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Joshua Dobi | Mar 31, 2021

When Is The Best Time To Take Social Security?

North Main Financial Group
North Main Financial
Social Security
retirement
retirement savings
working in retirement
personal finance
Financial Planning
finances
managing finances
So, when is the best time to take Social Security? The short answer is it depends. Every person is different and there are many factors to take into
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Joshua Dobi | Mar 31, 2021

Three Ways Small Business Owners Can Stay Fiscally Responsible

small business
Financial Planning
Finance
Financial Help
North Main Financial Group
managing finances
Financial life
Business
There are dozens of factors that go into finances for a small business. From a planning perspective, we’ve outlined three ways small business owners can stay
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Joshua Dobi | Mar 18, 2021

IRS Announces Extension to File Tax Returns

North Main Financial Group
North Carolina
Taxes
Tax Season
Financial Help
Financial Planning
Financial Strategy
The IRS and Treasury Department announced the deadline for filing individual taxes for tax year 2020 has been extended to May 17th, 2021.
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Joshua Dobi | Mar 1, 2021

Long-Term Effects of Congress’ Ambitious Stimulus Packages

North Main Financial Group
Financial Planning
Finance
Financial Help
money
Congress has passed two stimulus packages in response to the COVID-19 pandemic. The CARES Act was passed last March while a follow-up package was passed in late
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Joshua Dobi | Mar 1, 2021

Estate Planning Best Practices – Three Things You Must Check Now

estate planning
Financial Planning
North Main Financial Group
personal finance
Finance
Financial Help
managing finances
Financial life
financial checkup
While there are many moving parts to estate planning, there are some best practices. We remind our clients of these three things you must check now when it
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Joshua Dobi | Feb 8, 2021

Three Ways the Stock Market Can Affect Your Portfolio

Investing
Stock Market
retirement
retirement savings
investment portfolio
Financial Planning
North Main Financial Group
Financial Strategy
While there are many variables to keep in mind when it comes to looking at the stock market and your portfolio, here are three things to keep in mind.
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Joshua Dobi | Jan 18, 2021

What to Look for When Hiring a Financial Advisor

North Carolina
North Main Financial Group
North Main Financial
Financial Planning
Financial Help
Finance
managing finances
Financial life
personal finance
If you are in the market for a financial advisor, here are a few things to consider during your search.
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Joshua Dobi | Jan 18, 2021

Financial Planning Under a New Administration: Three Things to Do Now

North Main Financial Group
North Main Financial
North Carolina
Financial Planning
Economy
global economics
Financial life
Financial Strategy
politics
History tells us that anytime a presidential administration changes, there will inevitably be changes from an economic outlook. When thinking about financial
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Joshua Dobi | Jan 8, 2021

What You Can Do Now To Prepare For Tax Season

North Main Financial Group
North Carolina
Taxes
Tax Season
Financial Planning
Finance
managing finances
For many, the 2020 tax season will likely look quite different. As we enter that time in the calendar year when we start thinking about tax-related topics, it
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Joshua Dobi | Dec 30, 2020

STOP! Don’t Ignore Your Year-End Planning

Financial Planning
Education
Finance
Financial Help
North Main Financial Group
Year End Planning
As we near the end of 2020, there are several year-end planning items that should be reviewed. Whether you are working with a financial advisor, or managing
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marriage-finances-NMFG-Web
Joshua Dobi | Oct 21, 2020

Congratulations You’re Newlyweds…But Now You Have to Talk Money

budget
fianances
Financial Advisor
Financial Planning
goals
Investing
marriage
money
newlyweds
North Main Financial

Congratulations, you are now a newlywed but now you have to talk money. What does that look like? How do you merge your finances?

 

We always look forward

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tariffs-NMFG-Web
Joshua Dobi | Oct 21, 2020

Should I Make Changes to My Portfolio Based on Tariffs?

Chinese tariffs
Economy
Financial Advisor
Financial Planning
global economics
Investing
money
North Main Financial
personal finance
tariffs

A unique item that is happening in our macro economy, in terms of its impact and the headlines it has been generating, are tariffs. We receive a lot of

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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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