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    10151 University Blvd Suite 195 Orlando, FL 32817 T: 410.657.8853 F: 877.418.1999
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Single Parent? Formalize Your Estate Intentions
Documenting your future wishes is especially important if you’re the single parent of an underage child.
Estate & Giving
Nontraditional Assets Can Complement a Diversified Portfolio
For some investors, alternative investments can help boost diversification and temper the effects of market volatility.
Markets & Investing
Read
Read
The twists and turns of Social Security
This all-important retirement income source is tricky, especially around times of transition.
Retirement & Longevity
5 Reasons Wealth Transfers Fail
Knowing these common legacy pitfalls can help your family avoid them.
Estate & Giving
Ensure Your Work Leaves a Lasting Impact [INFOGRAPHIC]
Your work ethic and the actions you take today can make a lasting impact on the lives of those around you.
Business Ownership
Read
6 Ideas for Building a Lasting Career Legacy
Making your mark through your work doesn't have to take a lifetime.
Business Ownership
View
The Building Blocks of a Family Legacy Plan [INFOGRAPHIC]
Explore a spectrum of strategies that can help you live out your family legacy.
Family & Lifestyle
Read
Retiree in Training
Practice makes perfect when it comes to retirement.
Retirement & Longevity
Post-disaster relief resources
In the wake of a natural disaster, online resources are available to help you seek federal assistance and answer your questions along the way.
Family & Lifestyle

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Callahan Wealth AdvisoryCallahan Wealth Advisory
  • 10151 University Blvd Suite 195 Orlando, FL 32817
  • T: 410.657.8853
  • F: 877.418.1999
  • Map & Directions
  • Map & Directions

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