Posted: March 10th, 2011 | Author: Tiffany Tarkington | Filed under: Investment Planning, Paying for Financial Advice, Retirement Planning | Tags: 2011, 401K, 403B, Convert, Employer, Financial Planner, Financial Planning, Investing, Investment Advisor, Investment Policy Statement, IPS, IRA, Omaha, Retirement, Rollover, Sales Charges and Commissions, Traditional IRA Conversion, Transfer, TSP |
This is the first in a four part series designed to help you determine the best way to proceed with your previous employer’s company retirement plans, including 401(k)s, 403(b)s and more. Part 1 | 2 | 3 | 4
What do you think about when you get a new job?
If you’re like most, you’re focused on what the new employer expects from you, learning your position, new processes and dozens of other details that come along with a new position.
This can be a very stressful time for any individual and although it’s the last thing anyone wants to think about, it’s important to remember your company retirement plan(s). These include 401(k)s, 403(b)s, SIMPLE IRAs, Thrift Savings Plans and more. If you’re not consciously thinking about your 401(k) or other employer sponsored plan it can be easy to think “I’ll get around to it later” and eventually forget about it all together. Read the rest of this entry »
Posted: October 14th, 2010 | Author: William Callahan, CFP® | Filed under: Budgeting & Saving, Callahan Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Paying for College, Paying for Financial Advice, Paying Off Debt, Retirement Planning, Small Business | Tags: About Callahan Financial Planning, Commissions, Fee-Only, Financial Adviser, Financial Advisor, Financial Planner, Investment Advisor, Nebraska, Omaha, Sales Charges and Commissions |
This is the first of a 4 part series designed to explain the ideas behind starting such a unique company and choosing Omaha to call home.
Who are we?
Callahan Financial Planning is a new, independent company based in Omaha, NE that has introduced a revolutionary way to pay for and receive finance guidance. Aware of the conflict traditional sales staff and commissions produced, we set out to build a unique financial planning model to truly create, implement and manage financial plans to your goals… free from product sales. Read the rest of this entry »