It’s hard to believe you’re entering the final year before your retirement! Soon you’ll be enjoying the freedom and extra time to travel, pursue hobbies, and spend quality time with family and friends. You’ve certainly earned this time to relax and recharge and will likely want to make the most of it. While the home …
Many of us spend our lives dreaming up travel plans with the hope that one day we can make those dreams a reality in retirement. Yet, when that day comes, many retirees find themselves unprepared for the added costs associated with traveling and they never achieve the dream lifestyle they desired. Budgeting for travel in retirement …
My clients always ask me how I manage my own money as if it’s a secret that I keep to myself. The thing about wise money management is that people often feel like no matter how much they learn about the latest techniques and trends, they’re never quite doing it right, that there’s always some …
Divorce is hard enough, but these 5 common divorce settlement mistakes can make it even harder. Here’s what you can do to avoid these common mistakes and be on your way to a brighter future. 1.) Failing to Budget for All Lifestyle Expenses (Worst Divorce Settlement Mistake) The biggest divorce settlement mistake we see is …
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 on the other side… Many …
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 this transition by providing resources …
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 of their money. We do …
Top 10 Tax Planning Strategies to Maximize Your Savings Read More »
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. The truth is, divorce affects …
Divorce can be devastating, no matter the circumstances. But it can be especially challenging if your ex-spouse was the one who handled all of the important financial decisions for the household. Having gone through this scenario myself, I’ve made it my mission to help other women navigate their post-divorce financial world; providing compassion and guidance …
When people imagine their future, some think of using their money to live their lives to the fullest. Unfortunately, others are anxious because they believe they won’t be able to afford their desired lifestyle in the future. If you are worried about your financial future, you are not alone. Whether you want to save up …
3 Short-Term Goals to Help You Achieve Financial Security Read More »
