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Planning

Whitney Planning Note – CARES ACT 2020 Last Friday congress passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act...

Today’s environment has created a perfect time to organize your finances with after work or school activities limited. If you are suffering...

It is likely that most of you reading this have already read, or at least heard about, the Setting Every Community Up for Retirement. Enhancement...

Whitney & Company helps every client realize their aspirations so that they can live their best life. The firm is here to make clients’ lives easier by taking the emotion and worry out of their finances.

In our 2022 year-end letter we referenced a Buddy Holly song (Wait Till The Sun Shines Nellie) and its message – look to the future,

After a difficult 2022, both stocks and bonds got off to a strong start in the new year. Softer-than-expected data on inflation in January led

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