At McCallister Financial Group we help you to:

♦  Manage your savings and investments to create and grow your wealth

♦  Protect and preserve your life savings

♦  Create strategies to take income from your investments at retirement

For more than 18 years, McCallister Financial Group has helped individuals and families find the balance poised between growing their investments and reducing the risk of surprises in the future. 

Our typical clients include:

♦  Educators looking to reduce taxes and secure their future

♦  Single women seeking sound advice to gain greater confidence in her future

♦  People retired or planning for retirement with a 401(k), 403(b) or IRA to rollover

  Anyone looking for independent, thoughtful money advice

Latest Blog Post

By Rick McCallister on January 12, 2011 in Book Reviews

Currency Wars

For a couple of years now, I’ve enjoyed listening to James Rickards in podcast interviews.  So when his book came out, Currency Wars, I was excited to pick up a copy.  I was not disappointed – this is a great book!

Rickards splits the book into three parts.  In the first, he tells a story of some actual war games put on by the Department of Defense.  These were the first war games that the...  +Read More

 

 

 

Life Insurance

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Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Understanding the Appeal of Share Buybacks

The amount of money devoted to corporate stock buybacks surged throughout 2010 and 2011 as large companies sought ways to spend their cash stockpiles and reward shareholders. This article looks at how corporate buybacks work, why they have become more common in the current economic climate, and what they typically mean for investors.

GDP: Measuring the Economy

It's likely you've heard a lot about the gross domestic product (GDP) if you follow the news. But what is its impact on the national economy and how has the Great Recession impacted the GDP? This primer explains the numbers behind the GDP and what it ultimately tells us about the economic health of the nation.

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