Callens Financial Group

Callens Financial Group's mission is to deliver knowledge, guidance and experience that is practical and easy to understand. The company’s chief objective is to help clients achieve their goals by working to learn about the client’s core values, needs, and desires. Callens Financial strives to build and maintain long-term successful planning relationships based on trust, integrity and a thorough understanding of its customers.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Financial IQ Test

Take this quick quiz to find out your Financial IQ

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

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Working for Social Security

There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.

Leaving Your Job? Put an IRA to Work

The way in which you handle your retirement plan assets when leaving a company is an important decision that could affect your retirement savings considerably.

The Return of the Initial Public Offering

After a drought of initial public offerings over the past few years, the IPO market finally began to perk up in the second quarter of 2009.

Most Recoveries Are Announced Months After They Begin

Because it can take so long for the National Bureau of Economic Research to determine when a recession began or ended, people who delay financial decisions until they are certain a recession is over are at a disadvantage because they may be operating on old information.

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