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 the global pandemic, and although resilient Americans have adjusted and adapted, you’re likely still experiencing above-average levels of stress and life probably still looks different than it did 18 months ago.
From off-and-on quarantines, job and business uncertainty, skyrocketing inflation, remaining concern for our own health as well as those of our loved ones, and apprehension about the markets and the economy, there’s still a lot keeping us up at night. We at Calamita Wealth Management firmly believe that no matter how tough (or unpredictable) times are, one thing that shouldn’t be causing you worry is your financial goals for retirement.
Choose to Prepare Rather Than Worry
The purpose of having a financial plan is so you can experience confidence and be ready when chaos comes. Taking the intentional steps of examining your life situation, identifying your goals, and mapping out the path to achieve them brings confidence and gives you a financial future to look forward to.
If you aren’t sure if your plan is set up to withstand our current economic circumstances or you are wondering if you need to make any changes to weather this storm better, we are here to help you thrive.
Meet With Us in Person or Virtually!
This isn’t the first time you’ve experienced stress, and it won’t be the last. During these trying times, it’s vital to remember that you’re not alone. Our Calamita Wealth Management team is here to help. In fact, guiding you through this storm (and the storms to come) is our number-one priority.
Are you ready to get back to enjoying your life today rather than worrying about tomorrow? We invite you to connect with us so we can answer your questions and address your concerns about your finances, goals, asset allocation, risk, what the markets are doing—whatever is causing you stress and anxiety. To get started schedule a complimentary Q&A call using our online calendar or reach out to us at (704) 276-7325 or todd@calamitawealth.com.
About Todd
Todd Calamita is the founder and managing principal of Calamita Wealth Management, an independent, fee-only wealth management company located in Charlotte, NC, serving people locally and across the country, that focuses on providing wealth management solutions to affluent individuals over age 50 and their families. Todd has more than 20 years of experience in the financial services industry and is passionate about helping people have a better life by designing and implementing customized financial plans that bring clarity and confidence. Todd is a CERTIFIED FINANCIAL PLANNER™(CFP®) and CERTIFIED DIVORCE FINANCIAL ANALYST® (CDFA®) and holds a Bachelor of Business Administration from Ohio University and a Master of Business Administration from the Weatherhead School of Management at Case Western Reserve University. He has authored a book, Plan Smart: Conquering 10 Common Money Traps, as well as numerous articles on wide-ranging personal finance topics, from taxes to retirement accounts. He has also been featured in a Financial Boot Camp TV series as a volunteer showing people how to make smart decisions with their money. When he’s not working, you can find Todd spending time with his wife, Teresa, and their two sons, Colin and Cameron. He enjoys rock climbing, swimming, and traveling, and he has a black belt in Tang Soo Do, a Korean martial art. To learn more about Todd, connect with him on LinkedIn.
