Callesen Wealth Management

06/16/2026

Looking for a smarter way to give? Mason talks about the benefits of Qualified Charitable Distributions and how they can help turn IRA assets into meaningful, tax-smart charitable giving.

https://callesenwealth.com/blogs-and-videos/qualified-charitable-distributions-a-tax-smart-way-to-give-in-retirement

Investment advice offered through IFP Advisors, LLC, dba Independent Financial Partners (IFP), a Registered Investment Advisor. IFP and Callesen Wealth Management are not affiliated.

06/16/2026

In observance of Juneteenth, our office will be closed on Friday, June 19th. Wishing you all a happy and safe weekend!

06/15/2026

🎉⛳ FATHER'S DAY GIVEAWAY ⛳🎉

Treat Dad to a great day on the course!

✅ 2 Rounds of 9 Holes for 2 Players at Manistee National Golf & Resort
✅ Callesen Wealth Management Divot Tool & Tees

To enter:
- Like this post
- Follow our page
- Comment your favorite Dad Joke below!

The winner will be randomly selected this Wednesday the 17th, so they can stop by our office on Thursday the 18th to claim their prize!

Good luck, and let's hear those best (or worst) dad jokes! 😆

06/15/2026

Looking for summer fun? ☀️🎶 Dune Jam is almost here, and we’re so excited to help support the future Manistee Amphitheater.

11 days and counting....

Eagle 101.5 ManisteeMichigan Rocks Radio ShowCity of ManisteeManistee TourismManistee Area Chamber of CommerceManistee County Community Foundation

06/15/2026

The 4% rule is one of the most quoted guidelines in retirement planning — and one of the most misunderstood. Knowing how to use it correctly makes a real difference.

06/12/2026

Whether it's a big investment, a home purchase, or an early retirement, good financial decisions start with the right questions — before you commit.

06/11/2026

Cheers to 4 incredible years, Mason! 🎉 Your dedication to helping clients build confidence in their financial futures, combined with your passion for serving others, makes a lasting impact every day. We are so happy to have you as part of the team!

06/10/2026

Business owners spend years building something valuable. Exit planning is how you make sure that value actually transfers into personal financial security when the time comes.

06/08/2026

We are beyond grateful to see Natalie thriving and making memories like this. We can't wait to watch her throw out the first pitch! ⚾️

Detroit Tigers invite girl recovering from aplastic anemia to throw first pitch
Click the link in the comments 👇️

06/08/2026

Index funds are one of the most widely used investment tools — but surprisingly few investors can clearly explain how they work. Understanding the mechanics makes it easier to use them well.