The Secrets Your CalPERS Statement Doesn't Tell...
"Nobody told me that moving to Nevada would affect my healthcare coverage," Maria explains. "I had to quickly learn about out-of-state coverage options and how they differed from what I...
Who Is Andrew Whalen?
Husband. Author. Influencer. Consultant. Entrepreneur. Wealth Management Specialist.
The Story of Whalen Financial & Andrew Whalen
1975
Founded Whalen & Russo Accounting
1984
Whalen & Russo Accounting Acquires Insurance License
1985
Whalen & Russo Accounting Secures Security Licenses
1989
Whalen & Russo Accounting Achieves Certified Financial Planner Status
1995
Formation of the Whalen Group
1996
AL Whalen Joins Board of College of Southern Nevada
2002
Whalen Group Expands to California
2009
Andrew Whalen Joins Firm Creating Whalen Financial
2014
Whalen Financial Acquires IRA Financial
2021
Whalen Financial Launches RIA
2024
Whalen Financial Joins The Forbes Finance Council
2024
Andrew Whalen Launches His Groundbreaking Book, Confessions of a Wealth Manager.
Wealth Enhancement
7 Critical Insights for Evaluating Estate Plann...
The ultimate goal isn't just to create legal documents – it's to ensure your wishes are carried out effectively and your loved ones are properly cared for after you're gone....
A Golden Opportunity: Understanding the New 401...
Consider consulting with financial professionals who can help you understand how these new provisions fit into your overall retirement strategy. They can help you model different scenarios and develop a...
Wealth Protection
Market Volatility & Tariffs: What It Means for ...
Navigating these market conditions requires a steady approach and a long-term perspective. To help you navigate these times and delve deeper into strategies to potentially safeguard your investments, we've...
7 Things Most Retirees Don't Know About Their S...
These stories highlight a crucial truth: retirement planning in today's world requires more sophistication and foresight than ever before. The days of simple, one-size-fits-all retirement strategies are over. That's why...
7 Things Most Retirees Don't Know About Risk Ma...
Think of retirement risk management like flying a plane. You wouldn't want a pilot who only checks their instruments once a year, and you shouldn't want a retirement plan that...
Wealth Transfer
Healthcare Legacies: Planning for Elder Care
One often overlooked aspect of healthcare legacy planning is family communication. Open discussions about care preferences, financial resources, and responsibilities can prevent future conflicts and ensure everyone understands their role...
Handling Heir Disputes Before They Happen: A co...
When Sarah Thompson sat in her estate attorney's office, tears streaming down her face, she wasn't mourning the loss of her parents. Instead, she was grieving the destruction...
Wealth Transfer as a Family Bonding Tool: Build...
Mentorship between generations can be naturally integrated into the wealth transfer process. Older family members can share their experiences and wisdom, while younger generations bring fresh perspectives and new ideas....