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

Estate Planning Checklist

It’s the rare person who’s really excited to start estate planning. The process requires you to think about and talk about what you want to happen at the end of your life, which a lot of us naturally find difficult to do. It’s worth the discomfort...

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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...

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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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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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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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