discipline without requiring investors to take on additional risk. In this article, Associate Financial Advisor Clay Reynolds explains the differences between calendar and threshold rebalancing, why both approaches matter, and how a hybrid strategy may help investors stay aligned with their long-term financial objectives.

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Calendar vs. Threshold Rebalancing: Which Strategy Helps Keep Your Portfolio on Track?

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.

Virtual Webinars with Our Experts

Exclusive Webinar with Rachel Cruze, Best-Selling Author of Love Your Life, Not Theirs

Love Your Life, Not Theirs: The Pursuit of Contentment What if having more isn't the same as living better? We live in a world that makes comparison almost impossible to escape. Social media, lifestyle upgrades, bigger homes, newer cars, and someone else's seemingly perfect life can leave us wondering if we're falling behind—or if what we have is simply not enough. But what if the secret to a richer life isn't having more? What if it's learning to be content with what you already have? Join Rachel Cruze of Ramsey Solutions for an engaging and honest conversation with John-Mark Young, CFP® and Tim Hilterman, CFP® as they explore the powerful connection between money, comparison, gratitude, and contentment. Inspired by the themes of Rachel's book, Love Your Life, Not Theirs, this conversation will go beyond financial numbers to explore what it really means to build a life you love—without constantly measuring it against someone else's. During this conversation, we'll explore: Why comparison can make even a good financial life feel like it's not enough How to recognize the difference between healthy financial goals and the pressure to keep up The role gratitude and contentment play in our relationship with money How our spending habits can be influenced by the lives we see around us What it looks like to enjoy the life you've worked hard to build How to pursue financial goals without always feeling like you're behind Practical ways to shift your perspective from “What am I missing?” to “What do I already have?” Meet Our Special Guest: Rachel Cruze We're thrilled to welcome Rachel Cruze of Ramsey Solutions for this special conversation. Rachel is a #1 New York Times bestselling author, financial expert, and host of The Rachel Cruze Show. Known for making money conversations practical, relatable, and empowering, Rachel brings a fresh perspective on breaking free from comparison, finding financial peace, and discovering true contentment. Your Life. Your Money. Your Definition of Enough. This isn't about giving up your goals or settling for less. It's about learning to recognize when more isn't necessarily better—and discovering the freedom that comes from appreciating the life you're already building. Come ready for an honest, encouraging conversation that may change the way you think about money, success, and what it means to live a life you love. Register today and join us for this special live online event!

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

The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement
31:03

The Fed Just Raised Rates for the First Time in 3 Years | What It Means for Your Retirement

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

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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