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 »
A simple financial planning checklist for 2023 might just be what you need. Many people start the year with health and fitness goals. It’s less popular to think about your financial wellness than it is to focus on your body, but the truth is that financial well-being takes as much attention and energy as physical …
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 …
THE IMPORTANCE OF MANAGING TAXES IN RETIREMENT Whether retirement is fast approaching or has already arrived, you’re probably looking for ways to maximize your income flow for the future. Minimizing the tax burden of your retirement accounts is an essential element of maximizing retirement income. Your retirement assets are the key to the security, comfort and lifestyle you …
The Insider’s Guide to Reducing Taxes in Retirement Read More »
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 »
