Latest Articles Written by our Team
5 Retirement Mistakes to Avoid Before and During Retirement
Retirement planning involves much more than choosing investments and saving enough money. Financial Advisor David Gearhart highlights five common retirement mistakes—from waiting too long to plan and overlooking taxes to taking too much investment risk or making emotional decisions—and explains how thoughtful planning can help reduce financial stress.

The Power of the Solo 401(k)
For self-employed individuals, a SEP IRA may be the first retirement plan that comes to mind—but it isn’t the only option. Nick Allen explains how a Solo 401(k) can offer higher contribution potential, Roth savings, and added flexibility for sole proprietors, LLC owners, S-corp owners, and 1099 workers.

The "milk in your coffee" problem: what the IRS pro rata rule means for your backdoor Roth
Thinking about a backdoor Roth IRA contribution? The IRS pro rata rule could create an unexpected tax bill if you have pre-tax money in a Traditional, SEP, or SIMPLE IRA. Ben Allen breaks down how the rule works, why it matters, and what to consider before making a conversion.

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What We Learned this Week

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

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

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

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

New Highs, Then an Inflation Wake-up Call

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

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

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

Is your investment strategy outdated?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

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

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

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