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. Resources
  3. Blog

Blog

  • Share on Facebook
  • Facebook Like
  • Google Plus One
  • Tweet Widget
  • Linkedin Share Button

Coming soon!

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

How Technology Has Influenced Financial Planning

Submitted by North Main Financial Group, LLC on December 7th, 2018

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 like we’ve had iPhones around forever.) So, how does the intersection of technology and investing affect us now and in the future? Here are a few thoughts.

 

Where Have We Been

Tags:
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • Lake Norman
  • North Carolina
  • North Main Financial
  • Technology
  • Read more

Current Trends in Lake Norman Real Estate – Growth!

Submitted by North Main Financial Group, LLC on December 7th, 2018

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. At North Main Financial, we help guide our clients with financial planning that includes things like real estate, so we thought it was important to touch on this topic on an episode of the North Main Financial Show.

 

Tags:
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • Growth
  • Jessica Babington
  • Lake Norman
  • North Main Financial
  • Real Estate
  • Trending
  • Trump
  • Trump International Realty
  • 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

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

Submitted by North Main Financial Group, LLC on October 24th, 2018

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 strategy before hitting the mall on black Friday, but what about retirement planning? How do we approach the investment universe from a planning standpoint? What is your risk tolerance?

 

Tags:
  • 401K
  • Finance
  • Financial Advisor
  • Financial Goals
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Planning
  • Prepare for retirment
  • Retirment
  • Risk tolerance
  • Read more

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

Submitted by North Main Financial Group, LLC on October 24th, 2018

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 likely you have a variety of investments that combined, make up your investment portfolio. These investments should line up with your risk tolerance and desired goals.

Tags:
  • 401K
  • Bonds
  • CDs
  • ETF
  • Finance
  • Financial Advisor
  • Financial Planner
  • Mutual Funds
  • North Carolina
  • North Main Financial
  • Retirment
  • Stocks
  • Read more

3 Point Process to Help Ease Anxiety in a Down Market

Submitted by North Main Financial Group, LLC on October 22nd, 2018

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 seen for several months and in some cases, years. It’s been a rather tumultuous couple weeks and when that happens, it creates a certain amount of anxiety.

 

Tags:
  • Finance
  • Financial Advisor
  • Financial Planner
  • North Carolina
  • North Main Financial
  • Retirment
  • Stock Market
  • Read more
  • « first
  • ‹ previous
  • 1
  • 2
  • 3
  • 4
  • next ›
  • last »

Resources

  • Blog
  • Financial Calculators
  • Useful Websites

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