Step 1 of 3

33%
  • Now that you've read this...
    maybe we can help.

    Talk to a financial planner briefly about your situation to see if we can help. The initial call is free.

Author: William A. Callahan, CFA®, CFP®, RLP®

William is a Certified Financial Planner™ practitioner, a Chartered Financial Analyst charterholder, and a Registered Life Planner™. He serves as President and Chief Investment Officer at Callahan Financial Planning Company in San Francisco, Mill Valley, and San Rafael, CA, Denver, CO, and Omaha and Lincoln, NE.

Linkedin