Newsroom · Media appearances
Yahoo! Finance: Joel Callagan Quoted in “5 Best Questions to Ask Your Financial Advisor in the New Year”
Wealth Enhancement Newsroom · January 16, 2025
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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