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Michael Callahan: Oct 17, 2022
Taxes and investing are inextricably tied, so tax planningand 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...
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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...
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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...
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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...