According to AARP, couples age 65 who retired in 2017 were estimated to pay $275,000 for health care over the course of their retirement. This is a 6% increase over 2016’s projections, and over a 70% increase since annual research began in 2002. The majority of retirees will enroll in...
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...
The employer retirement plan (commonly known as a 401k/403b) is an essential savings and investment vehicle available to many individuals today. These plans provide significant benefits to employees, such as tax deferral on employee contributions, employer matching contributions, Roth...
