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Michael Callahan: Sep 20, 2022
As we move into the final quarter of the calendar year, financial planners are fielding all kinds of tax, retirement and investment questions from clients. Just one of the many that planners might hear is, what types of distributions should I be...
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Michael Callahan: Aug 26, 2022
An open road of possibilities stretches out in front of today’s young professionals. It’s exciting to think about all the many directions your life...
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Michael Callahan: Mar 07, 2022
Comprehensive estate planning and retirement planning can help you plan for any number of possibilities in your own life. But what if your aging...
3 min read
Michael Callahan: Feb 23, 2022
Whether you’re currently married, divorced or widowed, your marital status may affect your Social Security planning in several ways. Marriage doesn’t...
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Michael Callahan: Feb 11, 2022
Full retirement age doesn’t necessarily have anything to do with when you stop working. Many people retire long before reaching their FRA, or...
4 min read
Michael Callahan: Feb 11, 2022
Can you count on at least $3,000 a month, or should you be planning on a monthly retirement benefit that’s closer to $2,000? What about your spouse’s...
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Michael Callahan: Jan 11, 2022
“When should I claim Social Security?” is one of the top retirement planning questions that clients have for their financial advisors. It’s...
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Michael Callahan: Jan 11, 2022
About 180 million American workers are covered by Social Security, and an estimated 65 million people receive Social Security benefits every month....
3 min read
Michael Callahan: Jan 05, 2022
Opening your first paycheck and being dismayed by the amount is a rite of passage for young workers. FICA taxes sure can take a big bite out of your...
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Michael Callahan: Dec 07, 2021
If you could time-travel back to mid-2011 and buy 100 bitcoin for about $1 apiece, your investment would be worth tens of millions of dollars in...