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.
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CBS: Dustin Smith Featured in “It’s the Toughest Topic for Parents To Talk About With Kids. Tips for Talking About Money.”
Forbes
Best S&P 500 Funds for 2025
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