As we look forward to the last few months of 2019, gifting to charities is on the minds of many. When picking your charities of
Blog
End of Year Financial Checklist 2019
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
Why Term Life Insurance May be the Better Choice for Your Family
Most know life insurance is one way to help secure your family’s financial future against the unexpected loss of your income. However, determining what
Where’s Whelan: KSEE24 Bulldog Insider
Thank you KSEE24 for visiting Whelan Financial! It was an honor to be featured on the Bulldog Insider, September 22, 2019. We appreciate the opportunity
Helpful Strategies to Reduce Your RMD
Wondering how to reduce your Required Minimum Distribution (RMD), or what the penalty is for missing it? Stephen C. Detweiler, CFP® discusses some key
Portia L. White, CFP® on Health Savings Accounts
Portia L. White, CFP® talks about the benefits of what she refers to as the “Super Roth IRA” better known as the HSA. You
What You Need to Know About 529 College Plans
Stephen Detweiler, CFP®, shares insights on how to take advantage of 529 educational savings accounts when planning for your future grad! You
Where’s Whelan Summer 2019
From charity golf tournaments to celebrating Fresno’s top student athletes, the Whelan Financial team has had a great summer kick-off! Moss Adams Annual Golf Tournament
The Happiest Couples
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
Market Conditions: Bond Market Breakdown
Headline grabbing news occurred on March 22nd when yields on 3 mo. (short-term) treasury bills were quoted as higher than yields on 10 yr. (long-term)