Simplified Home Deduction, and Other Tax Considerations for Self-employed Individuals
Considering how many of us worked from home last year, the home office deduction is presumably going to help a lot of taxpayers save a little money this year. It’s one of several tax […]
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What are Stock Options, and How Do They Work?
The first time you’re offered stock options, you may have no idea what to do with them—or even how stock options work. Companies often offer stock options as part of an employee’s compensation package. […]
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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 […]
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Matching Your Life Insurance to Your Phase of Life
As your life evolves, so do your life insurance needs. There’s no one “right” kind of life insurance to buy at a certain age; we can’t tell you what kind of death benefit you […]
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Meet Dale Mitchell
Dale is an Administrative Assistant with Sachetta Callahan since 2012. How did you come to work at SC? I was working as a licenced Realtor in 2007, so as the economy and real estate […]
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Estate Planning Can Help Build Generational Wealth
You’ve probably heard the phrase, “You can’t take it with you.” And to some extent, that is true. Cash and real estate won’t be much use to you after you’ve passed. However, if you […]
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Meet Diane Fabbo
Diane has been an Administrator with the firm since 1999 and is now the Office Manager. How did you come to work at SC? I have had a couple of little jobs but I […]
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Asset Management vs. Wealth Management: What They Are, and Which One(s) You Need
If I were to ask you to define asset management vs. wealth management, the question might give you flashbacks to some particularly difficult SAT comprehension questions. They might sound like two terms that mean […]
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Meet Emily Diezemann
How did you come to work at SC? My Mom was Michael Callahan’s teacher in high school. When I was looking for an internship my freshman year of college, my mom suggested reaching out […]
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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 the tax forms made available by the IRS. Form 8606 is one that may be familiar only to […]
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