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
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
Where’s Whelan Spring 2019
From Town Hall talks to sharing insights on Fox26, this year has been off to a great start! San Joaquin Valley Town Hall Speaker Series:
Where’s Whelan 12’18
Check out where Whelan Financial has been involved within the Fresno community this last quarter! Central California Women’s Conference (CCWC) Tuesday, September 25, 2018 |
Financial Aid: Don’t Assume Your Child Won’t Qualify
$250,000 in joint gross income is a substantial sum! Is it too much to qualify for need-based financial aid? Not necessarily. Is a 3.0 high
Video: Celebrating Whelan Financial’s 30th Anniversary
This marks the 30th year of Whelan Financial! Thank you for allowing us to serve you… here’s to another 30, can’t wait to see
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
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
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