Callesen Wealth Management

Callesen Wealth Management Giving you the confidence you need to succeed in these volatile markets. IFP and Callesen Wealth Management are not affiliated.

For more information about our firm and how we work hard every day to serve you, please visit www.callesenwealth.com 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. Third party posts found on this site do not re

flect the views of IFP and have not been reviewed by IFP as to accuracy or completeness. Finra: www.finra.org
SEC: www.sec.gov

Cutting your daily coffee won't fund your retirement. The habits that actually build financial security are bigger, less...
07/17/2026

Cutting your daily coffee won't fund your retirement. The habits that actually build financial security are bigger, less glamorous, and worth knowing.

Traditional long-term care insurance has its drawbacks — most notably, the "use it or lose it" structure. A hybrid polic...
07/15/2026

Traditional long-term care insurance has its drawbacks — most notably, the "use it or lose it" structure. A hybrid policy solves for that. Here's the basic idea.

If your employer offers a pension, one of the biggest decisions you'll face is whether to take monthly income for life o...
07/14/2026

If your employer offers a pension, one of the biggest decisions you'll face is whether to take monthly income for life or walk away with a lump sum. There's no universal right answer — but there is a right framework.

When a company splits its stock, the headlines can make it feel like big news. But for investors, the math is simpler th...
07/10/2026

When a company splits its stock, the headlines can make it feel like big news. But for investors, the math is simpler than it sounds — and the real signal worth paying attention to is something else entirely.

A raise won't put you in a worse position. A bigger withdrawal won't ruin your tax year. Understanding how brackets actu...
07/08/2026

A raise won't put you in a worse position. A bigger withdrawal won't ruin your tax year. Understanding how brackets actually work removes a lot of unnecessary fear — and opens up smarter planning opportunities.

When everyone is buying, it feels safe to buy. When everyone is selling, it feels dangerous to stay. That instinct has c...
07/07/2026

When everyone is buying, it feels safe to buy. When everyone is selling, it feels dangerous to stay. That instinct has cost investors more than almost any other single force in the market.

Medicare provides important coverage in retirement — but assuming it covers everything can leave significant gaps in you...
07/03/2026

Medicare provides important coverage in retirement — but assuming it covers everything can leave significant gaps in your plan. Understanding what it doesn't cover is just as important as knowing what it does.

Dividends aren't free money — but they can be a meaningful part of a well-constructed portfolio when you understand what...
07/01/2026

Dividends aren't free money — but they can be a meaningful part of a well-constructed portfolio when you understand what they actually represent and how they fit your goals.

A little Natalie update! ❤️⚾️Yesterday, Natalie threw out the ceremonial first pitch at the Detroit Tigers game... and s...
06/29/2026

A little Natalie update! ❤️⚾️

Yesterday, Natalie threw out the ceremonial first pitch at the Detroit Tigers game... and she threw a strike!

What an amazing experience and such a special memory. We are so proud of you, Natalie!

Understanding where your money is held — and how it's taxed — is one of the most practical steps toward building a more ...
06/29/2026

Understanding where your money is held — and how it's taxed — is one of the most practical steps toward building a more efficient financial plan.

Address

331 First Street, PO Box 396
Manistee, MI
49660

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12317238373

Website

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