Month: November 2021
Portia L. White, CFP® Named CEO of WF
It is with great enthusiasm that I am writing to you for the first time as the CEO of Whelan Financial. Vin announced my promotion earlier this year and it is a privilege to lead my fabulous team into the next era. Over the course of my seventeen years with the firm, I have witnessed its success, I have learned from our mistakes, and I have developed a vision for the future. We have a very bright, and exciting time ahead, indeed! What we do here at WF is important! At the heart of it, what we do goes far beyond building financial projections and developing investment portfolios, rather, we bring our clients the kind of happiness you can only experience when you have peace of mind about your money and your future. When your financial footing is firmly planted you can focus on the more qualitative aspects of your life like relationships, personal development, life experiences, or a career perhaps. At the beginning of this firm’s history, Vin Whelan embedded in our company’s core values, the underlying objective, that “every client would receive our very best care and attention”. This concept, at the heart of our company culture, has
Your End-Of-The-Year Financial Checklist
End of Year Financial Checklist! Seriously? It’s almost Christmas again? Yikes! Before you go and “break the bank” this season, let’s review a few things you can do before year-end to protect both your financial present and future. 1.) Maximize Your 401(K) Contributions! This strategy is among the top priorities in almost every financial plan. The maximum for 2021 is $19,500 or $26,000 if you are over 50. Check with your 401(k) service provider to see that you are on track to maximize your contributions by year-end. 2.) Prepare for Tax Impact For those of you who do not like surprises, end of year tax planning is a must. Meeting with your CPA and having them run a preliminary projection can help prepare you for an unexpected tax burden. And, it gives you time to take advantage of tax deductions like charitable contributions, before it is too late. If you don’t have a CPA, but rather do your own taxes, I suggest using the IRS Withholding Calculator to give you an idea of whether you are likely to owe more or be entitled to a refund. I have personally found this tool to be very accurate. All you need when
Portia L. White, CFP® Named CEO of WF
It is with great enthusiasm that I am writing to you for the first time as the CEO of Whelan Financial. Vin announced my promotion earlier this year and it is a privilege to lead my fabulous team into the next era. Over the course of my seventeen years with the firm, I have witnessed its success, I have learned from our mistakes, and I have developed a vision for the future. We have a very bright, and exciting time ahead, indeed! What we do here at WF is important! At the heart of it, what we do goes far beyond building financial projections and developing investment portfolios, rather, we bring our clients the kind of happiness you can only experience when you have peace of mind about your money and your future. When your financial footing is firmly planted you can focus on the more qualitative aspects of your life like relationships, personal development, life experiences, or a career perhaps. At the beginning of this firm’s history, Vin Whelan embedded in our company’s core values, the underlying objective, that “every client would receive our very best care and attention”. This concept, at the heart of our company culture, has
Your End-Of-The-Year Financial Checklist
End of Year Financial Checklist! Seriously? It’s almost Christmas again? Yikes! Before you go and “break the bank” this season, let’s review a few things you can do before year-end to protect both your financial present and future. 1.) Maximize Your 401(K) Contributions! This strategy is among the top priorities in almost every financial plan. The maximum for 2021 is $19,500 or $26,000 if you are over 50. Check with your 401(k) service provider to see that you are on track to maximize your contributions by year-end. 2.) Prepare for Tax Impact For those of you who do not like surprises, end of year tax planning is a must. Meeting with your CPA and having them run a preliminary projection can help prepare you for an unexpected tax burden. And, it gives you time to take advantage of tax deductions like charitable contributions, before it is too late. If you don’t have a CPA, but rather do your own taxes, I suggest using the IRS Withholding Calculator to give you an idea of whether you are likely to owe more or be entitled to a refund. I have personally found this tool to be very accurate. All you need when
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