Financial abuse is a common occurrence among elderly people. One in 10 Americans aged 60-plus has experienced elder abuse—and one of the most frequent forms of elder abuse is financial1. It is estimated that at least $36.5 billion is lost annually as a result of...
By Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Transitioning to a senior living arrangement is a considerable undertaking. Determining when, how, and where to transition, ensuring your loved one’s care, ability to age in place, social and hobby...
Jessica L. Cafferata, JD, CFP®, CDFA®, Callan Capital Estate planning is an evolving and perpetual process although not often thought of in this manner. Chances are, when you finalized your documents, you stored them securely and may not have seen your documents...
With just a few weeks left in 2021, you may be thinking about how to approach your charitable giving plan. Several tax-conscious strategies for charitable giving – including gifts of appreciated stock, qualified charitable distributions, and donor-advised funds...
The US presidential election is shaping up to be likely one of the most contentious and consequential in modern history, making its potential policy, growth and market implications top of mind. Although President Trump hasn’t released a formal plan yet, he has...
The Paycheck Protection Program (“PPP”) authorizes forgivable loans to small businesses to pay their employees during the COVID-19 crisis. The following contains recommended strategies for using those funds in compliance with the rules of the program. The...
