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Latest Articles Written by our Team

Trump Accounts — Jumpstarting the Next Generation’s Financial Future

Trump Accounts are a new, government-backed investment tool designed to give children a powerful financial head start. With a one-time federal seed contribution, tax-deferred growth, and long-term investing in broad U.S. stock market index funds, these accounts harness the power of time and compounding. For parents and grandparents, Trump Accounts offer a forward-thinking way to build financial confidence and opportunity for the next generation.

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Trump Accounts — Jumpstarting the Next Generation’s Financial Future

2026 Retirement Contribution Limits: What Changed and What You Should Do Now

The IRS increased retirement contribution limits for 2026, giving investors more room to build wealth. IRA and Roth IRA limits are now $7,500, with a higher catch-up for those 50 and older. Income limits and deduction rules still apply, so knowing where and how to invest matters. This update breaks down what changed and why you may need to adjust your monthly contributions to stay on track.

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2026 Retirement Contribution Limits: What Changed and What You Should Do Now

The Little-Known Strategy That Can Turn IRA Dollars Into Tax-Free Money

Most people don’t realize you can make a one-time, tax-free transfer from an IRA into an HSA. If you’re covered by an HSA-eligible health plan and not yet on Medicare, this strategy can quietly turn tax-deferred IRA dollars into tax-free money for future healthcare costs. For people in their early 60s with large IRAs, it can reduce future RMDs and create meaningful flexibility for medical and long-term care expenses.

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The Little-Known Strategy That Can Turn IRA Dollars Into Tax-Free Money

Virtual Webinars with Our Experts

Christian Generosity & Strategic Giving Webinar

Join us for a meaningful webinar exploring how generosity can be both intentional and impactful, grounded in a biblical foundation of stewardship and abundance. You’ll learn practical ways to give beyond writing a check, including how donor-advised funds and appreciated assets can help maximize your charitable impact. We’ll also discuss strategies for weaving generosity into your broader financial plan so it aligns with both your goals and your values. If you’ve ever wondered how to make your giving more purposeful and faith-driven, this conversation is for you.

Our New Book

Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future

by John Mark Young

Our Video Library

What We Learned this Week

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
07:32

Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
07:48

Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset

Private video
07:43

Private video

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
07:56

Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard

New Highs, Then an Inflation Wake-up Call
07:53

New Highs, Then an Inflation Wake-up Call

AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
08:41

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
06:56

Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
32:26

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
34:19

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
09:24

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
08:24

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
12:07

Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
10:09

Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
14:07

Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
11:21

The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan

Question of the Week

Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
03:58

Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team
02:35

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

Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro
02:07

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

What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros
08:51

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

NEW Client Portal/App - Whitaker-Myers Wealth Managers
01:00

NEW Client Portal/App - Whitaker-Myers Wealth Managers

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook
01:05:50

Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
42:20

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

Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church -  #financialadvisor
01:21

Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor

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