Whalen Financial Planning

Whalen Financial Planning Fee-only financial planning. More information at whalenfinancialplanning.com Meetings are by appointment only.

Adding a new child to your family also adds expenses. Fortunately, there are ways to reduce those expenses and plan for ...
10/24/2020

Adding a new child to your family also adds expenses. Fortunately, there are ways to reduce those expenses and plan for the future. Please see the article listed below, which was written by Annie Nova for CNBC and contains tips from several financial experts, including myself, to help new parents navigate the financial side of expanding their family.

A middle-class couple can expect to spend more than $230,000 to raise a child, and that doesn't even include college costs. More advisors are helping their clients successfully navigate how to cover their children's expenses without compromising their own financial security.

At some point, many of us will either need to help a parent manage their finances or will need help ourselves. The artic...
05/26/2020

At some point, many of us will either need to help a parent manage their finances or will need help ourselves. The article linked to below which contains quotes from Patrick Whalen as well as other financial experts has information on how to start this important financial planning conversation.

As coronavirus restrictions in the U.S. go into their third month and many elderly continuing to stay inside, some may be asking their adult children to help with financial chores. Here’s a guide on how to respond.

Blended families have additional challenges when it comes to inheritance. With good planning, inheritance issues can be ...
11/22/2019

Blended families have additional challenges when it comes to inheritance. With good planning, inheritance issues can be greatly minimized. The article below from U.S. News and World Report written by Geoff Williams and containing quotes from Patrick Whalen, provides important considerations and helpful suggestions.

Factor in your children's inheritance and estate planning before you remarry.

It's becoming easier to withdraw money from your 401(k), which likely isn't a good thing. The article below from CNBC is...
10/07/2019

It's becoming easier to withdraw money from your 401(k), which likely isn't a good thing. The article below from CNBC is written by Alicia Adamczyk and contains quotes from Patrick Whalen.

The government is making it easier for investors facing an economic hardship to borrow money from their 401(k)s. But financial experts urge savers to be cautious before do so.

Reasons You Need Good Credit in Retirement Article featuring Patrick Whalen
09/30/2019

Reasons You Need Good Credit in Retirement

Article featuring Patrick Whalen

Here’s how bad credit will cost you money and opportunities during retirement.

Tips For Couples To Manage Their 401(k) PlansArticle in Forbes featuring Patrick Whalen
09/30/2019

Tips For Couples To Manage Their 401(k) Plans
Article in Forbes featuring Patrick Whalen

Why experts advise couples to make 401(k) decisions together

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