Skip to main content

North Main Financial Group, LLC

  •  Tel: 704-987-1425
  •  Fax: 704-665-5655
  •  
  •  
  •  

North Main Financial Group, LLC

  • Home
  • About Us
    • Our Firm
    • Our Associates
  • Our Services
  • Client Center
    • Account Access
  • Resources
    • Blog
    • Financial Calculators
    • Useful Websites
  • Contact

Our Mission

your success is our only mission

Strategic Thought

Compassionate Service

Big Enough to Help

Small Enough to Care

Big Enough to Help

Small Enough to Care

  Previous   Next

    You are here

  1. Home
  2. Retirment

Retirment

One Happy Family, Your Financial Planner and Tax Advisor

Submitted by North Main Financial Group, LLC on April 29th, 2019

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 taxes, we are often giving clients information about tax implications.

Tags:
  • 401K
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • North Main Financial
  • Planning
  • Retirment
  • Taxes
  • Read more

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

Submitted by North Main Financial Group, LLC on April 4th, 2019

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 forever rising when it comes to college expenses and that goes for private, public or trade schools.

Tags:
  • 401K
  • college
  • College Savings
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Retirment
  • Read more

Be Ready For Retirement When You Reach Your Magic Age

Submitted by North Main Financial Group, LLC on March 29th, 2019

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 spend more time with family, travel the world, or hit the golf course with more frequency. Point is, you need to outline what a happy and fulfilling retirement looks like for you…and everybody is different!

Tags:
  • 401K
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • Insurance
  • North Carolina
  • North Main Financial
  • Retirment
  • successful
  • Read more

Be Prepared For an Emergency by Maintaining Financial Flexibility

Submitted by North Main Financial Group, LLC on March 18th, 2019

Hospital bills, divorce, car repair, how do we address items when they come to us as a financial surprise? When we don’t anticipate certain financial events happening, can you plan for that in advance? The answer is yes, to a certain extent.

 

Tags:
  • 401K
  • Finance
  • Financial Advisor
  • Financial Flexibility
  • Financial Goals
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Retirment
  • Read more

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

Submitted by North Main Financial Group, LLC on March 4th, 2019

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 you are receiving a W2 or 1099 or filling out a Schedule C or a Schedule A, there are a flurry of forms that you are receiving, sending, filling out, and signing for the IRS.

Tags:
  • 401K
  • Capital Gains
  • Dividends
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Retirment
  • Tax Deferred
  • Tax Season
  • Taxes
  • Read more

How Can I Be Successful in Retirement?

Submitted by North Main Financial Group, LLC on January 23rd, 2019

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 Main Financial we work with our clients to help them map out their path to retirement based on their goals, needs and wants. While it may seem daunting, it’s not impossible.

 

Tags:
  • 401K
  • can I retire
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • Medicare
  • North Carolina
  • North Main Financial
  • Retirment
  • working in retirement
  • Read more

Why Asset Protection is an Important Consideration

Submitted by North Main Financial Group, LLC on January 18th, 2019

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 protection strategies are important for preserving your estate for your loved ones but the only way this can be accomplished is through planning.

Tags:
  • 401K
  • Asset Protection
  • Finance
  • Financial Goals
  • Financial Planner
  • Jonathan Padgett
  • Joshua Dobi
  • North Carolina
  • North Main Financial
  • Padgett Wealth Management
  • Retirment
  • Risk Management
  • Read more

How to Help Yourself in a Volatile Market

Submitted by North Main Financial Group, LLC on January 17th, 2019

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 goals and situation so you can think through how a volatile market may affect your situation. The volatility of the market over the last few months may have made you take notice but it’s not a time to panic.

Tags:
  • 401K
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • Help
  • North Carolina
  • North Main Financial
  • Retirment
  • Stock Market
  • volatile market
  • volatility
  • Read more

Three Important Points to Help With Year End Planning

Submitted by North Main Financial Group, LLC on December 14th, 2018

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 sit with our clients between the holidays to take care of things from a planning standpoint.

Tags:
  • 2018
  • 401K
  • Beneficiary
  • Charitable Giving
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Retirment
  • Taxes
  • Year End Planning
  • Read more

Managing Your Portfolio in a Turbulent Market

Submitted by North Main Financial Group, LLC on November 8th, 2018

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 in a collection of months. We had some negative volatility earlier this year, but it seemed to dissipate over the summer. Fast forward to October and we’ve seen the negative volatility pick up in recent weeks.

Tags:
  • Finance
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Planning
  • Retirment
  • Stock Market
  • tariffs
  • turbulent market
  • volatile
  • Read more
  • 1
  • 2
  • next ›
  • last »

Book a Meeting

Tell a Friend

20901 N. Main Street
Cornelius, North Carolina
28031 United States

  •  Tel: 704-987-1425
  •  Fax: 704-665-5655
  •  Joshua@NorthMainFinancial.com
  •  
  •  
  •  

*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

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the websites provided here, you are leaving the website. We make no representation as to the completeness or accuracy of information provided at these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, websites, information and programs made available through this website. When you access one of these websites , you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to.

© 2019 North Main Financial Group, LLC. All rights reserved.

Website Design For Financial Services Professionals