What’s on our mind? You can read about it in our blog. Whether it’s ideas from the industry or emerging trends, you can read about it here. And once in a while, we may throw in a movie review or some other surprise. So keep checking in. We’re glad to have you reading along.
Constantino Callender Team |
Wednesday, September 15, 2021
ASSESS LIFE INSURANCE NEEDS If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal...
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Constantino Callender Team |
Monday, April 5, 2021
BUDGET CHECK UP: TAX TIME IS THE RIGHT TIME Every year, about 140 million households file their federal tax returns.1 For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage,...
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Cheryl A. Constantino, MBA, CFP ® |
Monday, February 1, 2021
Seven age milestones that will impact your retirement planning? As you travel the savings road toward retirement and beyond, certain key dates will pop up. Some of these dates are critically important to your retirement planning...
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Barclay Callender, CPWA®, CPFA |
Tuesday, December 15, 2020
REBALANCING YOUR PORTFOLIO Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may be possible to have too much of a...
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Constantino Callender Team |
Sunday, November 15, 2020
THE A, B, C, & D OF MEDICARE BREAKING DOWN THE BASICS. Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical, as this government-sponsored program may play a role in...
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