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IRA Contribution Limits and Deadlines 2023 & 2024
We hope you are having a Happy New Year! As you are planning for the year ahead, we wanted to take a moment and remind you of the IRA...


Maximizing Your Finances: Year-End Financial Planning Tips
As 2023 draws to a close, it’s not just a time for festive celebrations and holiday cheer – it’s also a crucial time for tying up those...


Whitener Capital Welcomes Mackenzie Thompson
Whitener Capital Management, Inc. proudly welcomes Mackenzie Thompson, a Rocky Mount native, to our team as an Investment Advisor....


How to Rollover a 401k Into an IRA
Introduction: Rolling over your 401(k) into an Individual Retirement Account (IRA) is a pivotal financial decision that can have a...


October is Long-Term Care Planning Month
What is Long-Term Care Insurance? Long-Term Care (LTC) insurance policies are designed to cover the cost of services that go along side...


Working with an Investment Professional
When choosing an investment professional, the value you receive is based on the quality of your relationship and their ability to meet,...


Financial Planning for Young Professionals
Your 20s are often seen as a true coming of age when financial responsibility opens up the possibility of turning your dreams into...


Retirement Plan FAQs
We get a lot of questions about investments, especially retirement plans. While everyone has different needs and goals, here are a few...


Tips for Your Young Adults Entering the Workforce
When we’re young, we have so many lessons to learn—one of the most important being how to manage our money. If your kids are starting to...
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