Retirement Resource Center

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.  […]

The idea of entering college has always been an exciting venture. The joy is tenfold when it comes to your child, however, especially since you’re dedicated to making their dream life happen. College is certainly a stepping stone towards the right direction, but every good thing comes at a price. Paying for higher education can

Many people in their 20s think that, during this time, it’s best to focus on your career and enjoy life. There’s a semblance of truth to this statement, but another thing that you should focus on is saving up for your retirement.  Retirement seems pretty far off in your twenties, and right now, it may

Stocks ended the week mixed as investors appeared to shrug off a hotter-than-expected inflation report. The Dow Jones Industrial Average slipped 0.80%, while the Standard & Poor’s 500 advanced 0.41%. The Nasdaq Composite index led, tacking on 1.85%. The MSCI EAFE index, which tracks developed overseas stock markets, rose 0.31%.1,2,3 Another Quiet Week The market

When looking for financial advisors, you may run into what is known as a fee-only financial advisor. As you might have guessed, such financial advisors only charge the fees for their services. On the other hand, fee-based or commission-based advisors charge a fee and a commission on top of that.  There are pros and cons

Many people imagine retirement as the stage when they can enjoy their lives to the fullest. They now have all the time in the world to rekindle their hopes, try new hobbies, and achieve their unfulfilled dreams. However, they need sufficient funds to do all those things, so you need financial planning. To help you

There is so much to love about living in Charlotte, North Carolina. When I sat down to write this article, I had a hard time choosing only a few activities to include, but ultimately I landed on the following seven locations my family and I have enjoyed together over the years.  If you’re lucky enough

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,

When it comes to money, many of us believe that having lots of it is the be-all, end-all goal. And while, yes, money does make the world go round, we believe that money is a tool, not a solution; a tool to help you live your life in a way that brings not only security

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