Craig Constantino, Financial Advisor

04/20/2026

The rules have changed for high earners making catch-up contributions to employer-sponsored retirement saving plans such as a 401(k). Understand what it means for your savings goals:

raymondjames.com

04/07/2026

Thinking ahead about intergenerational wealth? A Roth conversion can help reduce future taxes, lower RMDs and give your heirs more flexibility – especially children in higher tax brackets. Learn what to consider before converting:

raymondjames.com

11/25/2025

Contribution limits for many retirement plans are rising in 2026, reflecting inflation adjustments and ongoing SECURE Act 2.0 updates. These changes may impact plan design and participant savings opportunities.

raymondjames.com

09/05/2025

National 401(k) Day is an opportunity to reflect on your long-term financial goals. Whether you're just starting out or approaching retirement, reviewing your 401(k) strategy can help ensure you're on track for the future you envision.

07/24/2025

Following the passage of legislation dubbed the One Big Beautiful Bill Act, explore some of the key provisions and potential planning opportunities for individuals and families. Learn more:

raymondjames.com

04/04/2025

Market volatility is likely to remain as we feel the uncomfortable effects of the global tariff plan that was announced April 2.

raymondjames.com

03/25/2025

12/27/2024

The 10-year rule for IRA beneficiaries has been finalized. And whether you're an account owner or a designated beneficiary, it could affect your wealth and wealth transfer plans:

raymondjames.com

11/18/2024

Explore how DAFs can offer significant tax benefits while allowing you to support your favorite charities over time.

kiplinger.com

10/09/2024

In honor of Cybersecurity Awareness Month, elevate your cybersecurity knowledge and stay one step ahead. Delve into the complexities of common online scams and equip yourself with strategies to safeguard your digital presence.

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