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Blog

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 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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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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Recession-web-NMFG
Joshua Dobi | Sep 25, 2020

Three Things To Help Prepare Yourself For A Recession

Finance
Financial Planning
Investing
Lake Norman
money
North Carolina
North Main Financial
personal finance
prepare
recession
Stock Market

A question that is on the mind of many people is, are we headed for a recession? I’m going to give an answer that may shock you at first…yes. Before you panic

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Investing-Gold-web-NMFG
Joshua Dobi | Aug 31, 2020

Should I Be Investing In Gold Right Now?

Finance
Financial Advisor
Financial Planning
gold
Help
Investing
Lake Norman
money
North Carolina
North Main Financial Group
retirement
savings
silver
Stock Market

Is gold or silver a good investment for your portfolio? This is a question we receive with some regularity, especially when prices are going up. The not so

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Pay-Student-Loans-Retirement-web-NMFG_0
Joshua Dobi | Aug 31, 2020

How To Balance Student Loans and Retirement

college
Debt
Finance
Financial Advisor
Financial Help
Financial Planning
Help
Investing
Lake Norman
North Carolina
retirement
savings
Student Loans

As we work with younger clients here at North Main Financial Group on their financial planning, there is one question that comes up with frequency. What should

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Divorce-web-NFMG
Joshua Dobi | Jul 27, 2020

Are You Financially Prepared For a Divorce?

divorce
finances
Financial Advisor
Financial Planning
Help
money
North Main Financial Group
Planning
prepare

The emotional and psychological effects of divorce are far reaching. But what about the financial aspect of a divorce? People are usually not financially

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How-to-Start-Financial-Planning-web-NMFG
Joshua Dobi | Jul 27, 2020

Help, How Do I Get Started With Financial Planning?

401K
finances
Financial Advisor
Financial Planning
Help
money
new
North Main Financial Group
retirement
savings
Stock Market

One of the questions we receive a lot at North Main Financial Group is, “How do I get started with financial planning?” That’s usually followed up with

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Stock-Market-Insight-web-NMFG
Joshua Dobi | Jul 27, 2020

Three Thoughts To Help You Ride The Waves Of The Stock Market

COVID-19
finances
Financial Advisor
Financial Planning
history
money
North Main Financial Group
pandemic
retirement
Stock Market

Many of you have been watching the stock market over the last several months and it’s no surprise that’s it’s been quite a rollercoaster. In fact, if you think

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Retirement-Savings-web-NMFG
Joshua Dobi | Jul 7, 2020

How Much Do I Need to Save For Retirement?

Cornelius
Finance
Financial Planning
Investing
Lake Norman
North Carolina
North Main Financial Group
retirement
retirement savings

One of the questions we are frequently asked at North Main Financial Group is, how much do I need to save for retirement? Unfortunately, there isn’t a one-size

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Down-Market-web-NMFG
Joshua Dobi | Jun 23, 2020

There Can Be Opportunity In Red Arrows

down market
Finance
Financial Planning
Investing
money
North Main Financial
retirement
savings
Stock Market

In recent months, the ups and downs of the stock market might feel more like a roller coaster ride which is enough to upset anyone’s stomach. While we are all

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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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