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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 Blog
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 Blog
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 Blog
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 BlogRetirement Resource Center
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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atrium health benefits Blog
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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simple financial planning checklist 2023 Retirement Resource Center
Simple Financial Planning Checklist 2024
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 ...
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pay off mortgage Blog
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 Blog
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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2024 retirement checklist Retirement Resource Center
2025 Retirement Checklist
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, ...
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Retirement Resource Center
The Insider’s Guide to Reducing Taxes in Retirement
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 ...
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budget for travel in retirement Retirement Resource Center
Budget for Travel in Retirement
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. ...
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Bank of America
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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wells fargo offer hsa accounts Wells Fargo
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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Wells Fargo Restricted Share Rights Wells Fargo
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 Bank of America
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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wise money management Retirement Resource Center
Wise Money Management
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 ...
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divorce settlement mistakes Retirement Resource Center
Divorce Settlement Mistakes We See
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 ...
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things to do before you resign Retirement Resource Center
Things To Do Before You Resign 
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 ...
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wells fargo manager Wells Fargo
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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common divorce questions Retirement Resource Center
Common Divorce Questions  
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 ...
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Top 10 Tax Planning Strategies for Wells Fargo Employees Wells Fargo
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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Top 10 Tax Planning Strategies to Maximize Your Savings Retirement Resource Center
Top 10 Tax Planning Strategies to Maximize Your Savings
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 ...
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Bank of America
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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Financial Planning Mid-Divorce Retirement Resource Center
Financial Planning Mid-Divorce: A Case Study
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 ...
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post divorce financial checklist Retirement Resource Center
Post-Divorce Financial Checklist
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 ...
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Wells Fargo
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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Retirement Resource Center
3 Short-Term Goals to Help You Achieve Financial Security
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 ...
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Retirement Resource Center
Financial Planning and Investment: A Four-Step Guide
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 ...
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Retirement Resource Center
How to Protect Your Wealth in Uncertain Times
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 ...
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Retirement Resource Center
4 Steps for Saving and Planning for Your Kid’s Education
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 ...
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Retirement Resource Center
Here Is How You Can Plan the Right First Investment
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 ...
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Retirement Resource Center
Financial Planning Post-Divorce: A Case Study
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 ...
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Retirement Resource Center
A Millenial’s Guide to Retirement Planning in Charlotte
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 ...
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sample financial plan - pointing at graph Retirement Resource Center
A Sample Financial Plan
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 ...
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Retirement Resource Center
Financial Empowerment: How to Improve Your Finances After Divorce
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 ...
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Retirement Resource Center
5 Ways to Achieve a Better Investment Experience
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 ...
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Retirement Resource Center
Valuable Benefits of Having a Fee-Only Financial Planner
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 ...
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Retirement Resource Center
4 Essential Things to Include In Your Personal Financial Plan
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 ...
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Retirement Resource Center
3 Strategies to Continue Generating Income During Retirement
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 ...
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Retirement Planning: Challenges You May Potentially Face
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 ...
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Retirement Resource Center
Our Guide to Living Off $1 Million Dollars After Retirement
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 ...
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Retirement Resource Center
Worried About Running Out Of Money In Retirement? Schedule a Q&A Call Today
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 ...
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Retirement Resource Center
Life Insurance Planning: 5 Different Life Stages to Consider
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 ...
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Retirement Resource Center
3 Mid-Term Financial Goals You Can Set for Yourself
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. ...
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Retirement Resource Center
How Professionals Over 50 Can Reduce Taxes in North Carolina
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 ...
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Retirement Resource Center
3 Ways to Make Your Child’s College Education Happen
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 ...
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Retirement Resource Center
Reasons You Should Start Saving for Retirement in Your 20s
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 ...
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Retirement Resource Center
Weekly Market Insights: Stocks Stay Cool, Inflation Heats Up
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 ...
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Retirement Resource Center
Fee-Only Financial Advisors: How They Work
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 ...
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Retirement Resource Center
3 Reasons Why Financial Planning Is Crucial for Retirement
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 ...
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Retirement Resource Center
My Favorite Activities To Do In Charlotte, North Carolina
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 ...
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Retirement Resource Center
How Can You Start Living Your Retirement Dream Now?
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 ...
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Retirement Resource Center
What We Do And How We Can Help
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 ...
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Retirement Resource Center
Case Studies: How We’ve Helped Clients
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 ...
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Wells Fargo
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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Retirement Resource Center
My Top 5 Restaurants In Charlotte
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 ...
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Retirement Resource Center
What Are The Benefits Of Using A Fee-Only Financial Advisor?
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 ...
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Bank of AmericaRetirement Resource Center
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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Retirement Resource Center
Saving On Taxes In Retirement
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 ...
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Retirement Resource Center
When Should I Retire And How Much Do I Need For A Comfortable Retirement?
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 ...
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