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.

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Bonds vs. Bond Funds: How They Differ and Which One’s Right For You

Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start, a bond is something you can buy on your own, while investing in a bond fund (also called a bond...

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What You Need to Know About Form 8606 (and Other IRA Tax Rules)

Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of...

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Is Your Investment Strategy Working For You?

There are certain things you remember to do each year. You go for your annual physical, have your...

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Video: Investment Questions During COVID-19

Today, Mike Callahan, CPA, CFP, MST, Director- Wealth Management at Sachetta speaks to some...

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Aging Doesn’t Mean Old: Planning for the Middle Years of Retirement

When people talk about retirement and retirement planning, they tend to focus on two phases: the...

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Your Siblings Could be Your Retirement Risk

When we set financial planning goals, retirement savings and estate planning are two big priorities...

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What Questions Should You Ask Your Financial Advisor?

If financial planning isn’t your area of expertise, meeting with your financial advisor can seem a...

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Estate Planning Checklist

It’s the rare person who’s really excited to start estate planning. The process requires you to...

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Gift a Roth IRA to the Young Adult in Your Life

A teenager on the cusp of adulthood is likely thinking about where to go to college and which...

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Retirement Planning by the Decade pt 2

Your adolescence through your 40s is the time to lay the foundation for a solid financial future....

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