The Importance of a Financial Plan
Goal Planning A customized, well-designed financial plan is discussed at the inception of relationships at Callan Capital and is critical to helping clients achieve their unique goals and objectives. A financial plan provides holistic advice that helps bring clients...
Amplify Austin 2023
Donations to the I Live Here I Give Here Amplify Fund support all participating Amplify Austin Day nonprofits. To date*, the Fund has given back more than $12 million to local nonprofits. Started in 2016, the I Live Here I Give Here Amplify Fund was established to...
SECURE Act 2.0 of 2022 – New Retirement Legislation
Noma Nkala-Hendon, CFP® On December 29, 2022, the Setting Every Community Up for Retirement (SECURE) Act 2.0 was signed into law following the SECURE Act of 2019. Below are some provisions that may impact you. RMDs The SECURE Act 2.0 increased the age at which...
Real Estate Tax Strategies: Qualified Opportunity Zones
Origin of Opportunity Zones Opportunity Zones were the brainchild of Sean Parker, who made a fortune off Napster, a music streaming site known for its dubious file sharing practices in the early 2000s, and as Facebook’s first president. Parker sought to minimize his...