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.
Healthcare Costs in Retirement
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
How literate are you when it comes to your finances? Brush up with these five basics.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
These food myths will really put a drain on your wallet.
Taking regular, periodic withdrawals during retirement can be quite problematic.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Understanding the economy's cycles can help put current business conditions in better perspective.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares the financial impact of leasing versus buying an automobile.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Making the most of surprises is a great reason to work with us.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
It's easy to let investments accumulate like old receipts in a junk drawer.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.