2024 retirement checklist

2025 Retirement Checklist

It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra time to travel, pursue hobbies, and spend quality time with family and friends. You’ve certainly earned this time to relax and recharge and will likely want to make the most

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budget for travel in retirement

Budget for Travel in Retirement

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

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stethoscope laying on medicine white pills money 2022 08 01 04 11 38 utc 1

Bank of America HSA Accounts – Are They Offered?

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

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bank of america

Bank of America Benefits Package 2024

Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America 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

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wise money management

Wise Money Management

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

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divorce settlement mistakes

Divorce Settlement Mistakes We See

Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can do to avoid these common mistakes and be on your way to a brighter future. 1.) Failing to Budget for All Lifestyle Expenses (Worst Divorce Settlement Mistake) The biggest divorce

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things to do before you resign

Things To Do Before You Resign 

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

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wells fargo manager

So You Just Got Promoted to Be a Wells Fargo Manager – Now What?

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

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common divorce questions

Common Divorce Questions  

Going through a divorce is a life-changing event that you’re never quite prepared for. No matter how much time you spend researching and planning, it can be difficult. There are common divorce questions that will want to have the answers to. At Calamita Wealth Management, our goal is to ease

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