Jim Whittaker, Principal at GP Financial Strategies, LLC

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/3VOZevp

If it gets you thinking about your own plans, send me a message.

09/30/2026

More than 25 million young adults now live with their parents, the highest number on record. What’s going on?
Half of recent grads are moving back home after finishing school. While living with parents can have its own challenges, many of them see it as an opportunity to save—and use what they'd have spent on rent to travel, chip away at debt, or just get some breathing room before the next step.
Check out the full story here:
https://bit.ly/4AVA8v0
If this sounds like you, or someone you know, send me a message and let's talk.

09/30/2026

Life Insurance Awareness Month ends today, but the need for protection does not. Liz Fiedler’s story shows how coverage can help a family continue the life, plans, and responsibilities that were already in motion. The best time to review protection is before it is needed.

Close the month by starting a conversation that can help protect the years ahead.

09/29/2026

Some financial tasks are easy to postpone. Add a life insurance review to your annual checklist—especially after a marriage, new child, home purchase, job change, business milestone, or major income shift. A quick review can reveal whether your coverage still matches your life.

Book an annual protection review.

09/24/2026

We cannot control every event, but we can take steps to protect the people who rely on us. Mindi Johnson’s story is a powerful reminder that life insurance can help a family face the unexpected with greater financial stability.

Take the first step: review your current coverage.

09/22/2026

You cannot predict every change, but you can prepare for the financial impact. Life insurance can help create continuity for the people you care about—so housing, education, everyday expenses, and future goals do not have to change all at once.

Identify the expenses you would want protected first.

09/18/2026

Most people hope they will never need life insurance. But when the unexpected happens, it can become the safety net that helps a family keep its footing. Racquel Pleasants describes the relief of knowing that protection was there when her family needed it.

Do not wait for a crisis to find out whether your safety net is strong enough.

09/17/2026

Life insurance is not an isolated decision. It can be a foundational part of a financial strategy—helping protect the people, income and long-term goals that everything else depends on. A financial professional can help connect coverage decisions to the rest of your strategy.

Build protection into the foundation of your financial strategy.

09/16/2026

New York Life's latest Wealth Watch survey has the numbers behind that gap. 61% of Americans now have a plan, up from 58% last year. But confidence that those savings will last a lifetime dropped 21 points in the same span.
One factor that made a real difference? People working with a financial professional felt far more hopeful, prepared, and excited about retirement than those without one. Check out the full results here.

If you'd like to talk through what planning built around your specific goals could look like, just send me a message and we'll find a time to connect.

According to new research from New York Life's Wealth Watch survey, Americans seek financial stability and prioritize retirement confidence

09/15/2026

While the world has evolved over the past 250 years, these financial principles from the founding fathers still offer a playbook for building wealth today.