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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 ...

A simple financial planning checklist for 2024 might just be what you need. Many people start the year with health and fitness goals. It’s less ...

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, ...

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 ...

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. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

Retirement goes hand-in-hand with financial planning and investment. This is because managing and growing your money properly is key to achieving your financial goals and ...

Change is an inevitable part of life—whether we like it or not, whether we’re prepared or not, and whether we have something to lose or ...

Creating a financial plan is often seen as a self-indulgent act, but the act can be quite misunderstood. Sometimes, trying to attain some financial security ...

When you have enough money, investing is a great option to put some of your extra money to good use. However, many people are intimidated ...

Marriage doesn’t begin with thoughts of divorce. But it’s become an unfortunate reality for many of our clients. Not only does it disrupt the family ...

When you’re in your 20s or even in your 30s, you probably don’t often think so far ahead as to what it would be like ...

With a world of information at our fingertips, we can find reviews, price history, product specifications, and more details than we’ll ever need about anything ...

Any major event in your life can result in financial changes that you need to work on. When it comes to dealing with divorce, you’re ...

Like with any other venture, there are things that would be beyond your control when you invest. But the good news is, investing may still ...

You can more easily manage your financial planning if you have a financial planner. They can help you meet your long-term financial objectives by creating ...

No one knows about your financial matters as well as you do, so you better have a financial plan ready for yourself. Not only will ...

Many working professionals strive to become financially secure, retire as early as possible, and enjoy this next chapter in their life doing what they have ...

Planning for your retirement is always a daunting task because there are certain things you need to take into account. You may encounter unexpected situations ...

One million dollars is undoubtedly a whole lot of money. Hearing a game show host mention it as the grand prize, the ultimate destination of ...

Just because 2020 is behind us and COVID-19 restrictions are easing doesn’t mean our worries are over. We’re all still feeling the long-lasting effects of ...

Planning for your family can be exciting. Unfortunately, there is one risk that can instantly push aside what you have thought out for the betterment ...

While not the easiest thing to do, setting short-term, mid-term, and long-term goals is a must to ensure your financial future is safe and secure. ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

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 ...

The coronavirus pandemic has nearly killed the restaurant industry, with one in every four jobs lost being in food and beverage services. (1) Now, more than ...

If you are seeking out a financial advisor, you may have done a quick Google search and found that there are different subsections of advisors ...

When you plan for retirement and daydream about the next chapter in your life, taxes don’t always come to mind. People usually start thinking about ...

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 ...