Latest Articles Written by our Team
Generosity vs Debt: Christmas Edition
Terms like “debt,” “overspending,” and “pressure” imply that these statistics tell a negative story about the average consumer's decisions during this time of year. While it is unwise to spend above your budget or take on debt for gifts, I believe it also reveals a broader societal or moral pressure to purchase extravagant gifts for the most important people in our lives.

Can I Save for College and Retirement at the Same Time?
Dave Ramsey’s Baby Steps suggest saving for retirement before college — but that doesn’t mean you have to finish one before starting the other. Financial Advisor Matthew Harris breaks down how to balance both goals, use time and compounding interest to your advantage, and make smart choices that keep you on track for retirement without sacrificing your kids’ education.

How Social Security COLA and Portfolio Strategy Impact Retirement Planning
Ensuring adequate savings for a lengthy retirement stands as the paramount concern for retirees and individuals nearing retirement. Recent years of elevated inflation have diminished the buying power of cash reserves, creating additional hurdles.

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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Is your investment strategy outdated?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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