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Blog

Joshua Dobi | Dec 8, 2022

Three Things to Consider When Hiring a Financial Planner

North Main Financial Group
Financial Planning
Financial Help
Financial Advisor
2023
personal finance
Investing
retirement
For many people, the start of a new year means new financial goals, which can mean hiring a financial planner. If you are in the market for a financial advisor
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Joshua Dobi | Dec 8, 2022

It’s Time to Think About 2022 Year-End Financial Planning

North Main Financial Group
Financial Planning
Financial Advisor
Taxes
tax planning
2022
personal finance
Charitable Giving
tax loss harvesting
As we close in on the end of the year, it’s time to think about year-end financial planning. There are things that need to be in place by December 31, 2022, to
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Joshua Dobi | Sep 16, 2022

Start Teaching Your Kids How to Manage Money with These 3 Tips

North Main Financial Group
Financial Planning
Financial Help
Financial Advisor
Kids
children
money
savings
budget
money management
It's never too early to start learning about money. If you're in that space where you're beginning to teach your kids or grandkids about finances, there are a
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Joshua Dobi | Aug 15, 2022

What Is a Bear Market and What Should I Do Now?

North Main Financial
Financial Planning
Financial Help
Financial Advisor
personal finance
Economy
Stock Market
bear market
recession
The idea of a bear market may be new to many of you. To the average investor, a bear market can be alarming. But what is a bear market?
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Joshua Dobi | Aug 15, 2022

Social Security Benefits Set to Increase in 2023

North Main Financial
Financial Planning
personal finance
Social Security
social security benefits
Financial Advisor
Social Security benefits are expected to increase by 8-9% in 2023. Here's what you need to know.
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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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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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