You & Your Ex-Spouse Might Never See Eye to Eye (and That’s Okay)
Navigating divorce is one of the hardest challenges in life—it may even seem debilitating at times. Between the loss of a relationship you never thought would end and the endless decisions you have to make about finances and parenting, there’s not much left to give when trying to see eye
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
Bank of America Employees’ Financial Mistakes – Top 9 List
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
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
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
How to Protect Your Wealth in Uncertain Times
Change is an inevitable part of life—whether we like it or not, whether we’re prepared or not, and whether we have something to lose or not. Unfortunately, most people don’t like it, aren’t prepared, and have a lot to lose. But, while change is inevitable, it doesn’t have to be
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