Our Latest Publications & Press
Noma Nkala-Hendon, CFP®On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was ...
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity awareness, education, ...
Passwords and Usernames
Jessica Cafferata, JD, CFP®, CDFA® At Callan Capital, we are committed to cybersecurity ...
Origin of Opportunity Zones
Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, ...
At Callan Capital, we are committed to cybersecurity awareness, education, and training. It is our hope that the ...
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 ...
Online Scams and Identity Theft
Jessica Cafferata, JD, CFP®, CDFA®
At Callan Capital, we are committed to ...
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 ...
