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

Whalen Financial Planning in the News 

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

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

Quoted in "7 Times When You're Smart Not to Pay Off a Mortgage Early" by Lucy Lazarony, Money Talk News, May 28, 2019