Financial Planning
As 2022 comes to a close, now is a good time to work with your CPA to review your taxes and implement any tax planning strategies before year-end. Here are some common activities to help get you started: Maximize allowable contributions to retirement accounts....
Financial Planning
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...
Financial Planning
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...
Financial Planning
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...
Financial Planning
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...
Financial Planning
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...
