Jeffrey Calloway Jr. - Financial Professional at Equitable Advisors

Jeffrey Calloway Jr. - Financial Professional at Equitable Advisors I also have a minor in Leadership of Organizations. I focus on providing opportunities for families and businesses to protect and achieve their financial goals.

I began my career at Equitable Advisors soon after graduating from Michigan State University with a degree in Human Capital & Society through the School of Human Resources. Ready to enter the professional world, Equitable has provided me with the tools and resources needed to succeed. I take a specialized approach while working with my clients by coaching and motivating them to reach their financi

al and life goals, as well as building a trusting two-way relationship. I find passion in helping my clients and making an impact in their lives through an individualized and strategic financial planning process. Outside of Equitable, I enjoy playing and many watching sports and spending time with friends and family.

We're likely to see tax changes coming soon, and it's important to know what to expect and how to prepare. Learn the pos...
12/08/2021

We're likely to see tax changes coming soon, and it's important to know what to expect and how to prepare. Learn the possibilities here.

United States Capitol getty With Democrats in control of both the White House and Congress, there has been considerable speculation about some of the recent legislative proposals and the potential tax impact—especially on high-net-worth individuals and families. Among the bill proposals that could...

A financial professional can help people at any age, but younger adults who establish a relationship early can benefit f...
12/08/2021

A financial professional can help people at any age, but younger adults who establish a relationship early can benefit from many years of planning and growth. Learn if your adult child could benefit.

Getty Images Time and time again we hear from people in their 60s and 70s who wished they had developed a financial plan earlier in their lives. Although there is no time machine where they can go back and engage with their younger selves, these people can often do the next best thing: encourage the...

What should you do when your aging parent clearly needs more assistance than you can provide, but you want to avoid nurs...
12/06/2021

What should you do when your aging parent clearly needs more assistance than you can provide, but you want to avoid nursing homes? Make sure you understand your options and your parent's needs before making a decision.

Your aging parent may have demanded something from you long ago: “Promise you’ll never put me in a home!” And you may have promised that. Perhaps you never thought through the implications. For elders who saw what healthcare was like before Medicare in 1965, their fears are founded in what thi...

Want to join the FIRE (Financial Independence, Retire Early) movement? It may not be as out of reach as it sounds. Espec...
12/03/2021

Want to join the FIRE (Financial Independence, Retire Early) movement? It may not be as out of reach as it sounds. Especially if you're working with a partner, you can follow these steps to gain financial independence and retire early.

Tips from the FIRE (Financial Independence, Retire Early) movement that are not as difficult as you may think. Early retirement may feel far off or

Financial struggles can happen at any age. Learn how to manage through some of the most common financial difficulties fo...
11/30/2021

Financial struggles can happen at any age. Learn how to manage through some of the most common financial difficulties for people in their twenties, thirties, forties and fifties.

Financial problems can strike at any age, whether it’s running up huge debts in your twenties, being made redundant in your thirties, or going through a punishing divorce in your forties. The good news is you can turn your fortunes around at any stage – but the earlier you tackle it the better. ...

The right amount you should have in your emergency savings fund depends on your specific needs. Read this article to lea...
11/30/2021

The right amount you should have in your emergency savings fund depends on your specific needs. Read this article to learn how to determine whether you have too much, not enough, or just the right amount in your savings.

You often hear that no matter how much you earn, it's important to sock money away in a savings account. That way, you'll have cash reserves to fall

How diverse is your retirement savings strategy? Learn how tax diversification can help you reach your retirement goals.
10/11/2021

How diverse is your retirement savings strategy? Learn how tax diversification can help you reach your retirement goals.

When you're depending on your savings to do the heavy lifting in retirement, you need to wring out as much income as you can from every dollar of savings. However, if most of your savings are in tax-deferred accounts, you'll end up sharing your windfall with Uncle Sam in the form of taxes on your re...

Knowing the difference between a 401(k) and an IRA could have big implications this tax season. Learn more about how the...
10/08/2021

Knowing the difference between a 401(k) and an IRA could have big implications this tax season. Learn more about how these accounts tax your money differently.

Financial experts recommend saving for retirement in both a 401(k) and an IRA. A 401(k) is an employer-sponsored retirement plan in which you contribute money to an investment account. An IRA is a retirement investment account held at an independent financial institution. 401(k)s and IRAs come in tw...

Saving money is very important, but WHERE you save can be just as important. Some investment vehicles have different ben...
08/09/2021

Saving money is very important, but WHERE you save can be just as important. Some investment vehicles have different benefits than others, and some may have certain restrictions that do not fit your financial plan. Click here to learn how Asset Location could strengthen your financial plan!

https://bit.ly/2VBIRUd.

Asset allocation concerns the investment types in your portfolio; asset location is about placement in different account types. Here's how to do it right.

If your children are college-bound, there are several funding sources you can access to pay for higher education. Learn ...
08/07/2021

If your children are college-bound, there are several funding sources you can access to pay for higher education. Learn which financial plan works best for you.

- Right now, summer is in full swing for many families and planning for fall may seem far away. For parents with college-bound children, however, a time for new beginnings, transitioning and planning for the future is rapidly approaching. That’s especially true for families who are still determini...

08/06/2021

Retirement Income is a commonly overlooked part of retirement and investment planning. Click here to learn how an Annuity could fit into your retirement income needs!

Whether you’re looking for income options, legacy planning tools or spousal protection, Nationwide has a range of annuity types designed to help you meet your goals for retirement.

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201 W Big Beaver Road #300
Troy, MI
48084

Telephone

+12486412773

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