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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Top 10 Tax Planning Strategies for Wells Fargo Employees

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

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Top 10 Tax Planning Strategies to Maximize Your Savings

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

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bank of america employee

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

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Financial Planning Mid-Divorce

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.

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divorce transition

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

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