With combined advisory experience in excess of 40 years, the perspective we bring to our client relationships is based on our collective body of knowledge and capabilities. Both continue to evolve each day allowing us to add new tools and distinct opportunities which can potentially enrich the lives of those we serve.
Life is unpredictable, and just as the world continues to evolve and change, so do the needs of the businesses and families we are honored to serve. We pull from our experience, but we don’t rely on it as the way forward. In fact, the days we relish most are the ones that deliver a little known challenge that we are able to tackle and solve on behalf of our client and their family.
Dan Whittenburg, our Founder and key partner in the firm is regularly called upon to share his expertise within the financial services industry with his peers, and publically in the community he is proud to serve. He conveys his unique perspective through various mediums including articles, white papers and comprehensive presentations. You can find a sampling of Dan’s personal perspective below.
We regularly update and add to our perspective, so please check back often.
Tuesday, September 26, 2023
High Net-Worth executives and those that have been self-employed, can experience common problems in their financial planning journey. Often, they have missed opportunities in their financial planning because they haven’t planned...
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Tuesday, September 26, 2023
Growing old is simply one thing you can’t avoid. The goal is to enjoy your retirement years as you imagined after a lifetime of working. One aspect of growing old that young people may overlook is long-term care insurance and how...
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Friday, September 8, 2023
Having a solid life insurance policy in place is crucial for any adult who has assets, a business, or a steady income. While most adults know that having a life insurance policy is a vital piece in their financial puzzle, there are...
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Friday, September 8, 2023
Making informed decisions about retirement is crucial to financial independence In an era characterized by high job turnover, it is more important than ever for employees to carefully manage their retirement savings. With a significant...
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Tuesday, August 1, 2023
A student's education expenses may be reduced when a parent uses their tax-advantaged retirement account to help cover tuition and other related costs. With many students graduating with college loan debt, using a 401(k) or IRA may...
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Monday, July 31, 2023
Understanding the difference between taxable, tax-deferred, and tax-exempt accounts can improve portfolio diversification and make a difference in how much you earn over time. But investors may not fully understand how a strategy...
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Tuesday, July 11, 2023
Our 2023 investing outlook started with a theme of returning to normalcy. Considering 2022’s market volatility and the aftereffects of the pandemic, the idea of finding balance was certainly a welcomed change. It’s a theme...
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Saturday, July 1, 2023
If recent market volatility has you questioning your opportunities for financial freedom, you are not alone. Due to rising inflation, higher interest rates, a volatile stock market, and recession fears, many investors find themselves...
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Thursday, June 1, 2023
It does not matter how much money you have today; you still must know the details of what you are worth. Understanding your financial situation can help you develop a retirement plan, pay down debt, draft a comprehensive estate plan...
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Thursday, June 1, 2023
Having enough retirement income is a top concern for many Americans nearing or in retirement. Even though they may have saved consistently throughout the working years, they may be concerned that their retirement plans will succeed. A...
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Thursday, June 1, 2023
Whether you are expecting your first child or have been a parent for years, finances and building a future for your family go hand-in-hand. Luckily, there are money moves you can make now to help manage financial stress, support...
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Thursday, April 27, 2023
The thought of retiring may be intimidating for anyone—but if you own your own business, handing your "baby" to new owners might be enough to stop you in your tracks. What might you do to set your successor up for success? What...
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Thursday, April 27, 2023
You may already be aware of the importance of having enough life insurance coverage to handle financial matters that could affect your family in the event of your death. However, determining the appropriate amount of coverage for your...
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Saturday, April 1, 2023
Financial literacy refers to the skills and knowledge that allow an individual to make informed and effective decisions through their understanding of finances. Financial literacy starts by building a basic understanding of 'money...
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Saturday, April 1, 2023
In a rush to file for Social Security benefits at age 62? Many people are - but slow down and do the math first.When it comes to claiming Social Security retirement benefits, you may want to consider waiting to start benefits when...
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Friday, March 3, 2023
Ten strategies to help you take care of yourself and prepare for retirementWomen’s History Month has its origins as a national celebration in 1981 when Congress passed and authorized a resolution and requested the President to...
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Friday, March 3, 2023
This year's National Consumer Protection Week is March 5th through March 11th. It's a time to educate people about their rights as consumers and how to make informed decisions about their money. Whether it's taking a hard look at your...
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Wednesday, February 1, 2023
Whether you’re just starting your career or are planning to retire this year, it’s never too soon or too late to start preparing for your retirement. What this entails may be different from person to person, but there are a...
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Wednesday, February 1, 2023
As the year has still just begun, probably the last thing on your mind is filing your taxes in spring. But if you start assembling the necessary documents and information now, you’ll experience less stress and be in a far better...
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Tuesday, December 13, 2022
Though the New Year may bring with it a new opportunity to set and achieve financial goals, the thought of making sweeping changes to your budget and lifestyle may be overwhelming. What can you do to improve your odds of success...
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Tuesday, December 13, 2022
Change may be difficult, especially when you try to change your financial habits. The process might be easier if you take an incremental approach. Do you want to get on top of your finances this year? Are you looking for ways to...
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Tuesday, December 13, 2022
Through all the challenges, newfound opportunities, and every high and low we’ve experienced during the last couple of years, it’s no surprise why we might be striving for more balance. Whether it’s about the markets...
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Friday, November 18, 2022
For many investors, this year has been a wild ride—with interest rate increases, a crypto implosion, and whipsawing values in the major market indices. It might be tough to catch one's breath and look ahead to next year. But the...
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Tuesday, September 20, 2022
Financial planning is unique for each person; no two financial plans look the same because everyone's life and personal goals are different. Regardless of what your goals are, financial planning can help you work towards achieving them...
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Thursday, August 18, 2022
One silver lining in the current bear market is that this could be a good time to convert assets from a traditional IRA to a Roth IRA. Converted assets are subject to federal income tax in the year of conversion, which might be a...
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Wednesday, July 27, 2022
There is a common misconception that estate planning is something only the affluent need to do before they die. However, estate planning is important for everyone, regardless of income level or net worth. Planning for the disposition...
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Monday, June 13, 2022
Have you ever thought about what would happen if you or a family member were no longer able to live independently? What if your elderly parents were no longer able to drive or perform basic activities of daily living, such as bathing...
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Tuesday, August 24, 2021
Some types of shopping can be fun: holiday gifts, clothes, maybe a new car. But I’m not sure anyone has ever considered shopping for life insurance (or any kind of insurance) fun. It wouldn’t be so bad if it was just a...
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Wednesday, August 4, 2021
You have company stock. That’s great! But just like any other financial asset, how you use it makes all the difference. On one hand, this part of your benefits plan is an incentive for you to stay with your company and a reward...
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Tuesday, June 22, 2021
Whether you’re still waking up multiple times a night with your infant, or carting kids to and from activities, the day-to-day bustle as a parent keeps you busy. You have bills to pay and a retirement to save for. Maybe the...
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Thursday, May 20, 2021
Yes, there are definite perks to being a high-income earner. But if you fall into this category, you won’t be surprised to hear that you face some challenges when it comes to tax-advantaged investing strategies. Even though...
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Friday, April 16, 2021
An enjoyable and fulfilling retirement has never sounded sweeter. But before you start packing your bags for your dream vacation, make sure your retirement accounts can foot the bill—and all the bills to follow. That’s...
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Wednesday, March 31, 2021
One of the fundamental lessons we learn about handling money wisely is the principle of saving. Maybe Grandma gave us a piggy bank with the famous quote “A penny saved is a penny earned” inscribed on the side. Perhaps it...
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Monday, March 8, 2021
With a world of information at our fingertips, we can find reviews, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves...
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Tuesday, February 2, 2021
Most parents want their children to succeed financially, but they often don’t realize that building a strong financial foundation does not happen by accident; it takes intentionality. Sometimes talking to kids about money can...
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Saturday, December 19, 2020
At Whittenburg Wealth Partners, we know that it can be tough creating a financial plan for your business. However, as difficult as it may be, it is vital for any business to implement a financial plan that will not only protect small...
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Wednesday, October 28, 2020
We are now just days away from the much-anticipated 2020 presidential election. The political news cycle is still endless, but the debates are over and the candidates’ last-minute efforts to reach the American public are hitting...
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Thursday, October 22, 2020
If 2020 has taught us anything, it’s that life is unpredictable. If you start thinking about everything that could go wrong, you’ll give yourself gray hairs and a hefty dose of anxiety. That’s where life insurance can...
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Tuesday, September 22, 2020
By now it should be common sense to expect the unexpected. But to say the events of 2020 were unexpected is an understatement. No one likes unpredictability, especially when it comes to money; and because one of the major effects of...
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Thursday, August 20, 2020
This year has been a tough one, there’s no getting around it. No matter what your views are on coronavirus, I think we can all agree that it has thrown a wrench into 2020. Nobody expected this to happen. That said, this COVID-19...
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Friday, July 24, 2020
No one could have predicted that 2020 would bring with it a global pandemic, economic worries, political uncertainty, and market volatility. It sounds more like the plot of a movie than reality! While the coronavirus pandemic is at its...
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Saturday, June 13, 2020
The ability to support your children financially beyond basic needs is an incredible gift. Specifically, providing education, whether it be private school through their earlier years or higher education, can increase their...
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Wednesday, May 20, 2020
Even though women make up almost 47% of the workforce these days, (1) they face financial challenges not often faced by men. Women typically earn 85 cents of every dollar earned by men, (2) and they usually spend fewer years in the...
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Thursday, April 9, 2020
No one can deny that we are in the thick of things right now. Between a global pandemic, economic worries, and political uncertainty, it’s no surprise that we are seeing increased market volatility. All of this uncertainty may be...
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Friday, March 6, 2020
There’s nothing like a trusty 401(k) to help you prepare for retirement. But it’s not enough just to set up a retirement account. You have to contribute to it—and contribute regularly. So the question is: How well...
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Wednesday, March 4, 2020
Thinking about buying a house in Salt Lake City? If so, I wouldn’t blame you. After all, with safe cities, a great quality of life, and spectacular landscapes—who wouldn’t want to own a home here? The problem is,...
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Friday, February 28, 2020
The financial markets took a big dip early this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 800 points on Tuesday, it was down a total of 1,900 points in two days....
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Tuesday, February 11, 2020
By Austyn Whittenburg Goals are on most people’s minds this time of year. Whether you want to read more, lose a few pounds, or live with less stress, there’s something about a new year that motivates us to do something...
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Thursday, January 16, 2020
You may not want to think about it, but tax season is just around the corner. We’re coming up on the 2-year anniversary of the Tax Cuts & Jobs Act being signed into law. And now that we’ve had some time to see how the...
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Retirement is arguably the most talked-about financial topic, and rightly so. Our retirement years can span decades and require sizable assets to take care of all our needs in our non-working years. But the amount of those sizable...
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