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What’s on our mind? You can read about it in our blog. Whether it’s ideas from the investment services world or concepts from the financial industry, you can read about it here. So keep checking in. We’re glad to have you reading along
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 …
Why Women Need Financial Advisors When They Get Divorced
Divorce can be a pretty daunting and stressful experience. And while things are difficult for all parties involved, women are subjected to a slew of different challenges that make it difficult to pick up the …
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 …
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 …
Our Guide to Staying Financially Sane During a Divorce
Going through a divorce will be challenging no matter what kind of relationship you have with your ex-partner. Divorce is just all-around unpleasant—every step of the process consumes so much energy, time, money, and emotions. …
