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.

3 min read

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 friends will be invited to their 18th birthday party, not saving for retirement. So if your child or grandchild asks for a car in celebration of this...

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3 min read

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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4 min read

Retirement Planning by the Decade pt 1

As your life, career and finances evolve, so should your retirement planning strategies. This isn’t...

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3 min read

Seeing the Forest, Not the Trees When Investing

The hardest part about investing is being patient despite the day-to-day noise that comes at us...

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