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How to Navigate the End of Social Security Benefit Maximization Strategies

Due to the passage of the Bipartisan Budget Bill of 2015, there have been changes to social security legislation and claiming strategies. Consequently, time is running out as we approach the deadlines for the File-and-Suspend claiming strategy. Social security rules can be complex, but it is important to understand them, with the help of an [...]

By | 2017-06-02T17:58:53+00:00 April 5th, 2016|Financial Planning|

Tax Tips to Discuss With Your Tax Professional

We are in the heart of tax season, and many individuals are meeting with or have met with tax professionals. Below are tips to consider to make tax time as efficient as possible, though tax strategies consistent with goals and objectives should be a proactive year-round activity. Tax planning must take into account each taxpayer's [...]

By | 2017-06-02T17:58:53+00:00 March 24th, 2016|Financial Planning|

Benefits of Working With a Family Office

As family wealth grows, concerns over capital preservation and upholding the family legacy become increasingly important, causing affluent families to consider working with a family office.  A family office brings together a select group of advisors to coordinate all aspects of a family's affairs. This includes but is not limited to wealth management, charitable giving, [...]

By | 2017-06-02T17:58:53+00:00 January 21st, 2016|Financial Planning|

Year End Tax Tips

As 2015 comes to a close, we are actively discussing the following tax tips with our clients. Year-end tax planning must take into account each taxpayer's unique situation and goals. Please consult with your tax adviser to devise a tax-saving plan that most effectively meets your needs and takes into account the latest tax rules. [...]

By | 2017-06-02T17:58:53+00:00 December 15th, 2015|Financial Planning|

Psychology of Investing

During the last month, investors experienced unsettling volatility in the financial markets.  The onset of a correction coupled with constant media coverage is difficult even for the most experienced and sophisticated investors to navigate. To put things in perspective, it is important to clarify the difference between a bear market and a correction in a bull [...]

By | 2017-06-02T17:58:53+00:00 November 4th, 2015|Financial Planning|

Age-based Tips for Raising Financially Secure and Literate Kids

Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents start teaching and talking to their kids about money, the more comfortable kids will be with these concepts. Unfortunately, most schools do not include financial education as part of their curriculum. In fact, a [...]

By | 2017-10-02T17:34:14+00:00 October 5th, 2015|Financial Planning|

Tips for Finding and Retaining an Advisor

Have you been through a financial event like a divorce, IPO, sale of a business, or inheritance? Chances are, these emotionally-charged circumstances have left you feeling like you need a roadmap for your financial future, or the help of a financial advisor or advisory firm. Investors value communication, trust and performance. With this in mind, [...]

By | 2017-06-02T17:58:53+00:00 September 26th, 2015|Financial Planning|

Executive Benefit Planning

Corporate executives face many unique wealth management challenges and opportunities. Along with running a successful company and answering to shareholders and a board of directors, they also have complex earnings packages, concentrated stock positions and a high likelihood of liquidity events – which can be difficult to navigate. Managing these items is increasingly difficult within [...]

By | 2017-06-02T17:58:53+00:00 September 3rd, 2015|Financial Planning|

Summer Travel Series, Part 3: Five Bucket List Trips

Everyone has a bucket list, whether it resides in your mind not fully conceptualized or actually written on paper. Here are 5 life-changing trips to consider – compiled from Callan Capital employee experiences and well known travel publications like Frommers and Conde Nast. Machu Picchu The Inca Trail footpath is an ancient Andean passage leading [...]

By | 2017-06-02T17:58:53+00:00 July 14th, 2015|Financial Planning, Life at Callan|

Summer Travel Series, Part 1: Financial Planning Travel Tips

Summer is officially in full swing; whether planning a summer trip with friends or family, we all want our trip to go off without a hitch. As you prepare for your summer travel, make sure your trip is both financially effective and stress free by following the 4 tips below. Be aware of currency changes [...]

By | 2017-06-02T17:58:53+00:00 June 30th, 2015|Financial Planning|