Retirement Resource Center

How Professionals Over 50 Can Reduce Taxes in North Carolina

If there’s one thing you can count on to be there, it’s taxes. But depending on your situation, you may be able to reduce the amount of taxes you need to pay. North Carolina has a few programs and opportunities that, if you qualify, can significantly help you reduce the taxes you owe each year.  …

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How Can You Start Living Your Retirement Dream Now?

As financial advisors, my team and I go well beyond just the numbers when leading and providing oversight and guidance to our clients. That’s because your life is about more than just money. It’s a given that we provide top-notch planning and investment management, but if we’re not also helping to improve our clients’ lives, …

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Case Studies: How We’ve Helped Clients

At Calamita Wealth Management, we specialize in providing wealth management solutions to affluent individuals over age 50 and their families. Our financial planning approach goes beyond simply reviewing finances. We take the time to understand each of our client’s lifestyles, goals, and passions so we can ensure their money is helping improve their lives. Here …

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When Should I Retire And How Much Do I Need For A Comfortable Retirement?

One of the most common retirement questions people ask is, “When will I be ready to retire?” What many people don’t realize is that there’s a better question they should be asking, and that is, “Can I support my ideal retirement lifestyle, and for how long can I support it, with what I have saved?” …

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