A comprehensive, well-constructed financial plan brings clarity and direction to financial choices clients make everyday. Through the financial planning process, specifically within the area of survivorship, clients can determine if they are able to maintain the same lifestyle that they were accustomed to while their spouse was still living. In most cases, clients want to [...]
Managing risk is a very important part of every financial plan. There are many types of risk addressed in a well-drafted plan – risk caused by stock market declines, economic instability, death, disability, loss of income and damage to assets like a car or house. These unforeseen events can have devastating financial implications to finances [...]
A customized, well- designed financial plan should be discussed at the inception of most investment advisory relationships. A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary purpose of a financial plan is [...]
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. When most investors think about how their money is managed, [...]
Click here for last minute tax tips.
Cybersecurity has never been more important for individuals, families, businesses, organizations and governments. As information technology (IT) grows, threats to networks and the costs to defend these networks have increased. Cyber threats range from the work of spiteful single hackers to coordinated security and economic espionage from foreign nations. PricewaterhouseCoopers estimated that $60 billion was [...]
We are in the heart of tax season, and most likely you are meeting with or have met with your tax professional. For many, meetings to prepare a tax return are like trips to the dentist— you want to get in and out as quickly and painlessly as possible. Thus, here are some items from [...]
A customized, well- designed financial plan is discussed at the inception of most relationships at Callan Capital. A financial plan encompasses all areas important to a significant estate including investment management, debt management, tax minimization, trust and estate planning, risk mitigation, philanthropic planning, education and financial independence. The primary role of the financial plan is [...]
Callan Capital is pleased to announce that Trevor M. Callan CIMA®, CPWA® was featured in the San Diego Daily Transcript's Trusted Advisor column for his article entitled 10b5-1 Planning for Corporate Executives. Click here to read the story.
Click here to read estate tax tips from Financial Planning magazine.