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Latest Articles Written by our Team
Traditional 401(k) vs. Roth 401(k)
Saving for Retirement Many people have an opportunity to save for retirement through an employer-sponsored 401(k). This is a great way to save for retirement. Many plans now offer Traditional 401(k) contributions AND Roth 401(k) contributions. But what is the difference between them, and which one is better? This article will explain the similarities and differences between a Roth 401(k) and a Traditional 401(k) and why I feel most people should save to a Roth 401(k) over a Traditional...
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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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AI Fatigue Hits Wall Street | Tech Pullback, OpenAI IPO Delay & Market Update
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Private video
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The Market’s Down - Now What? Biblical & Proven Wisdom For Investors
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Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings
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Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings
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Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings
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Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings
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Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan
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The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
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Meet the Team: Whitaker-Myers Wealth Managers Introduction Video
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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
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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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