Hot-button financial questions seem to come up at every social engagement! Hear what our advisors have to say in the 2nd part of our
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7 Things to Consider Before Year-End
It’s almost here… 2019! Following are a few of the things that you should be considering before year end. RMD’S: For those of you who
Video: I Have Extra Money to Invest… Where Should It Go?
A scenario that everyone wants to be in… having extra money to invest! See what our CERTIFIED FINANCIAL PLANNER™ professionals recommend for your investment
Social Security: What to Look Forward to in 2019!
What’s New: For those of you currently receiving Social Security benefits, you will receive a 2.8% cost-of-living adjustment (COLA) in 2019 and it should be
California Family Business Awards
Wednesday, May 23, 2018 | CSUF Craig School of Business Whelan Financial was a Top-Ten Award Honoree at the 2018 California Family Business Awards! This
Where’s Whelan 8’18
Check out where Whelan Financial has been involved within the Fresno community this last quarter! Fresno State (FS) Football at Whelan Financial Friday, May 11,
Couples and Money
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
Video: Sorting Through Social Security Planning
Is there money in the social security trust fund? Will it be there for you when you’re ready? Find out the answers and more from
Video: Dinner Party Questions – Part 1
Hot-button financial questions come up at every social engagement! From market fluctuations to bitcoin, hear what our advisors have to say in our new
Regardless of Age, Consider a Roth
It is typical for people to turn to “common wisdom” when looking for answers to major decisions about money. But this is a mistake because