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.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
The year’s end is the perfect time to do these 12 things.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Four vacation destinations you might never have thought of.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator helps estimate your federal estate tax liability.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Here is a quick history of the Federal Reserve and an overview of what it does.
What are your options for investing in emerging markets?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Learn how to harness the power of compound interest for your investments.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
There’s an alarming difference between perception and reality for current and future retirees.