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.
Megan Wilsey CFP®, CPA |
Monday, December 4, 2023
On December 29, 2022, the SECURE Act 2.0 (SECURE 2.0) was signed into legislation. Many provisions included in the bill will be phased into effect over the next several years. Here are some of the notable provisions for individuals...
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Amber Kodad, MBA, CFP® |
Friday, November 3, 2023
Estate planning may be one of the last things that anyone wants to think about. Not only is it difficult to contemplate our mortality, but human beings may also have a natural tendency to procrastinate. The importance of proper estate...
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Alisa Foster |
Monday, October 2, 2023
The FAFSA Simplification Act, enacted into law in 2021, is introducing changes aimed at streamlining the application process. If you or your dependent(s) are seeking federal student aid in the coming years, here are some of the changes...
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Cheryl A. Constantino, MBA, CFP ® |
Tuesday, September 5, 2023
DOES YOUR PORTFOLIO FIT YOUR RETIREMENT LIFESTYLE? Most portfolios are constructed based on an individual's investment objective, risk tolerance, and time horizon. Using these inputs and sophisticated portfolio-optimization...
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Constantino Callender Team |
Friday, August 4, 2023
As a business owner, having the freedom to call the shots and chart your own path is exciting. However, there are less glamorous aspects of running a business that often slip under the radar, such as retirement planning. While setting...
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