Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of life when your regular earnings might taper off. Retirement planning is inherently complex, involving numerous variables—not just how much you’ve saved. You need to assess your financial readiness comprehensively, which […]
Enough Money to Retire – Do I Have Enough? Read More »
As you transition into retirement, understanding the challenges and opportunities related to tax reduction and retirement planning tax strategies is crucial. These strategies can significantly influence your financial security. Reducing your tax burden during these years is not just about saving money. It’s about strategically enhancing the longevity of your retirement funds. Retirement planning tax
Retirement Planning Tax Strategies Read More »
This article about “How Much Can I Expect To Spend In Retirement with a $2 Million” helps you plan for a worry-free retirement by understanding your budget needs and money sources. Here are some key points you will learn: Thinking about what you want to do when you retire. Looking at different places where money
How Much Do I Need to Spend $10k/month in Retirement? Read More »
A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of their lives! (And isn’t that what retirement should feel like?) Even if you’re not worried about having enough… not only money to retire in Hawaii, but money to retire in
Money to Retire in Hawaii – How Much Do I Need? Read More »
Lessons From a Health Scare: How a Financial Expert Changed His Views In May of 2022, I was diagnosed with a brain tumor. While there’s a happy ending to the story, there’s also a lesson—several lessons actually—that I feel like everyone can learn from. Earlier that spring, I had lost my sense of smell. A
What a Health Scare Can Teach You About Experts, Money, and Time Read More »
Calamita Wealth Management is here to provide you with all the insight on how to find a fiduciary financial advisor! What is a Fiduciary Financial Advisor? Looking for a financial advisor or a financial planner? It’s important to understand the concept of a fiduciary—and determine whether your prospective advisor is a fiduciary. A fiduciary is an
How to Find a Fiduciary Financial Advisor Read More »
After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again. As a firm, we’ve grown adept at understanding how these challenges affect Atrium Health employees and how to best address them. Look through this list of Atrium Health employee financial
Atrium Health Employee Financial Mistakes Read More »
Plan Now for a Smooth Transition into Wells Fargo Employee Retirement You’ve worked hard in your career at Wells Fargo. You are reaching Wells Fargo employee retirement. It’s time to review plans, choices, and important actions to make sure you can enjoy this phase of your life and reap all that you’ve invested. This article
Wells Fargo Employee Retirement: 5-Step Checklist Read More »
You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize your Atrium Health benefits package. Get The Full 401(k) Employer Match Offered By Your Atrium Health Benefits Each year, Atrium Health will contribute 2% of your pay to your 401(k)
How to Maximize Your Atrium Health Benefits Package Read More »
A simple financial planning checklist for 2024 might just be what you need. Many people start the year with health and fitness goals. It’s less popular to think about your financial wellness than it is to focus on your body, but the truth is that financial well-being takes as much attention and energy as physical
Simple Financial Planning Checklist 2024 Read More »
