Money Tips

Smart Money Moves Before Year-End

As 2025 winds down, now is the perfect time to make strategic financial decisions that can lower your tax bill, grow your investments, and set you up for a strong start to 2026.

College-Bound: Conversations, Checklists, and Financial Clarity

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.