Whitaker Myers

We're proud to announce that Ben Allen has earned the Retirement Income Certified Professional® (RICP®) designation from The American College of Financial Services. This rigorous, graduate-level program equips advisors with specialized expertise in turning retirement savings into lasting income — from Social Security optimization to tax-efficient withdrawals and healthcare planning. Learn what this achievement means for Ben, and for the clients and families we serve.

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.

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.