3 min read
Michael Callahan: Sep 09, 2021
Now that there’s an app for everything, you can change your investment portfolio in about as much time as it takes to order a pizza. It’s never been easier to invest alone—which means it’s also never been easier to make investing mistakes. Apps,...
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4 min read
Michael Callahan: Aug 17, 2021
You’ve created a solid financial roadmap, you’re saving for retirement and you’ve prepared all your estate planning documents. Great! But if you...
3 min read
Michael Callahan: Jun 23, 2021
One of the reasons that employee stock options can seem intimidating at first is that you may not have the vocabulary to talk about them. It becomes...
3 min read
Michael Callahan: Apr 09, 2021
Stock options can be a highly profitable part of your portfolio. As long as you stay with your employer and the company performs well, you may be...
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Michael Callahan: Mar 10, 2021
Bonds and bond funds may sound like slightly different versions of the same thing, but these investment options function very differently. To start,...
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Michael Callahan: Jan 22, 2021
Even if you’ve been paying taxes for decades, you’ve probably only ever encountered a fraction of the tax forms made available by the IRS. Form 8606...
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Michael Callahan: Oct 01, 2020
There are certain things you remember to do each year. You go for your annual physical, have your teeth cleaned and meet with your tax accountant....
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Michael Callahan: Apr 15, 2020
Today, Mike Callahan, CPA, CFP, MST, Director- Wealth Management at Sachetta speaks to some of the common questions investors are asking these...
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Michael Callahan: Mar 11, 2020
When people talk about retirement and retirement planning, they tend to focus on two phases: the fun first years of freedom they’ll enjoy after work...
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Michael Callahan: Feb 25, 2020
When we set financial planning goals, retirement savings and estate planning are two big priorities for many people. When it comes to retirement,...