free retirement assessment tools

11 Free Retirement Assessment Tools for 2025 to Maximize Your Future

Planning for retirement in 2025 demands up-to-date information and reliable tools. The right free retirement assessment software can clarify your next steps and help you gain confidence in your future plans. Individuals over 50—especially those with significant retirement savings—often face complex questions about income, investments, and taxes. Fortunately, a range of no-cost, online calculators and

11 Free Retirement Assessment Tools for 2025 to Maximize Your Future Read More »

living your retirement dream now

Living Your Retirement Dream Now: Start Today, Not at 65

Recent studies reveal a startling truth: only 5% of current retirees say they’re actually “living the dream,” while 19% describe retirement as a nightmare. These sobering statistics highlight why waiting until traditional retirement age to pursue your dreams might be the biggest financial planning mistake you can make. At Calamita Wealth Management, we believe in

Living Your Retirement Dream Now: Start Today, Not at 65 Read More »

financial advisor for divorce

Why Women Need Financial Advisors When They Get Divorced

Divorce can be a pretty daunting and stressful experience. And while things are difficult for all parties involved, women are subjected to a slew of different challenges that make it difficult to pick up the pieces and start anew. This is why it’s especially concerning that 95% of women do not utilize a financial advisor

Why Women Need Financial Advisors When They Get Divorced Read More »

choosing financial advisor guide

Choosing Financial Advisor Guide: 6 Steps For The Best Advisor

Choosing a Financial Advisor The process of managing personal finances can present many questions. This comprehensive choosing financial advisor guide helps individuals navigate the complex decision of selecting the right financial professional for their needs.  Individuals often seek guidance on topics like Roth Conversions to make informed decisions about their financial future. For insights into

Choosing Financial Advisor Guide: 6 Steps For The Best Advisor Read More »

Wells Fargo Employee Retirement checklist

Wells Fargo Employee Retirement: 5-Step Checklist

Wells Fargo Employee Retirement Checklist: 5 Essential Steps for a Smooth Transition Planning your Wells Fargo employee retirement checklist requires careful preparation to maximize your benefits and ensure financial security. This comprehensive Wells Fargo employee retirement checklist outlines five critical steps to help you transition smoothly into your next chapter. Understanding all the Wells Fargo

Wells Fargo Employee Retirement: 5-Step Checklist Read More »

Protect Against Sequence of Return Risk

3 Proven Ways to Protect Against Sequence of Return Risk in Retirement

Protect Against Sequence of Return Risk in Retirement Retirement provides an opportunity to pursue personal interests and cherish time with family, but it also comes with unique challenges—especially when it comes to managing your investments. For a comprehensive approach to ensure your peace of mind, consider exploring our Retirement Planning strategies. One of the most

3 Proven Ways to Protect Against Sequence of Return Risk in Retirement Read More »

Retirement Planning Tax Strategies

Retirement Planning Tax Strategies

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 influence your financial security. Reducing your tax burden during these years is not just about saving money. It’s about strategically enhancing the longevity of your retirement

Retirement Planning Tax Strategies Read More »