Tax Planning Strategies for Wells Fargo Employees
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
Top 10 Tax Planning Strategies to Maximize Your Savings
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
Financial Planning Mid-Divorce: A Case Study
No one says “I do” with the expectation that one day they’ll be signing divorce papers. Regardless of how it happens, it can be shocking for any woman to experience the transition into becoming suddenly single. And for many women, divorce or widowhood presents many challenges, both emotionally and financially.
Divorce Transition – What We Do & How We Can Help
A friend told me a few months ago that listening and loving are on the same vibration level. And I immediately understood what she meant. Think about it for a minute. How often can we say we are truly heard in a day? How often do you feel understood, and what does
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
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
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
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
Financial Empowerment: How to Improve Your Finances After Divorce
Any major event in your life can result in financial changes that you need to work on. When it comes to dealing with divorce, you’re not only dealing with emotional stress, but your finances may experience some fluctuations as well. Divorce won’t only take a toll on your expendable income;