Cyber Safety
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime prevention, knowledge, and...
Cyber Safety
Passwords and Usernames Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for cybercrime...
Financial Planning
Origin of Opportunity Zones Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, a music streaming site known for its dubious file sharing practices in the early 2000s, and as Facebook’s first president. Parker sought to minimize his...
Financial Planning
1031 Exchanges A 1031 Exchange is a real estate investing tool that allows investors to swap out an investment property for another and defer capital gains or losses or capital gains tax that you otherwise would have to pay at the time of sale. A further benefit is...
Cyber Safety
Online Scams and Identity Theft Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the following is helpful for you, your family, and friends as a resource for...
