The Biggest Mistakes Parents Make When Setting Up a Trust
For parents, nothing is more important than knowing your kids are safe—whether they’re 4 years old or 40. You can’t protect them from everything, but establishing a trust does allow you to move a […]
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How the SECURE Act 2.0 May Change Employer Retirement Plans
There’s been an overwhelming amount of news to keep up with over the last few years. So if you haven’t been tracking the progress of legislation affecting employer retirement plans (or listening to our […]
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Retirement Planning vs. Financial Planning: How They are Different, How They Work Together
There’s some understandable confusion about the difference between retirement planning and financial planning. Sometimes people might use these phrases interchangeably, not realizing that they have distinct meanings. After all, doesn’t a financial planner help […]
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Incentive Stock Options (ISOs) vs. Non-Qualified Stock Options (NSOs): Understanding Employee Stock Options
When you’re new to employee stock options, there’s a lot of — sometimes confusing — information to absorb before you can make any decisions. The difference between incentive stock options and non-qualified stock options […]
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Starting a New Business? Choosing an Entity Structure (And Other Incorporation Considerations)
Are you picturing running a modest one-person operation, or planning to build a business empire that outlives you? If it’s the former, your new business might be well suited for a sole proprietorship; if […]
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Why You’re Better off Working With a Financial Planner Than Investing Alone
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 […]
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How to Think About Employee Stock Options as Part of Your Financial Future
Many people don’t know quite how employee stock options fit in with their larger financial goals. On one hand, you might prefer to have a bigger paycheck today than be given an offer that […]
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Making Waves to Fight Cancer – Why I Swim
Sachetta Callahan was proud to sponsor Swim Across America Open Water Swim on August 14, 2021. Since 1996, Swim Across America- Boston has donated millions of dollars to beneficiaries including Dana-Farber Cancer Institute and […]
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Why Estate Tax Planning Needs to be Part of the Plan
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 haven’t done estate tax planning—or if you haven’t reviewed your estate tax […]
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Your CPA Provides Benefits Beyond Tax Preparation Services
If you only see your CPA in the spring, it’s time to rethink your approach to managing your taxes. Providing tax preparation services is just one of the ways CPAs serve their clients. Your […]
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