Peace of Mind Starts with a Plan
There are no two financial plans alike. Working with a Certified Financial Planner™ will ensure that your financial plan is designed around your desired future.
Navigating Current Volatile Market Conditions
Investing during uncertain times can be stressful, but our qualified Whelan Financial advisers will help guide you on how to invest in volatile markets.
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 …
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. …
Why Do Happy Couples Have Healthier Finances?
We have all heard the expression, “there is more to life than money.” No one would dare disagree, but we also can’t deny that money is at the heart of much stress. It is also no secret that money stress can be devastating to a marriage. The happiest couples I meet are those who are …
Four Common Concerns About Roth IRAs
There is a list of objections commonly used against the use of a Roth. The following are answers to the most common tax concerns. Concern #1: Is it better to pay taxes now or later? Because there are many unknowns related to tax code and changes in individual earnings, there is only one good way …
Delay Social Security, Not Your Retirement
Most people think that they can’t retire until they take Social Security. So, when I advise them to delay their Social Security benefit until age 67 (and most often until age 70), all they hear me saying is, “YOU HAVE TO WORK LONGER!” Not True! The age when you take Social Security and the age …
Finance Essentials: Personal Budget Basics
You cannot take control of your financial life if you don’t know two basic things: (1) how much money is coming in, and (2) how much money is going out. Most people operate in the dark as it relates to their finances. They often take the head-in-the-sand approach or the, cross-your-fingers and hope approach to …
How Finances Play a Role in Your Relationship
Relationships are typically divided into two financial roles: the active and the passive. To be more specific, the person who assumes the domestic financial lead by paying bills and making financial decisions and the person who takes a passive approach to the finances (“I don’t know” … “fine” … “you decide.”) Although this is typical, …