Latest Articles Written by our Team
Are You Overpaying Your Financial Advisor—or Underestimating Their Value?
Are you paying too much for your financial advisor—or not enough for the value you should be receiving? The real question isn’t about cost—it’s about what you’re getting in return. From investment management to tax strategies and behavioral coaching, learn how to evaluate whether your advisor is truly earning their fee.

My Spouse Just Passed – Should I Treat Their Retirement Accounts as Inherited, or My Own?
When a spouse passes away, managing retirement accounts can quickly become confusing. Associate Financial Advisor Joseph Browning explains the key differences between keeping an IRA as inherited or treating it as your own—and how that decision can affect taxes, withdrawals, and long-term financial planning.

The Hidden Tax Advantages of Starting A 401(k)
Many business owners assume a 401(k) plan is too expensive to start—but recent tax credits may significantly reduce the cost. Associate Financial Advisor David Gearhart explains how startup, employer contribution, and automatic enrollment credits can help businesses provide valuable retirement benefits while lowering their tax burden.

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What We Learned this Week

New Highs, Then an Inflation Wake-up Call

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

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

Markets Hit Record Highs as Geopolitical Tensions Ease

Markets Rally on Ceasefire & Oil Drop

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

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Is your investment strategy outdated?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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Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

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

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

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

NEW Client Portal/App - Whitaker-Myers Wealth Managers

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

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

