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Health-insurance-Web-NMFG
Joshua Dobi | Jun 23, 2020

How to Navigate Increased Health Insurance Costs

Finance
Financial Planning
flexibility
HSA
Insurance
Lake Norman
North Carolina
North Main Financial

One of the questions we are asked frequently at North Main Financial is how to navigate the endless increases in health insurance costs. There are a lot of

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College-savings-web-NMFG
Joshua Dobi | Jun 5, 2020

3 Considerations When Planning to Save for College

College Savings
Finance
Financial Advisor
Financial Planning
Kids
money
North Carolina
savings

One of the most foundational items, especially for young families, that we look at here is the insurmountable cost of planning for college. When planning for

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Cain_Center_Web_NMFG
Joshua Dobi | Sep 18, 2019

Conversation with Justin Dionne from the Cain Center for the Arts

arts
Cain Center for the Arts
charity
Community
Cornelius
Davidson
donation
finances
Financial Planning
Lake Norman
Local
performing arts
theater

We’ve talked on several other shows about the importance of estate planning and how some people engage in charitable planning or strategies. We invited a

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Breathe_Web_NMFG
Joshua Dobi | Sep 18, 2019

Tackle an Unexpected Life Event by Stopping to Breathe

emergencies
Finance
money
North Carolina
retirement
savings

As we move through life most of us live in the now worrying about getting to work on time, what to have for dinner, what sport do the kids have after school

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Taxes_files_NMFG
Joshua Dobi | Aug 7, 2019

How Tax-Deferred Accounts Can Help Increase Your Wealth

Finance
money
North Carolina
Tax Deferral
Taxes

When it comes to financial planning there is no one-size-fits-all option. As individuals, we all have different goals and objectives based on things like kids

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Untitled design
Joshua Dobi | Jul 24, 2019

Retirement Planning Today Will Benefit You In The Future

Finance
investment portfolio
North Carolina
Planning
retirement
Social Security

What does your income look like in retirement? Will you need to work part-time? Do you want to start a new business? Do you want to travel the world? These are

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Insurance_FB_NMFG
Joshua Dobi | Jun 5, 2019

Be Prepared – Don’t Ignore Insurance When Financial Planning

auto
Finance
home
Insurance
liability
money
North Carolina
Planning
savings

The list of insurance types is endless. From general insurance to property insurance and pet insurance, it seems as though there is insurance for just about

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Joshua Dobi | May 15, 2019

End-Of-Life Planning Is Not Fun, But It’s Necessary

end of life
Finance
funeral
North Carolina
Planning
Raymer-Kepner

This topic may seem a little outside the norm, but I think you’ll find very quickly that we give special attention to planning from many angles. While we focus

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Financial_Planning_Taxes_FB_NMFG
Joshua Dobi | Apr 29, 2019

One Happy Family, Your Financial Planner and Tax Advisor

Finance
Planning
Retirment
Taxes

This might be one of your least favorite subjects – the crossover between financial planning and taxes. At a time when many people are giving attention to their

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Living_Will_FB_NMFG
Joshua Dobi | Apr 12, 2019

There Are Benefits to Estate Planning, No Matter Your Wealth

estate planning
Finance
life insurance
Taxes
will
WSIC

When you think about estate planning you probably think about legacy-style families like the Kennedy’s or people who are “wealthy”. However, each of us have an

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college_savings_lecture_FB_NMFG
Joshua Dobi | Apr 4, 2019

How Do You Save For College? There Is No Wrong Answer!

college
College Savings
Finance
North Carolina
Retirment

Many of us cringe at the thought of paying for college. How do we even begin to think about that process? It's an incredibly expensive pursuit. The costs are

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Will_Inheritance_FB_NMFG
Joshua Dobi | Mar 29, 2019

Surprise, You Have an Inheritance. Now What?

Many of us, at some point in our lives, will have an inheritance bestowed upon us. You may inherit money from parents, a relative or friend and it can come in

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erica@northmainfinancial.com

     

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