As the CEO of Whelan Financial, I am pleased to share some of the incredible improvements we’ve been working on over the past number of years. Our team has embarked on an exciting journey of transformation, particularly in the realm of technology. Our goal has always been to empower our clients and our team with the best tools so that we can provide the best service. I’m excited to tell you how we’re achieving that and more.
At Whelan Financial, we’re continually on the lookout for ways to customize our services to align with our clients’ unique financial objectives, values, and risk tolerance. We believe that Direct Indexing is a powerful solution that can do just that and more.
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.
Investing during uncertain times can be stressful, but our qualified Whelan Financial advisers will help guide you on how to invest in volatile markets.
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 …
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. …
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 …
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 …
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 …
