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Yahoo! Finance: Joel Callagan Quoted in “5 Best Questions to Ask Your Financial Advisor in the New Year”

Joel Callagan -CFP®, NSSA®, CLTC®, CEPA®

4 minutes

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Joel Callagan, CFP®, NSSA®, CLTC®, CEPA®, Vice President, and Financial Advisor at Wealth Enhancement was quoted by Yahoo! Finance in “5 Best Questions to Ask Your Financial Advisor in the New Year.” 


"The Tax Cuts and Jobs Act significantly changed the ability to deduct charitable giving.” 


For more information, access the full article authored by Catherine Brock here.


Head shot of Joel Callagan

Joel Callagan

Vice President

Los Angeles, CA


Joel launched his career in the financial services industry in 2014. As a Financial Advisor, Joel believes in empowering clients to feel in control of their financial futures. He tailors his advice for each client with creative financial planning and expertise that will help them achieve their long-term personal and financial goals.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.