Michael Callahan

Michael J Callahan, CPA, CFP®, MST has been involved in personal financial planning, as well as both business and individual taxation for more than 15 years. Our ideas about money are formed by our life experiences. Over the years, Mike has seen those close to him make common money mistakes from not having enough life insurance, to not doing the proper estate planning. When he received an inheritance in college and started looking into how he could use it to achieve his goals, he realized that he could use those experiences to help others. He changed his major to Finance, and the rest is history.

4 min read

5 Reasons Tax Planning is Integral to Investment Planning

Taxes and investing are inextricably tied, so tax planning and investment planning should also go hand-in-hand. There are tax implications to every decision that you make about investing. Your tax planning decisions also affect how much money you’re...

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4 min read

Types of Distributions to Make Before the End of the Year

As we move into the final quarter of the calendar year, financial planners are fielding all kinds...

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Do I Need That? Insurance Answers for Young Professionals

An open road of possibilities stretches out in front of today’s young professionals. It’s exciting...

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The Impact of Aging Parents on Your Retirement Planning

Comprehensive estate planning and retirement planning can help you plan for any number of...

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Social Security and Marital Status: How it Affects Benefits

Whether you’re currently married, divorced or widowed, your marital status may affect your Social...

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What is My Full Retirement Age for Social Security Benefits? 

Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people...

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How Are Someone’s Social Security Benefits Determined?

Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit...

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When Is the Best Time To Claim Social Security Benefits?

“When should I claim Social Security?” is one of the top retirement planning questions that clients...

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Preparing for Social Security: What You Need to Know Now

About 180 million American workers are covered by Social Security, and an estimated 65 million...

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3 min read

Social Security and Taxes: What Taxpayers Should Know Today

Opening your first paycheck and being dismayed by the amount is a rite of passage for young...

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