Financial Planning, Personal Finance / By Whelan Financial / September 20, 2023 / 3 minutes of reading 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 …
Reasons to Consider Direct Indexing as a Financial Strategy Read More »
In the financial world there is so much to know. As CFP® Professionals we have dedicated ourselves to obtaining knowledge of investments, taxes, estate planning, insurance, and the like. At Whelan Financial, we strive to gain a deep understanding of each client to create a custom financial plan that will guide them in making sound …
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” …
Financial Planning, Personal Finance / By Whelan Financial / December 14, 2022 December 14, 2022 / 6 minutes of reading It’s that time again, the end of the year is here. While you’re making your list and checking it twice, keep these financial tips in mind to take advantage of tax benefits, find cost-effective solutions, …
Financial Planning, Personal Finance / By Whelan Financial / November 3, 2022 November 3, 2022 / 4 minutes of reading There is something special about the holidays that, for some, elicits deep feelings of philanthropy. So, it is not uncommon that at this time of year we get questions about charitable donations. But, before simply …
What you need to know about the CalSavers Retirement Savings Program: how it works, how it helps employers, how to be in compliance, how it differs from a 401K.
Misconception: “My designated beneficiaries on my IRAs and 401(k) are no longer relevant because I have had my estate planning done and I have a living trust.” Not so – don’t make this mistake. Bottom Line The beneficiary statement, whether it is for your 401(k), IRA, life insurance and so on is a will substitute. …
