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 …
Current realities including rising inflation and interest rates may seem grim, but there are also new opportunities for cash management.
Saving for your child’s college isn’t an easy endeavor. It is increasingly expensive, which can make it challenging to cover even a portion of the total, much less the entire cost. This is why the best strategy is to start saving early. However, for those who are starting later, there are still financial planning opportunities to help support your savings goals.
There are no two financial plans alike. Working with a Certified Financial Planner™ will ensure that your financial plan is designed around your desired future.
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.
Investing during uncertain times can be stressful, but our qualified Whelan Financial advisers will help guide you on how to invest in volatile markets.
In the United States, inflation is rising at a rate that hasn’t been experienced since the early 80s. At Whelan Financial, we understand times like these can be challenging and can offer services to support long-term savings. Our experienced team of advisors recommends Series I Savings Bonds to combat inflation in the current environment.
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 you can do before year-end to protect both your financial present and future. 1.) Maximize Your 401(K) Contributions! This strategy is among the top priorities in almost every financial plan. …
