Our Latest Publications & Press
Exchange funds provide individuals a way to diversify their concentrated low tax basis interest in a stock without ...
Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA®
College tuition, room and board, fees, books and supplies, ...
Callan Capital is thrilled to announce that we have made the San Diego Business Journal's prestigious Top 40 ...
Goal Planning
A customized, well-designed financial plan is discussed at the inception of relationships at ...
Noma Nkala-Hendon, CFP®On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was ...
Origin of Opportunity Zones
Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, ...
1031 Exchanges
A 1031 Exchange is a real estate investing tool that allows investors to swap out an investment ...
As 2022 comes to a close, now is a good time to work with your CPA to review your taxes and implement any tax ...
Financial abuse is a common occurrence among elderly people. One in 10 Americans aged 60-plus has experienced ...
By Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital
Transitioning to a senior living arrangement is a ...
Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital
Estate planning is an evolving and perpetual process ...
With just a few weeks left in 2021, you may be thinking about how to approach your charitable giving plan. Several ...