Cash college Estate Invest Employee Risk Retire Trust Cash college Estate Invest Employee Risk Retire Trust facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Whalen Financial Planning in the News


Quoted in "7 Things Not to Do to Stay Financially Healthy" by Penelope Wang, AARP Magazine, February/March 2024

Quoted in "The Best Money Moves to Make After a Layoff" by Lucy Lazarony, Next Avenue, February, 19 2024

Quoted in "7 Times When You're Smart Not to Pay Off a Mortgage Early" by Lucy Lazarony, Money Talk News, September 08, 2023

Quoted in "Preconception 101: How to Prepare for Pregnancy" by Dina Cheney, The Bump, August 9, 2023  

Quoted in "5 Things to Do Now to Save Money Later" by Penelope Wang, Consumer Reports, July 13, 2022 

Quoted in "What New Parents Should Know Before Tax Season" by Taylor Tepper, New York Times, October 16, 2020

Quoted in ”Here’s Some Advice Financial Advisors Offer to New Parents”  by Annie Nova, CNBC, October 16, 2020

Quoted in "How to Help Your Parents with Their Finances Amid Coronavirus" by Veronica Dagher, Wall Street Journal, May 23, 2020

Quoted in "Some Investors Panic Over the Stock Market's Free-fall, Others See a Bargain" by Suhauna Hussain and Andrew Khouri, Los Angeles Times, March 9, 2020 

Quoted in “7 Best Vanguard Funds for Retirement” by Rebecca Lake, U.S. News & World Report, January 10, 2020

Quoted in "6 Financial Considerations for Remarriage"  by Geoff Williams, U.S. News & World Report, November 18, 2019 

Quoted in "Why New Parents Need to Think About Their Tax Benefits Before Tax Season" by Taylor Tepper, The Wire Cutter, October 15, 2019

Quoted in "How to Manage Your Money After Kids, According to 15 Financial Advisors" by Matt Berical, Fatherly, October 9, 2019 

Quoted in  "It's About to Get Easier to Withdraw Money From Your 401(k)--But You Should Be Careful" by Alicia Adamczyk, CNBC, October 4, 2019

Quoted in "Tips for Couples to Manage Their 401(k) Plans" by Lucy Lazarony, Forbes, September 3, 2019

Quoted in "8 Reasons Retirees Still Need Good Credit" by Lucy Lazarony, Money Talk News, June 19, 2019