Callahan Financial Planning Opens Denver Metro Financial Advisory Office in Centennial, CO

Denver – Jun 12, 2020 – Callahan Financial Planning, a fiduciary financial planning and investment advisory company, has announced the opening of an office with financial advisors in Centennial, CO. The office is located at 6500 S Quebec St, Centennial, CO 80111 in the Denver Tech Center.

Clients will be served by a team of 4 Certified Financial Planner™ (CFP®) practitioners, a Chartered Financial Analyst (CFA®) charterholder, an IRS Enrolled Agent, and supporting staff. Read the rest of this entry »

Callahan Financial Planning’s Statement for Racial Equity

“During a time of tremendous upheaval in our society, culture, and economy, we’re also faced with a painful reminder of the racism still present here today,” said William Callahan, founder and CEO of Callahan Financial Planning Company.

Effective today, Callahan Financial Planning has announced its intention to enhance its Callahan Financial Planning Gives program by doubling the annual giving to 10% of our annual income this year. Read the rest of this entry »

Support Racial Justice with These Charities

We know many are interested in donating to causes that support justice and equality under our law, socially, and economically, and we’ve provided a list of some charities that are actively supporting contemporary needs.

Given our offices are in San Rafael, San Francisco, and Mill Valley in Northern California, in Omaha and Lincoln in Nebraska, and in the Denver metro area in Centennial Colorado, much of the charities below focus on causes local to these regions, but several national charities are listed as well. We welcome suggestions to the list as well. Read the rest of this entry »

State Income Tax Relief for Military Spouses In California

If you’re a member of the military, you understand all too well the many difficulties that come with serving your country. One of the more notable challenges is the impact of new permanent change of station (PCS) orders on you and your family. These often require you to move your entire life to a new location, sometimes with limited time to prepare.

On December 31, 2018, legislation was passed through the Veterans Benefits and Transition Act of 2018 (VBTA) creating further opportunities to ease the financial burden that may accompany PCS orders to a new state. This new legislation expanded upon previous provisions under the Military Spouse Residency Relief Act of 2009 (MSRRA) relating to state income taxes.

One of the most significant expansions of this new law was to now allow spouses of active-duty military members to assume the state of residency of the servicemember for income tax purposes without having lived in the state. Read the rest of this entry »

7 Tips for Staying Productive Right Now

This year, most people have been stressed (in time, and also cognitively and emotionally as well) more than ever before at home and work. After our busiest spring on record helping clients, we recently brainstormed the best techniques we use internally for staying on track professionally right now: Read the rest of this entry »

4 Steps for Better Emotional Health During Times of Stress

As people all across the world are working to adjust to the unprecedented events that have unfolded over the past weeks, we thought it may help to share some practices we personally follow to help ourselves remain grounded and be present in our interactions with you, our clients during such difficult times.

We as individuals and as a nation are currently dealing with two contagions: first, the coronavirus outbreak itself, and second, the emotions that come along with it. It has been commonly reported that negative emotions are just as contagious as a virus. Read the rest of this entry »

Actions We’re Taking Following Coronavirus (COVID-19)

Clients and Partners,

As we all navigate the outbreak of the Coronavirus together, I wanted to share what’s important to us, what we’ve done, and what we’re doing.

What’s Important to Us
The health and wellbeing of everyone we work with informs our decision-making. Our clients trust us with their life’s savings, but also to be a partner in their journey for so much more. We value this relationship deeply, and we also feel a great sense of responsibility to do things that support the needs of those around us.

There are parts of our population that are particularly vulnerable to this virus, and we intend to do everything in our power to prevent the spread of the virus, or slow its progression.

Simultaneously, we see our partnership with our clients as a valuable relationship, and we intend to do everything necessary to ensure we’re available and ready to help you for everything ahead, financially, emotionally, and for your health otherwise. Read the rest of this entry »

« Older Entries