Your finances, your future - that’s the passion behind Calamita Wealth Management. Whether you’re just starting to plan for retirement or you’re living the dream, we're here to help you reach your financial goals. You can count on us to listen and be forward thinking and accountable to your needs as well as to provide customized and innovative solutions specifically with you in mind. No off-the-shelf financial plans here. No more guessing if you’re on the right financial path. We help you create a wealth management plan for life, and refine it all along the way. We guide you in making smart choices with your money, about your future. We are your retirement planning partner. That’s our passion. It's that simple.
Our mission is to make a difference in the lives of our clients through comprehensive planning, interacting with our clients on a personal level, and providing extraordinary service.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
Here are five facts about Social Security that are important to keep in mind.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Gaining a better understanding of municipal bonds makes more sense than ever.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your capital gains tax.
This calculator demonstrates the power of compound interest.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Pundits say a lot of things about the markets. Let's see if you can keep up.
What does your home really cost?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
With alternative investments, it’s critical to sort through the complexity.