Our Latest Publications & Press
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 ...
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 ...