Kyle Whittington, CFP®

Generic guidance led two of our clients to believe they needed to work another 5 years. We told them they could retire TODAY.

Use these tips to teach your children about finance, budgeting, and money management in a way that resonates with them.

Download our 2024 financial data guide which includes information on taxes, retirement plans, Social Security, Medicare, and more.

The amount you can contribute to a SEP, SIMPLE, Traditional, and Roth Individual Retirement Account will increase in 2024.

Bank accounts and money market funds are about as close as you can get to holding actual cash, but there are important distinctions.

Required Minimum Distributions are minimum withdrawals that must be taken from retirement accounts once you reach a certain age.

There are so many different types of retirement accounts, it can be difficult to keep track. This handy guide makes it easy.

Looking for a quality wealth manager? We pulled together our list of the 5 most important qualities to consider during your search.

Bank failures can be frightening for investors, but there are protections in place to prevent you from losing your funds.