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Blog

Joshua Dobi | Jun 9, 2022

3 Reasons to Start Tax Planning This Summer!

North Main Financial Group
Financial Planning
personal finance
finances
Taxes
tax planning
tax prep
summer
We’re not suggesting that you set aside summer vacation to plan for the upcoming tax season, but there are things you can be doing now that will help you in the
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Joshua Dobi | Jun 9, 2022

Down Markets Can Bring Opportunities, Here’s What You Need to Know

North Main Financial Group
Financial Planning
Stock Market
Investing
finances
personal finance
financial opportunities
Whenever the stock market goes down, people begin to ask about opportunities. Here are some things to consider.
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Joshua Dobi | Mar 31, 2022

What Is Stagflation and Should You Be Worried?

North Main Financial Group
North Main Financial
Financial Planning
Finance
stagflation
inflation
Economy
With all the chatter about stagflation, we wanted to answer a few common questions we’re getting at North Main Financial Group.
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Joshua Dobi | Mar 31, 2022

Possible Tax Law Changes Ahead For Non-Spousal IRA Beneficiaries

North Main Financial Group
North Main Financial
Finance
Financial Planning
Taxes
IRA
IRA benficiary
Beneficiary
estate planning
Secure Act
Something that is on our radar is a potential update to the Secure Act, which would affect non-spousal beneficiaries of IRAs.
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Joshua Dobi | Mar 11, 2022

What Does an Interest Rate Hike Mean for My Finances?

North Main Financial Group
North Main Financial
Financial Planning
Financial Help
interest rate
interest rate hike
increased interest rate
Federal Reserve
Finance
You may soon be seeing the interest rate for your savings account increase, as well as a larger interest charge on your credit card bill in 2022. So, what
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Joshua Dobi | Mar 11, 2022

Are You Ready for A Financial Emergency? Here’s What to Do Now.

North Main Financial Group
North Main Financial
Financial Help
Financial Planning
Financial Flexibility
savings
Finance
Financial Strategy
Sometimes you come to a space where surprises in your financial lives happen. From a planning standpoint, you want to be mindful to maintain financial
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Joshua Dobi | Feb 7, 2022

A Few Simple Ways to Be Proactive About Reducing Your Taxable Income

North Main Financial Group
Financial Planning
Finance
personal finance
Taxes
Tax Deferral
tax planning
Financial Advisor
One question that we hear a lot is, “How can I limit or reduce my taxable exposure?” Unfortunately, there’s not an easy answer but here are a few thoughts.
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Joshua Dobi | Feb 7, 2022

Ease The Anxiety of Tax Season by Planning for It Now

North Main Financial Group
Taxes
Tax Season
Financial Planning
Finance
personal finance
Financial Strategy
Ready or not, tax season is here! As you begin your tax preparation, here are three helpful tips to ease the anxiety of tax season.
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Joshua Dobi | Jan 3, 2022

There Is More Than One Way to Generate Retirement Income

North Main Financial Group
North Main Financial
retirement
retirement planning
Investing
Financial Planning
Financial Help
Finance
personal finance
There is more than one way to create retirement income for yourself. Let’s look at four of the more mainstream ways to generate income after you retire.
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Joshua Dobi | Dec 17, 2021

Three Important Things to Remember When Searching for a Financial Planner

North Main Financial Group
North Main Financial
Financial Planning
Financial Strategy
personal finance
Finance
Investing
retirement
retirement planning
2022
As we head into 2022 many people are setting new financial goals and may be thinking about turning to a financial advisor for help. Here are three
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Joshua Dobi | Nov 23, 2021

North Main Financial Partners with Cain Center for the Arts to Kick-Off The Holiday Season in Lake Norman

North Main Financial Group
Lake Norman
Cain Center for the Arts
Community
Giving back
Kids in Lake Norman can send letters to Santa using Cain Center for the Arts Santa's Mailbox then have cocoa with Santa December, 3rd and 4th compliments of
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Joshua Dobi | Oct 26, 2021

Save Yourself the Headaches, Start Your 2021 Year-End Financial Planning Today!

North Main Financial Group
North Main Financial
North Carolina
Financial Planning
Finance
Year End Planning
personal finance
As we close in on the end of the year and another holiday season, we are starting to look at calendar-specific planning items. There are things that need to be
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20901 N. Main Street
Cornelius NC 28031

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erica@northmainfinancial.com

     

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*Securities and investment advisory services offered through SagePoint Financial, Inc (SPF) , member FINRA/SIPC , SPF is separately owned and other entities and/or marketing names, products or services referenced here are independent of SPF.

Representatives may not be registered to offer securities and advisory services in all states

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements

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