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...

Why the Market Isn’t Reacting to Middle East Tensions—and What Actually Moves the Needle With rising tensions in the Middle East, many...

What Is a Fiduciary — And Why It Matters for Your Financial Future When it comes to managing your wealth, trust is everything. But how do...

There’s no universal formula for retirement planning—but asking the right  questions can help you build a realistic and personalized...

Understanding the SECURE Act 2.0 Student Loan Provision For many young professionals, there's often a difficult choice: focus on paying...

During periods of market turmoil, it’s natural to feel uneasy. Big drops in portfolio values can trigger a very human response: the urge...

When markets are choppy and headlines feel overwhelming, many investors start wondering: Should I wait this out? Should I pull my money...