Financial Planning

Home/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|

Essentials of Financial Planning, Part 3; Survivorship

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 [...]

By | 2017-06-02T17:58:53+00:00 May 25th, 2015|Financial Planning|

Essentials of Financial Planning, Part 2; Risk Management

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 [...]

By | 2017-06-02T17:58:53+00:00 May 10th, 2015|Financial Planning|

Essentials of Financial Planning, Part 1

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 [...]

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

5 Steps to Finding and Retaining the Right 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. When most investors think about how their money is managed, [...]

By | 2017-06-02T17:58:53+00:00 May 1st, 2015|Financial Planning|

Cybersecurity: What You Need to Know to Stay Safe

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 [...]

By | 2017-06-02T17:58:54+00:00 April 8th, 2015|Financial Planning|

Elements of Financial Planning: Part 1

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 [...]

By | 2017-06-02T17:58:54+00:00 February 27th, 2015|Financial Planning|

3 Critical Considerations to Ask in a Liquidity Event

A Liquidity Event Guide that covers pre, during, and post transaction.