MEET YOUR TEAM HOW WE HELP LEARNING CENTER FREE DOWNLOADS GET IN TOUCH CLIENT LOGINS Here’s What We Think SEARCH CATEGORIES: COLLEGE PLANNING INSIGHTS INVESTMENT RETIREMENT FUNDING Understanding Advisor Fees... OCTOBER 12, 2021 INVESTMENT RETIREMENT FUNDING INSIGHTS Are you getting what you pay for when it comes to your financial advice? Let's discuss what goes into advisor fees... Read More Which Payment App is Right for You? JULY 11, 2021 INSIGHTS While paying online has become easier and more accessible over the years. As more and more people are embracing this type of spending, the payment options are growing... let's chat about the popular ones. Read More What is a SPAC? MARCH 25, 2021 INVESTMENT INSIGHTS If you watch the financial news, you’ve probably heard the word “SPAC” quite a bit over the last year or so. While SPACs are popular investment and trading vehicles right now, many people don’t know what they truly are. Read More Celebrity Spending & 5 Financial Snafus Anyone Can Learn From... JULY 30, 2021 INVESTMENT RETIREMENT FUNDING Creating a plan or road map for your personal finances is essential, no matter how much money you earn. This goes for both normal Americans and celebrities. A poor financial decision can lead to the same challenges for everyone... Read More Home Gain Tax Exclusion MAY 18, 2021 INVESTMENT RETIREMENT FUNDING INSIGHTS If you sell your home after a large amount of appreciation, how are you taxed? Generally, when you sell an asset, you are on the hook for a capital gain, you may be able to exclude some of this money from your taxes.... Read More Should I invest in GameStop? FEBRUARY 8, 2021 INVESTMENT INSIGHTS What is GameStop and why does everyone care? Should I consider investment? Let's deep dive... Read More PREVIOUS PAGE NEXT PAGE 1 of 4 Manistee Office 331 First Street PO Box 396 Manistee, MI 49660 Phone: (231) 723-8373 Fax: (231) 723-5588 Toll-Free: (800) 828-6655 Grand Rapids Office 1500 E Beltline SE Ste 205 Grand Rapids, MI 49506 Phone: (616)512-9229 Fax: (231) 723-5588 Securities offered through IFP Securities, LLC, dba Independent Financial Partners (IFP), member FINRA/SIPC. Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Adviser. IFP and Callesen Wealth Management are not affiliated. The information given herein is taken from sources that I FP Advisors, LLC, dba Independent Financial Partners (IFP), IFP Securities LLC, dba Independent Financial Partners (IFP), and its advisors believe to be reliable, but it is not guaranteed by us as to accuracy or completeness. This is for informational purposes only and in no event should be construed as an offer to sell or solicitation of an offer to buy any securities or products. Please consult your tax and/or legal advisor before implementing any tax and/or legal related strategies mentioned in this publication as IFP does not provide tax and/or legal advice. Opinions expressed are subject to change without notice and do not take into account the particular investment objectives, financial situation, or needs of individual investors. Powered by Twenty Over Ten