Avoiding Bad Financial Decisions

by Jerry Callahan on

Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when promptly corrected. However, there are some financial decisions that can be much harder to recover from. Here are just a few of them:

  • Spending...

Getting the most out of a 529 Savings Plan

by Jerry Callahan on

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster than wages, making it a struggle for even upper middle-class families. When factoring in the cost of tuition along with room and board,...

Planned Giving Goes Further

by Jerry Callahan on

There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into perpetuity is through planned giving. While almost any larger nonprofit organization has an active planned giving program, it may come as a surprise...

Start Saving for Retirement Today

by Jerry Callahan on

Time certainly goes by fast. One day you’re interviewing for your first job and the next thing you know you’re a few short years from applying for Social Security.

If you’ve planned for your retirement, you’ll likely have a good stash of funds saved.  But the unfortunate news is that according to...

4 Expert Tax Tips for locum tenens physicians

by Jerry Callahan on

Jerry Callahan, Managing Member of Tabula Rasa Advisors and Director at Pearce, Bevill, Leesburg, Moore, PC has given great insight for locum tenens physicians this tax season.  Special thanks to CompHealth for the interview!  #taxseason2019 #locumtenens  #wealthmanagement #birmingham



Donation Details

by Jerry Callahan on
Time to make sure you have all your donations in! Only 2 more weeks until December 31!

Top 10 Financial Terms

by Jerry Callahan on

If you don’t know the difference between asset-backed securities and securities, you may want to take a look at these common financial terms and their definitions.

Asset Backed Securities

Asset-backed securities are bonds or notes that are backed by assets such as credit card accounts receivable,...

Time to Save

by Jerry Callahan on

While some of us are spenders, others savers, most of us fall somewhere in between.  Can you account for where your cash goes, or do you frequently find yourself wondering exactly where your money goes each month? The good news is that there are a lot of things you can do to save money starting...

2018 Tax Changes You Need to Know

by Jerry Callahan on

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan. Whether you plan on doing your...