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Financial Planning

Is Your College Savings Strategy Quietly Hurting Your Child’s FAFSA Eligibility

Saving for college is important—but where you save can make a significant difference when it comes to financial aid eligibility. Associate Financial Advisor Joseph Browning explains how FAFSA evaluates income and assets, and shares strategies that can help families maximize both their savings and potential financial aid opportunities.

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Is Your College Savings Strategy Quietly Hurting Your Child’s FAFSA Eligibility

Trump Accounts: New Ways to Support a Child’s Financial Future

Every parent wants to give their children a strong financial foundation. From 529 plans and custodial Roth IRAs to the new 530A "Trump Accounts," understanding today's savings options can help families make informed decisions that support education, retirement, and long-term financial success.

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Trump Accounts: New Ways to Support a Child’s Financial Future

Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year

The first half of 2026 reminded investors that headlines don't always dictate market performance. Despite inflation, geopolitical tensions, and ongoing uncertainty, diversified portfolios continued to benefit from staying invested and focused on long-term goals.

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Mid-Year Outlook 2026: Key Investor Lessons for the Second Half of the Year

What's Going On With Oil Prices Right Now (And Why You Should Care)

Oil prices have been on a roller coaster in 2026, driven by geopolitical tensions, supply disruptions, and shrinking global reserves. In this article, Financial Advisor Jake Buckwalter breaks down what's causing the volatility, why it matters beyond the gas pump, and what investors should be watching in the months ahead.

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What's Going On With Oil Prices Right Now (And Why You Should Care)

Understanding the SECURE Act 2.0

Beginning in 2026, higher-income employees will face new rules for 401(k) catch-up contributions under SECURE Act 2.0. In this article, Associate Financial Advisor Mica Dauch explains who is affected, why the change was made, and what it means for your retirement savings strategy.

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Understanding the SECURE Act 2.0

Consumer Financial Health: Navigating Record Highs and Historic Lows

Consumer spending continues to power the U.S. economy, even as confidence remains historically low. Summit Puri examines the mixed signals shaping today's economic landscape—from record household wealth and resilient retail sales to elevated debt, lower savings, and persistent inflation—and explains what long-term investors should focus on.

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Consumer Financial Health: Navigating Record Highs and Historic Lows

SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

SpaceX's historic IPO has captured investors' attention and sparked questions about whether now is the time to buy. In this article, John-Mark Young explores what makes SpaceX unique, why valuation matters, and how disciplined investors can participate in innovation without abandoning a long-term financial plan.

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SpaceX Just Changed the IPO Game Forever — Here’s What It Means for Your Portfolio

John-Mark Young Named to AdvisorHub’s 2026 Advisors to Watch — Fourth Consecutive Year on the List

Whitaker-Myers Wealth Managers is proud to announce that John-Mark Young, CFP®, has been named to AdvisorHub's 2026 Advisors to Watch ranking for the fourth consecutive year. The recognition highlights his commitment to comprehensive financial planning, tax-aware strategies, client service, and sustained practice growth.

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John-Mark Young Named to AdvisorHub’s 2026 Advisors to Watch — Fourth Consecutive Year on the List

Financial Organization: Where to Start When Your Money Feels Overwhelming

Many people avoid looking closely at their finances because they don't know where to start or fear what they might find. In this practical guide, Associate Financial Advisor Drew Hodgson explains how taking a simple snapshot of your income and expenses can turn financial stress into clarity and help you build a plan for moving forward with confidence.

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Financial Organization: Where to Start When Your Money Feels Overwhelming

Understanding IPOs: What They Are and How to Evaluate One

With recent headlines surrounding the potential SpaceX IPO capturing investor attention, many people are asking what an IPO actually is and how to evaluate one. In this educational guide, Financial Advisor Nick Allen explains how companies go public, what to look for in an IPO prospectus, and why a great company doesn't always make a great investment at any price.

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Understanding IPOs: What They Are and How to Evaluate One

Sick and Tired of Being Sick and Tired: Lessons from Dave Ramsey That Changed My Life

More than 30 years ago, Joe Mains and his wife discovered Dave Ramsey's teachings on a clearance rack cassette tape, a moment that forever changed their finances, marriage, and future. In this personal story, Joe shares how the same principles that helped him win with money recently inspired a life-changing health transformation and why lasting change begins when you're truly "sick and tired of being sick and tired."

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Sick and Tired of Being Sick and Tired: Lessons from Dave Ramsey That Changed My Life

Does Refinancing Your Mortgage Still Make Sense? Key Factors Every Homeowner Should Consider

Refinancing your mortgage can lower your monthly payment and free up cash to support other financial goals, but it's important to understand the true costs involved. Learn how interest rates, discount points, closing costs, and your break-even point can help determine whether refinancing is the right move for your financial future.

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Does Refinancing Your Mortgage Still Make Sense? Key Factors Every Homeowner Should Consider
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