Financial Planning and Investment: A Four-Step Guide
Retirement goes hand-in-hand with financial planning and investment. This is because managing and growing your money properly is key to achieving your financial goals and fulfilling your desires. Whether you prioritize exploring your interests or enjoying more time with your family after quitting work for good, here are the four
Managing Credit Post-Divorce: A Basic Guide
Going through a divorce can be one of the most difficult experiences anyone will undergo during their lifetime. With the complexities that are deeply sown into the legal separation process, seeking freedom from a union that doesn’t work is easier said than done. Whether the process takes a few months
Additional Income Streams to Secure Your Retirement
Retirement security is a serious financial matter. No one is really sure how financially stable they will be when they reach retirement age. If the goal is to retire comfortably after a life spent at work, you should start planning your retirement now. On our path towards a more secure
4 Keys to Navigating the Initial Shock of Divorce
When you and your spouse make the decision to go separate ways, your entire world may feel like it’s falling apart. Divorce isn’t an easy transition, and there are many decisions you have to make, whether it’s your finances, your home, and even your children. Divorce affects everything and everyone
4 Steps for Saving and Planning for Your Kid’s Education
Creating a financial plan is often seen as a self-indulgent act, but the act can be quite misunderstood. Sometimes, trying to attain some financial security isn’t just for that one person but also the beneficiaries and people that they love. For parents, that’s certainly their children. One of the biggest
Financial Planning Post-Divorce: A Case Study
Marriage doesn’t begin with thoughts of divorce. But it’s become an unfortunate reality for many of our clients. Not only does it disrupt the family unit, but it also wreaks havoc on financial goals and savings that may have taken decades to build. It’s a sad fact that women over
Why I’m a Life Planner and How I Help Clients at Calamita Wealth Management
Life is full of unexpected twists and turns, some good, some bad—but we can learn from them all. In my case, an unexpected, messy, and life-changing divorce rocked my world but also ignited a new passion in me to help others who are walking through similar situations. I turned my
A Millenial’s Guide to Retirement Planning in Charlotte
When you’re in your 20s or even in your 30s, you probably don’t often think so far ahead as to what it would be like for you when you reach your retirement years. With all those things that millennials like to say, like “YOLO” and “Carpe Diem,” it seems like
A Sample Financial Plan
With a world of information at our fingertips, we can find reviews, price history, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible. While