In the realm of personal finance, one of the most valuable pieces of advice you'll ever receive is to start saving early. It's a simple...

What are 529s? 529 plans are tax advantaged savings plans designed to help pay for educational expenses from kindergarten through graduate school. These plans are sponsored and run by the 50 states and the rules and fees differ by state. The funds in a 529 grow on a tax-deferred basis and are tax penalty free when withdrawn and used for qualified expenses. Who can open 529s? Anyone can open a 529 account, but they are typically established by parents or grandparents on be

As we embark on a new year, it's the perfect time to reflect on the twists and turns of the previous year and ensure that our retirement...

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...

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 Management, Inc. proudly welcomes Mackenzie Thompson, a Rocky Mount native, to our team as an Investment Advisor. Mackenzie joined our team as a Client Service Associate earlier this year and has recently earned her Registered Investment Advisor license. Whitener Capital Management, Inc. (founded in 1987) is an independent SEC-Registered Investment Advisory firm located in Rocky Mount, NC, with assets in excess of $370 million. As a fiduciary, Whitener Capita

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

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

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