A financial plan is more than a snapshot of your current finances—it’s a roadmap that helps you answer life’s biggest money questions...

Big Changes Ahead: What the New Tax Bill Means for Your Retirement Plan At Whitener Capital Management, we stay ahead of the curve to help you prepare—not just react—to changes in legislation that affect your financial future. One of the most significant updates to come out of Washington recently is the passage of a new tax bill that modifies the federal tax brackets, standard deduction, and certain credits, including changes that impact retirees and families. Here ’s what

At Whitener Capital , we keep a close eye on legislation that affects your retirement income — and 2025 is shaping up to bring some big...

5 Key Benefits of a Roth IRA A Roth IRA is one of the most powerful retirement savings vehicles available, offering unique advantages...

Why, Why Not, and How to Do a Roth Conversion: A Strategic Guide When planning for retirement, one of the key decisions you'll face is...

While following a solid tax planning strategy throughout the year is integral to your overall financial plan, some special considerations...