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Blog

Seniors_Beach_Retirement_FB_NMFG
Joshua Dobi | Mar 29, 2019

Be Ready For Retirement When You Reach Your Magic Age

Finance
Insurance
North Carolina
Retirment
successful

Retirement means different things to different people. Perhaps you may be transitioning from a full-time career to part-time work. Or maybe you have plans to

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CanIRetire_NMFG
Joshua Dobi | Jan 23, 2019

How Can I Be Successful in Retirement?

can I retire
Finance
Medicare
North Carolina
Retirment
working in retirement

Planning for retirement is like putting together a financial puzzle. There are a lot of pieces, considerations and moving parts that you must evaluate. At North

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Asset_Protection_NMFG
Joshua Dobi | Jan 18, 2019

Why Asset Protection is an Important Consideration

Asset Protection
Finance
Jonathan Padgett
Joshua Dobi
North Carolina
Padgett Wealth Management
Retirment
Risk Management

When thinking about your financial universe it’s important not only to think about how to increase your assets, but how you can protect your assets. Asset

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Up_and_down_market_NMFG
Joshua Dobi | Jan 17, 2019

How to Help Yourself in a Volatile Market

Finance
North Carolina
Retirment
Stock Market
volatile market
volatility

Volatility is an intrinsic characteristic of the stock market. When you think about your financial plan, it’s important to have a solid understanding of your

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Technology_Investing_IG_NMFG
Joshua Dobi | Dec 7, 2018

How Technology Has Influenced Financial Planning

Finance
Lake Norman
North Carolina
Technology

Technology and investing go hand in hand today. Devices like the Apple iPhone are a part of our everyday lives even though it’s just over 10 years old. (I feel

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Retirement_Grandchild_FB_NorthMain
Joshua Dobi | Oct 24, 2018

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

Finance
North Carolina
Planning
Prepare for retirment
Retirment
Risk tolerance

Planning refers to any method of thinking out acts and purposes beforehand. We plan our daily schedule, we plan for holiday’s, and some of us even plan out our

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Question_Chalk_FB_NorthMain
Joshua Dobi | Oct 24, 2018

Mutual Funds or ETF’s – Which Is Better For You?

Bonds
CDs
ETF
Finance
Mutual Funds
North Carolina
Retirment
Stocks

There are several investments and investing styles to choose from. Mutual funds, ETF’s, stocks, bonds, CD’s, preferred stocks, the list goes on. More than

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cyber-3327240_960_720
Joshua Dobi | Oct 16, 2018

Practical Considerations for Your Insurance Portfolio

Cornelius
Cyber Insurance
Denis Bilodeau
Finance
Financial Planning
Hood Hargett
Insurance
Joshua Dobi
North Carolina
Planning
Protection
Risk
Umbrella Coverage

Life is full of surprises and while we can’t always stop things like accidents, theft and injuries from happening, we can protect ourselves. Insurance is meant

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fear-617132_1280_0
Joshua Dobi | Oct 16, 2018

It's Scary Contacting A Financial Advisor For The First Time

College Savings
Cornelius
Finance
Financial Help
Lake Norman
Local
North Carolina
Questions
Retirment
WSIC Radio

Money, it brings joy and it can bring pain and it’s typically a topic that is uncomfortable to discuss with those close to you, let alone a stranger. In fact

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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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