Calamita Wealth Management is here to provide you with all the insight on how to find a fiduciary financial advisor! What is a Fiduciary Financial Advisor? Looking for a financial advisor or a financial planner? It’s important to understand the concept of a fiduciary—and determine whether your prospective advisor is a fiduciary. A fiduciary is an …
Women seeking security and independence may have some learning to do—as well as mindset shifts to make. But it’s rewarding! This learning can all be done through our guide that dives into the 6 financial steps for women. Women live longer than men and are increasingly seeking their own financial independence, regardless of relationship status. …
After years of working with Atrium Health employees, I’ve seen some patterns. There are certain financial planning challenges that pop up time and time again. As a firm, we’ve grown adept at understanding how these challenges affect Atrium Health employees and how to best address them. Look through this list of Atrium Health employee financial …
Plan Now for a Smooth Transition into Wells Fargo Employee Retirement You’ve worked hard in your career at Wells Fargo. You are reaching Wells Fargo employee retirement. It’s time to review plans, choices, and important actions to make sure you can enjoy this phase of your life and reap all that you’ve invested. This article …
Wells Fargo Employee Retirement: 5-Step Checklist Read More »
You may have received an Atrium Health benefits package, but do you know how to maximize it? Let’s dive into learning how you can maximize your Atrium Health benefits package. Get The Full 401(k) Employer Match Offered By Your Atrium Health Benefits Each year, Atrium Health will contribute 2% of your pay to your 401(k) …
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Debating whether you should pay off mortgage or invest money? Then keep reading to come to a decision! Pay Off My Mortgage Or Invest My Money? Here’s How to Decide If you come into any kind of financial windfall—whether a raise or bonus at work, a settlement or an inheritance—you might wonder what the best …
Planning for long term care is a task most people like to avoid if at all possible. But putting it on the back burner is a mistake that can cost you and your loved ones dearly in the future. Between sorting through the type of care and level of care needed, to understanding the true …
