Callahan Financial Planning Adopts CFA Institute Asset Manager Code of Professional Conduct

CFA Institute Asset Manager Code

Callahan Financial Planning Company is proud to announce that the company has adopted the CFA Institute’s Asset Manager Code of Professional Conduct.

Callahan Financial Planning joins approximately 1,400 firms worldwide that have adopted this professional conduct code.

The Asset Manager Code of Professional Conduct outlines the ethical and professional responsibilities of companies that manage assets for clients. This code serves as a point of reference for investors, establishing clear policies on what investors can expect by working with a firm that has claimed compliance with the code. Read the rest of this entry »

New U.S. Tax Law – Options To Consider In The Final Days Of 2017

A sweeping new tax law has just passed in the final days of 2017. Given the swift passage of this legislation so close to year-end, taxpayers have been left with limited time to respond proactively. Nonetheless, below are some last-minute options you may have for reducing your taxes due for 2017 (for tax returns prepared in 2018 for tax year 2017). Learn more about this new, December 2017 U.S. tax law that takes effect January 1, 2018 here.

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Taking action in this final week of December, 2017 may be helpful for three reasons: 1) itemized deductions will be limited beginning in 2018, 2) tax rates are generally higher in 2017, rendering deductions more valuable in tax year 2017, and 3) ‘lumping’ itemized deductions, such as charitable contributions, together every few years may become more common under the new tax rules given the higher standard deduction and limitations to itemized deductions. Read the rest of this entry »

Equifax Data Breach – What Do I Need to Do?

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Equifax, one of the three largest U.S. consumer credit agencies, announced this month that a large data breach occurred estimated to affect 143 million Americans, or more than 57% of American adults.

This breach is believed to have included the theft of highly sensitive personal information, including Social Security numbers, names, birth dates, and addresses. 

For this reason, we have outlined some immediate and long-term actions you can take to begin protecting yourself right away.

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