The Great Wealth Transfer Continues!

Chris Wholehan, President Wholehan Marketing For the last 5 years there have been numerous articles written about the “Great Wealth Transfer” that is currently underway.  In summary, this tag line refers to the $84 Trillion dollars that will be transferring from...

Don’t Forget to Protect Your Clients’ Income!

Chris Wholehan CEO/Owner As we go through the planning process with clients, the focus on their investment planning tends to take center stage.  Once we get their portfolios positioned properly and aligned with their goals and timeframes, we often use life insurance...

Is Tax Season Ever Really Over?

Chris Wholehan, President Wholehan Marketing As I write this article we are nearing the end of the typical “Tax Season” for 2025, where most filers will need to have their taxes completed by April 15.  As many advisors discussions with their clients may have been...

Too Much Cash ?

Chris Wholehan Owner/CEO Around 15 years ago I remember speaking at seminars, commenting to advisors that at that time there was over $3 Trillion dollars sitting in cash / cash equivalents (bank accounts, CD’s, etc.), which represented a huge market of opportunity to...