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.
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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Barclay Callender, CPWA®, CPFA |
Friday, September 25, 2020
EIGHT MISTAKES THAT CAN UPEND YOUR RETIREMENT Pursuing your retirement dreams is challenging enough without making some common, and very avoidable, mistakes. Here are eight big mistakes to steer clear of, if possible. 1. NO STRATEGY:...
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Barclay Callender, CPWA®, CPFA |
Wednesday, July 15, 2020
A LOOK AT DIVERSIFICATION Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by...
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