Whitsell Financial Partners, LLC

06/16/2026

Property taxes too high? Here are ways to potentially lower your assessment.

For homeowners who think their property taxes are too high, there are ways to appeal.

06/15/2026

Are you thinking about 530A Accounts, also known as Trump accounts? Our new article covers the basics!

06/14/2026

Here are a few recommendations for you as you contemplate your summer reading, both for your own list and perhaps for someone you know.

06/14/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

06/13/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

06/12/2026

Do you know how to make a social impact with your investments? Read more now.

06/11/2026

More home sellers are taking listings off the market as housing conditions continue to shift.

In April, 5.8% of home listings nationwide were pulled from the market, tying December for the highest share of delistings since March 2020. Delistings were also up 3.8% from March.

Several factors may be contributing to the trend, including elevated mortgage rates, higher household costs, and softer buyer demand.

Some sellers may be choosing to wait rather than accept lower offers or longer timelines. At the same time, buyers in certain markets may have more negotiating room than they did in recent years.

Inventory has also been rising in some areas, with more listings sitting on the market for longer.

Together, these shifts point to a housing market where expectations between buyers and sellers may take time to reset.


Source:

Frustrated sellers are pulling their homes off the market at an increasingly high pace, as demand weakens and bidding wars wane.

06/11/2026

Own a life insurance policy or annuity that is many years old? You may want to consider a trade in.

1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.

06/11/2026

Traveling to Europe may look a little different this summer.

The European Union’s new Entry/Exit System is now in place for many non-EU travelers, including Americans visiting participating Schengen Area countries.

The system replaces passport stamps with a digital process that records entry and exit information. Travelers may be asked to provide passport details, fingerprints, and a facial scan when arriving.

The rules for how long visitors can stay have not changed, but the process at some airports may take longer as travelers and border officials adjust to the new system.

Larger airports and major travel hubs may experience longer wait times, especially during peak travel periods.

For anyone heading to Europe, a little extra time at the airport could help make the arrival process smoother.


Source:

Travel experts say to be prepared for potential disruptions as countries implement the new Entry/Exit System now in place across the EU and other countries.

06/10/2026

Your retirement accounts work best when coordinated like an orchestra. Discover the hierarchy of savings, investment strategies, and withdrawal approaches that may help optimize your retirement income.

Learn how to coordinate your retirement accounts like an orchestra to help maximize your retirement strategy.