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 ...

The US presidential election is shaping up to be likely one of the most contentious and consequential in modern ...

The Paycheck Protection Program (“PPP”) authorizes forgivable loans to small businesses to pay their ...

Research shows that kids as young as 3 years old can grasp the ideas of saving and spending. The sooner parents ...

In recent years, high-tax states began to suspect a tax-dodging trend as more taxpayers changed residences while ...