Whitlock Wealth

10/15/2026

Read the latest market insights from Ameriprise Chief Market Strategist Anthony Saglimbene.

Get more expert insights by reading the latest Weekly Market Perspectives.

10/13/2026

✨Twenty-two years of financial advice means more than experience. It means relationships built, milestones shared, and countless moments of helping clients move forward with confidence.

🙌Today, we’re celebrating Amante DeCastro and his 22-year anniversary with Ameriprise Financial!

Throughout his career, Amante has remained committed to helping clients navigate important decisions and pursue the lives they’ve worked hard to build. His dedication to those relationships and the trust he has earned along the way reflect what meaningful financial advice is all about.

Amante, congratulations on 22 years of making a difference for the clients and families you serve. We’re proud to celebrate this milestone with you! 🎉

🔗 Visit whitlockwealth.com to learn more about our team.

10/02/2026

Tax season tip 💡​

If you had significant medical or dental expenses last year, some out‑of‑pocket costs may be deductible — and could help lower your overall tax bill.​

While filing:​
✅ Gather receipts for qualifying medical visits, procedures, or treatments​
✅ Review whether expenses exceed the applicable threshold for deduction

10/01/2026

🙌What a difference a year can make.

Since joining Whitlock Wealth, Bryce King has become an integral part of how we serve our clients and support our advisors. As a Financial Planning Specialist, he has helped elevate the client experience, create greater efficiencies, and helped to strengthen our day-to-day operations.

Now fully licensed, Bryce continues to invest in his own growth while sharing what he’s learned with others. That was especially evident this summer, when he took an active role in mentoring our intern and helping him gain meaningful, hands-on experience.

Bryce, your first year has been marked by growth and a genuine commitment to helping others succeed. We’re grateful for all you’ve contributed and excited to see what year two brings. Congratulations! 🎉

🔗 Visit whitlockwealth.com to learn more about our team.

09/26/2026

🥳 Join us in wishing C Terry a very Happy Birthday!

Always ready to meet someone new, support a community event, or simply bring his enthusiasm to the conversation, C has a way of making connections wherever he goes.

✨His warmth, enthusiasm, and genuine enjoyment of building relationships have made him a wonderful addition to our team.

C, we hope you have a fantastic birthday and an equally great year ahead!

09/25/2026

Tax season reminder 📅​

You may still be able to make certain retirement contributions for last year before Tax Day — potentially lowering your taxable income and supporting long‑term goals.

09/24/2026

✨What began as a commitment to serving clients has grown into something much bigger.

For 32 years, Bennett Whitlock has built his career around helping individuals and families pursue their goals with greater clarity and confidence. The relationships he has developed and the difference he has made in the lives of his clients remain at the heart of his work.

But Bennett’s vision has always extended beyond his own practice.

👉Through longstanding community partnerships, board service, and support for local organizations, he has continually looked for ways to create a broader impact. As CEO of Whitlock Wealth, he has also invested in building a team where advisors, operations professionals, and emerging talent can grow and build meaningful careers of their own.

Bennett, congratulations on 32 years with Ameriprise Financial and a career defined not only by what you’ve achieved, but by the opportunities you continue to create for clients, colleagues, and our community. Here’s to the impact still ahead!

Happy Anniversary, Bennett! 🎉

🔗 Visit whitlockwealth.com to learn more about our team.

09/18/2026

Tax season reminder 📋​

Your charitable donations — from cash to clothing — may be deductible and could help lower your taxable income.

09/11/2026

Tax season is here — perfect timing to check in on your tax‑advantaged accounts.​

An HSA may offer:​
✅ Contributions that may be taxable​
✅ Tax-deferred growth​
✅ Tax-free withdrawals for qualified medical expenses​

An HSA can support both today’s healthcare costs— and tomorrow’s planning.

09/08/2026

🎉Today, we're recognizing David Weinstein as he celebrates 27 years with Ameriprise Financial.

For nearly three decades, David has helped clients navigate life's opportunities and challenges with thoughtful guidance and a commitment to helping them live well—both today and in the years ahead. His approach reflects something he genuinely believes: financial planning isn't just about building wealth. It's about creating opportunities to enjoy life along the way.

👉Known for his dedication to clients, passion for travel, and appreciation for life's experiences, David truly practices what he preaches.

David, congratulations on this remarkable achievement. Thank you for the relationships you've built and the positive impact you've made throughout your career.

Happy Anniversary, David! 👏✨

🔗 Visit whitlockwealth.com to learn more about our team.