Financial Planning

Life’s big moments—buying a home, starting a family, changing jobs—can all reshape your finances. A financial advisor can help you navigate these transitions, avoid costly mistakes, and build a plan for the future. Drew Hodgson's article explores how advisors are compensated, the value they can add (often as much as 3% to annual returns, according to Vanguard), and what to consider when deciding if professional guidance is right for you.

Preparing for college goes beyond dorm shopping—it’s about finalizing paperwork, having key conversations, and setting a strong financial foundation. From budgeting and insurance to emotional readiness, families can ease the transition. With the One Big Beautiful Bill Act reshaping college financing, thoughtful planning is crucial. Whitaker-Myers offers tools, guidance, and consultations to help students start college with confidence.

John-Mark Young has officially earned the Certified Financial Planner® certification after 14 months of study and dedication.

Tim Hilterman joins Whitaker-Myers Wealth Managers as their Chief Financial Planning Officer.

Although retiring early, let alone before the penalty-free distribution age of 59 ½, seems like an impossible dream for some, it is...

Often, in the financial world, terminology can be used that the average person may not understand or have a firm grasp on what is being...

Welcome Thank you, and welcome to the first installment of Whitaker-Myers Wealth Manager’s Investment Corner.  We hope you find this...

By a mile, the most asked question I get is, "am I ready to retire?" Retirement is technically the single largest expense you'll ever...

About two weeks ago, we were all hit with the clickbait headline, "credit card balances hit $1 trillion". Immediately, people used this...

Activate Baby Step 5. Your mission, should you choose to accept it is to create financial independence for yourself by saving 15% of your...

That's right! For those of you with kids that are nearing college or college planning has been in your mind lately - it's a two-for July!...

The months of June and July are primarily known for: Weddings The First Day of Summer Vacations Graduations By now, for those students...