THE IMPORTANCE OF MANAGING TAXES IN RETIREMENT Whether retirement is fast approaching or has already arrived, you’re probably looking for ways to maximize your income flow for the future. Minimizing the tax burden of your retirement accounts is an essential element of maximizing retirement income. Your retirement assets are the key to the security, comfort and lifestyle you […]
The Insider’s Guide to Reducing Taxes in Retirement Read More »
Many of us spend our lives dreaming up travel plans with the hope that one day we can make those dreams a reality in retirement. Yet, when that day comes, many retirees find themselves unprepared for the added costs associated with traveling and they never achieve the dream lifestyle they desired. Budgeting for travel in retirement
Budget for Travel in Retirement Read More »
What is an HSA account? An HSA (Health Savings Account) is a type of savings account that you have access to if you have an HSA-compatible health insurance plan, like a high deductible health plan (HDHP). If you’re a Bank of America employee, this means you will have to be enrolled in the Consumer Directed
Bank of America HSA Accounts – Are They Offered? Read More »
What is an HSA account? A Health Savings Account (HSA) is a personal savings account that works in tandem with an HSA-compatible health plan, such as a high deductible health plan (HDHP). If you work at Wells Fargo, this means you must be enrolled in the Wells Fargo HDHP to be eligible for an HSA
Does Wells Fargo Offer a Health Savings Account (HSA)? Read More »
My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it right, that there’s always some
Wise Money Management Read More »
If the “Great Resignation” has you job shopping and dreaming about what a new position would be like, you are not alone. An estimated 4.3 million people resign from their jobs in January 2022 alone, after a historic 48 million people quit throughout 2021.1 But the grass isn’t always greener on the other side… Many
Things To Do Before You Resign Read More »
Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for the position. Globoforce reports that 93% of managers need additional leadership training,1 setting both the leaders and their Wells Fargo team members up for a difficult transition. As a firm
So You Just Got Promoted to Be a Wells Fargo Manager – Now What? Read More »
Working in the financial industry, Wells Fargo employees know better than most that planning ahead is key to making the most of their finances, but they are still not immune to overpaying in taxes. That is why we pulled together tax planning strategies for Wells Fargo employees! In 2020 alone, the IRS issued over 126 million
Tax Planning Strategies for Wells Fargo Employees Read More »
In 2020, the IRS issued over 126 million refunds, accounting for 74% of all tax returns filed.1 Considering the vast majority of Americans are still overpaying in taxes, now is the time to plan ahead. At Calamita Wealth Management, we strive to ensure our clients are getting the most out of their money. We do
Top 10 Tax Planning Strategies to Maximize Your Savings Read More »
After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial planning challenges that pop up time and time again. As a firm, we have grown adept at understanding how these challenges affect Bank of America employees and how to best
Bank of America Employees’ Financial Mistakes – Top 9 List Read More »
