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Blog

Joshua Dobi | Oct 26, 2023

Surprise, You Just Received an Unexpected Inheritance. Now What?

North Main Financial Group
Financial Planning
Financial Advisor
inheritance
Taxes
personal finance
If you find yourself unexpectedly bestowed an inheritance, what does that mean for you from a financial perspective? Here are three considerations.
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Joshua Dobi | Oct 26, 2023

Maximizing Tax Deferral Opportunities for Your Financial Future

North Main Financial Group
Financial Planning
Financial Advisor
Taxes
tax defferal
personal finance
Tax deferral can be a powerful tool to enhance your retirement income. Here are three considerations when determining what’s best for your space.
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Joshua Dobi | Sep 4, 2023

How Much Do I Need to Save When Planning for Retirement?

North Main Financial Group
Financial Planning
retirement
retirement planning
retirement savings
Investing
Financial Advisor
“How much do I need to save for retirement?” While there is no one-size-fits-all answer, there are some guidelines to help you plan for your retirement.
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Joshua Dobi | Sep 4, 2023

Navigating Market Volatility: 3 Key Strategies for Success

North Main Financial Group
Financial Planning
Stock Market
volatile market
down market
Investing
investments
personal finance
Whether you’re a seasoned investor or just getting started, understanding your financial plan and its alignment with your goals is crucial, especially when
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Joshua Dobi | Sep 4, 2023

The Value of Estate Planning: Regardless of Your Wealth

North Main Financial Group
Financial Planning
Financial Help
estate planning
Financial Advisor
charity
investments
business successesion
At North Main Financial we believe estate planning is essential for everyone to ensure your future wishes are met after you pass away. Let’s explore why.
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Joshua Dobi | Sep 4, 2023

Reduce Your Taxable Income by Being Proactive Now

North Main Financial Group
Financial Planning
Taxes
tax planning
personal finance
Finance
Financial Help
How can you reduce your taxable income? There is no one-size-fits-all answer, but here at North Main Financial, we have some considerations for you.
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Joshua Dobi | Aug 2, 2023

Overcoming Fear: A Guide to Consulting a Financial Advisor for the First Time

North Main Financial
Financial Planning
Financial Help
Financial Advisor
Financial Strategy
Investing
retirement
hiring a financial planner
personal finance
finances
managing finances
financial goals
setting financial goals
consulting a financial planner
fiduciary duty
CFP
certified financial planner
As life progresses and financial decisions become more complex, consulting a financial advisor becomes necessary. Here are a few considerations when looking for
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Retirement_Grandchild_FB_NorthMain
Joshua Dobi | Aug 2, 2023

Planning For a Successful Retirement: A Guide to Financial Preparedness

North Main Financial
Financial Planning
retirement planning
retirement
working in retirement
season of life
Prepare for retirment
income sources
Insurance
long-term planning
successful retirement planning
Achieving a happy and fulfilling retirement requires careful financial planning. Here are three important considerations when retirement planning.
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Seniors_Beach_Retirement_FB_NMFG
Joshua Dobi | Aug 2, 2023

How to Plan and Prepare for Retirement: Assessing Your Risk Tolerance

North Main Financial
Financial Planning
Investing
retirement
retirement planning
financial risk assessment
investment risk management
Risk tolerance
risk tolerance analysis
risk tolerance and investment strategies
risk management strategies
Planning for retirement requires careful consideration of various factors to determine your risk tolerance. Learn more about the importance of risk assessment
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Joshua Dobi | Apr 19, 2023

Should I Be Investing in Gold or Silver Right Now?

North Main Financial Group
gold
silver
Investing
investments
Financial Planning
Financial Help
Economy
While it is often considered a safe-haven asset, is gold or silver the right investment for your portfolio?
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Joshua Dobi | Mar 6, 2023

Preparing Your Finances for a Possible Recession: 3 Helpful Considerations

North Main Financial Group
Financial Planning
Financial Advisor
recession
personal finance
Investing
When thinking about your overall financial plan, being prepared is the best way to tackle the beginning, middle, or end of a recession. Keeping in mind your
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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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Office

20901 N. Main Street
Cornelius NC 28031

790 Holiday Drive – Foster Plaza 11
Pittsburgh, PA 15220

Contact Info

Cornelius
(704) 987-1425 | (412) 928-8801
erica@northmainfinancial.com

Pittsburgh
Phone: (412) 928-8801
Fax: (412) 928-8818

     

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Osaic Wealth Form CRS

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

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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