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Tax_Implication_Aware_NorthMainFinancial
Joshua Dobi | Mar 4, 2019

Being Tax Aware Now, Can Save You A Big Surprise At The End Of The Year!

Capital Gains
Dividends
Finance
North Carolina
Retirment
Tax Deferred
Tax Season
Taxes

Hints of Spring are starting to pop up and March Madness is just around the corner and all this can only mean one thing…income tax season is upon us. Whether

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tax_revaluation_FB
Joshua Dobi | Feb 6, 2019

Shocked By Your Tax Revaluation? You Can Appeal.

Carolina Revaluation Services
Finance
Larry Shaheen
Machinery Act
Mecklenburg County
North Carolina
Property Tax
Tax Revaluation

Property revaluation assessment is a very hot topic among homeowners in Mecklenburg County right now. Many of you have probably received notices about the

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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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Year_End_Planning_FB_NMFG
Joshua Dobi | Dec 14, 2018

Three Important Points to Help With Year End Planning

2018
Beneficiary
Charitable Giving
Finance
North Carolina
Retirment
Taxes
Year End Planning

The end of the calendar year brings with it some requirements from a financial planning standpoint that are important to remember. At North Main Financial, we

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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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Lake_Norman_IG_NMFG
Joshua Dobi | Dec 7, 2018

Current Trends in Lake Norman Real Estate – Growth!

Finance
Growth
Jessica Babington
Lake Norman
Real Estate
Trending
Trump
Trump International Realty

Real estate can certainly be a key factor in your financial future. Do you own, do you want to own, do you want to invest in real estate, the questions go on

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Volatilityjust ahead_0
Joshua Dobi | Nov 8, 2018

Managing Your Portfolio in a Turbulent Market

Finance
North Carolina
Planning
Retirment
Stock Market
tariffs
turbulent market
volatile

You may have been watching business shows or the nightly news in recent weeks and seen quite a bit of negative volatility in the stock market for the first time

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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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Wall_Street_FB_NorthMain
Joshua Dobi | Oct 22, 2018

3 Point Process to Help Ease Anxiety in a Down Market

Finance
North Carolina
Retirment
Stock Market

If you’ve been watching the stock market the last few weeks you’re probably asking, “what is going on?” The stock market has had some movement that we haven’t

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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

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