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Latest Articles Written by our Team
Can I Save for College and Retirement at the Same Time?
Dave Ramsey’s Baby Steps suggest saving for retirement before college — but that doesn’t mean you have to finish one before starting the other. Financial Advisor Matthew Harris breaks down how to balance both goals, use time and compounding interest to your advantage, and make smart choices that keep you on track for retirement without sacrificing your kids’ education.
How Social Security COLA and Portfolio Strategy Impact Retirement Planning
Ensuring adequate savings for a lengthy retirement stands as the paramount concern for retirees and individuals nearing retirement. Recent years of elevated inflation have diminished the buying power of cash reserves, creating additional hurdles.
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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.
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What We Learned this Week
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AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
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Markets Rally on Iran Peace Deal, But the Fed Turns Hawkish
07:48
Inflation Reignites Market Volatility | CPI Surge, Oil Shock & Fed “Higher for Longer” Reset
07:43
Private video
07:56
Markets Rattled by Strong Jobs Report | Tech Sell-Off, Rising Rates & AI Stocks Hit Hard
07:53
New Highs, Then an Inflation Wake-up Call
08:41
AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained
32:26
The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
34:19
The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018
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Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
08:24
Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
12:07
Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings
10:09
Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
14:07
Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
11:21
The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
Question of the Week
03:58
Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
02:35
Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team
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Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro
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What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros
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NEW Client Portal/App - Whitaker-Myers Wealth Managers
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Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook
42:20
Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer
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Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor
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