Saving for Education
Jennifer Ward and Jessica Cafferata, JD, CFP®, CDFA® College tuition, room and board, fees, books and supplies, meals, transportation, and medical expenses are examples of financial considerations for college and graduate school. Public and private four-year college...
Callan Capital in the San Diego Business Journal
April 24, 2023 – Callan Capital is thrilled to announce that we have made the San Diego Business Journal’s prestigious Top 40 Wealth Management Firms for 2022. We are pleased and honored to be considered among San Diego’s Top Wealth Management Firms. To view the...
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...
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...