At Calamita Wealth Management, we specialize in providing wealth management solutions to affluent individuals over age 50 and their families. Our financial planning approach goes beyond simply reviewing finances. We take the time to understand each of our client’s lifestyles, goals, and passions so we can ensure their money is helping improve their lives. Here […]
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Wells Fargo employs over 27,000 people in the Charlotte area. (1) As a financial advisor in Charlotte—and the husband of a Wells Fargo employee—I’m acutely aware of the company’s employee benefits package and its nuances. In this article, I’ll walk you through some simple ways to optimize your benefits, so you can make sure you’re making
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The coronavirus pandemic has nearly killed the restaurant industry, with one in every four jobs lost being in food and beverage services. (1) Now, more than ever, local restaurants in Charlotte need our support to stay open and operating. Although you may not be comfortable going out to eat during COVID, there are still plenty of
My Top 5 Restaurants In Charlotte Read More »
If you are seeking out a financial advisor, you may have done a quick Google search and found that there are different subsections of advisors based on how they are compensated. So what exactly is the difference between a fee-only financial advisor, a fee-based financial advisor, and a commission-based financial advisor? As it turns out,
What Are The Benefits Of Using A Fee-Only Financial Advisor? Read More »
Not many people can point back to their preschool years and say, “That’s when I knew what I was going to do with my life.” And while I may not have been able to communicate my desire to be a financial advisor at the ripe old age of 4, that’s when my interest in finances
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When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to mind. People usually start thinking about taxes in February, and once their return is filed a month or two later, they put them completely out of mind. However, if you want to minimize your tax liability,
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One of the most common retirement questions people ask is, “When will I be ready to retire?” What many people don’t realize is that there’s a better question they should be asking, and that is, “Can I support my ideal retirement lifestyle, and for how long can I support it, with what I have saved?”
When Should I Retire And How Much Do I Need For A Comfortable Retirement? Read More »
