Whelan Financial

Whelan Financial Staff
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2023 End-of-Year Financial Checklist

It’s that time of year again, so before the holiday season takes over, let’s pause to ensure that your financial well-being is on solid ground. This end-of-year financial checklist is designed to help you safeguard your financial present and fortify your financial future. Maximize 401(k) Contributions Your employer-sponsored retirement plan is perhaps one of the

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Investment Strategies in Times of Inflation

Market Conditions, Personal Finance / By Whelan Financial / May 22, 2023 / 5 minutes of reading Investors are worried about the current state of the economy—namely, the rising costs of goods on their savings. Each dollar buys less with every passing month of higher inflation, and savings are dwindling along with the “purchasing power”

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