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How to Avoid the RMD Tax Trap: Protect Your Lifetime of Tax Savings
Introduction When you approach retirement, understanding Required Minimum Distributions (RMDs) becomes crucial. RMDs are the minimum amounts you must withdraw annually from your retirement accounts ...
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How to Retire by Age 60 with 5 Key Financial Strategies
Retiring by age 60 requires a strategic approach in order to have a successful retirement. Here are some key lessons you’ll learn: How to figure ...
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How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?
The answer to “How Much Can I Expect To Spend In Retirement with a $2.2 Million Portfolio?” is explored by looking at the details of ...
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When Should I Claim Social Security?
When Should I Claim Social Security? 62 vs. 67 vs. 70 When should I claim Social Security? As you approach retirement in your early 60s, ...
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Unlocking Freedom: When to Stop Saving for Retirement and Start Enjoying Life!
When to Stop Saving for Retirement is a personalized decision, and finding the right moment depends on several important factors. Here are some key learnings ...
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Enough Money to Retire – Do I Have Enough?
Understanding the need to plan for retirement is crucial as you approach your later years. It offers you comfort and security in a phase of ...
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Retirement Planning Tax Strategies
As you transition into retirement, understanding the challenges and opportunities related to tax reduction and retirement planning tax strategies is crucial. These strategies can significantly ...
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How Much Do I Need to Spend $10k/month in Retirement?
This article about “How Much Can I Expect To Spend In Retirement with a $2 Million” helps you plan for a worry-free retirement by understanding ...
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Money to Retire in Hawaii – How Much Do I Need?
A Guide to Your Dream Destination Retirement Many people dream of retiring in a beautiful location that would feel like a vacation—for the rest of ...
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What a Health Scare Can Teach You About Experts, Money, and Time
Lessons From a Health Scare: How a Financial Expert Changed His Views In May of 2022, I was diagnosed with a brain tumor. While there’s ...
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How to Find a Fiduciary Financial Advisor
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 ...
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6 Financial Steps for Women
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 ...
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Atrium Health Employee Financial Mistakes
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. ...
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Wells Fargo Employee Retirement: 5-Step Checklist
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 ...
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How to Maximize Your Atrium Health Benefits Package
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 ...
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Pay Off Mortgage Or Invest Money?
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 ...
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Cost of Long Term Care in North Carolina
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 ...
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Bank of America HSA Accounts – Are They Offered?
What is an HSA account? An HSA (Health Savings Account) is a type of savings account that you have access to if you have an ...
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Does Wells Fargo Offer a Health Savings Account (HSA)?
What is an HSA account? A Health Savings Account (HSA) is a personal savings account that works in tandem with an HSA-compatible health plan, such ...
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Everything You Need to Know About Wells Fargo Restricted Share Rights (RSR)
One of the most significant, and often confusing, elements of an employee’s benefits package is equity compensation. For Wells Fargo employees, this comes in the ...
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Bank of America Benefits Package 2024
Bank of America employs over 15,000 people in the Charlotte area.1 As a financial advisor in Charlotte—and the husband of a former Bank of America ...
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So You Just Got Promoted to Be a Wells Fargo Manager – Now What?
Landing a promotion to Wells Fargo manager is an incredibly exciting accomplishment, but it can also be overwhelming, especially if you aren’t properly trained for ...
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Tax Planning Strategies for Wells Fargo Employees
Working in the financial industry, Wells Fargo employees know better than most that planning ahead is key to making the most of their finances, but ...
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Bank of America Employees’ Financial Mistakes – Top 9 List
After years of working with Bank of America employees (and being married to a former one), I’ve seen some patterns. These patterns are certain financial ...
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The Top 10 Financial Mistakes I See Wells Fargo Employees Make
After years of working with Wells Fargo employees (and being married to one), I’ve seen some patterns—certain financial planning challenges that pop up time and ...
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How to Maximize Your Wells Fargo Benefits Package
Wells Fargo employs over 27,000 people in the Charlotte area. (1) As a financial advisor in Charlotte—and the husband of a Wells Fargo employee—I’m acutely aware ...
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Why I Became A Financial Advisor
Not many people can point back to their preschool years and say, “That’s when I knew what I was going to do with my life.” ...
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