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


Maximizing Your 401(k): How Much Should You Contribute?
Maximizing Your 401(k): How Much Should You Contribute? One of the most common financial planning questions is: How much should I...


Investment Account Options for Minors
At Whitener Capital Management, we believe in helping families plan for their children’s financial future. One way to do this is by...

The Importance of Portfolio Longevity in Financial Planning
In the ever-evolving world of finance, one principle remains constant: the importance of portfolio longevity. As investors, our primary...

Roth Conversions: Is a Roth Conversion the Right Move for You?
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...

5 Essential Estate Planning Tips: Protecting Your Legacy & Your Loved Ones
Estate planning is a critical aspect of managing your financial future and ensuring your loved ones are taken care of. Proper estate...

Maximizing Your Retirement Savings: A Guide for the Self-Employed
Maximizing Your Retirement Savings: A Guide for the Self-Employed As a self-employed individual, planning for retirement can seem like a...

Maximizing Your Social Security Benefits
As part of a retirement plan, Social Security stands as a cornerstone for many individuals. Understanding how to maximize these benefits...

5 Benefits of Saving Early and the Power of Compounding Returns
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...
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