Financial Planning
If you or your clients, or their children, are considering graduate or professional school, it’s important to be aware of proposed changes to the federal Grad PLUS Loan program. These changes could significantly impact the affordability and accessibility of advanced...
Financial Planning
Diversifying Investment Portfolios A well-balanced investment portfolio is crucial for long-term financial stability. As retirement nears, adjusting asset allocations to align with risk tolerance and time horizon is key. Transitioning to conservative investments while...
Financial Planning
The 2025 tax filing season has officially begun, marking the time when millions of Americans must file their 2024 income tax returns with the Internal Revenue Service (IRS). As of January 27, 2025, the IRS is now accepting and processing tax returns, kicking off what...
Financial Planning
How Callan Capital Helps Navigate High-Net-Worth & Ultra-High-Net-Worth Families Toward Strategies to Maximize Legacy Goals Many people are catapulted into philanthropy because of a wealth event. Often, their first question is what giving vehicle to use to deploy...
Financial Planning
As 2024 wraps up, it’s time to focus on proactive financial planning strategies. Use these end-of-year financial planning tips for 2024 to optimize your financial health and set yourself up for a prosperous 2025. Maximize allowable contributions to retirement...
Financial Planning
In 2024, new rules for inheriting Individual Retirement Accounts (IRAs) have been introduced, significantly impacting how beneficiaries manage and distribute these assets. These changes are primarily aimed at closing loopholes and ensuring that retirement savings are...
