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 …
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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 …
Financial Planning, Personal Finance / By Stephen Detweiler / June 6, 2023 / 4 minutes of reading Congratulations! Your hard work has paid off. You’ve finally hit that six-figure salary. You must be asking yourself, “What do I do now?” Whether you’re looking to start a family, work hard/play hard, or just want to retire …
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 …
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.
