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The team at Hobart Wealth joined Charlotte Today to takeover the show for financial planning tips for 2024.
Did you know only about 25% of Americans say they have a written financial plan. That means most of us don’t have one. Which means, if you don’t know where to turn to set up a plan … you’re not alone.
At Hobart Wealth, they believe in transparency, honesty and integrity. Their planning is straightforward, and they work hard to develop long-term client relationships. That's why they have worked to help their clients by creating a 5 steps for financial planning. These steps are:
- Identify goals
- Examine your current situation (can’t help you get there until we know where you are now)
- Create your investment and income plan
- Put plan into action
- Review your plan regularly and make updates as needed
Another big factor is that 2024 is an election year, and that has the possibility of causing a lot of uncertainty when it comes to finances. That's why the team at Hobart Wealth is offering an election stress test. With this test you and the team at Hobart Wealth will look at your investments so you can see how much risk you’re exposed to. Market crashes can happen at any time, so it’s important to know just how much you could lose.
Another thing that is important to know, taxes could be one of our biggest expenses in retirement! Here are couple of things to know:
- The way your income is taxed in retirement is very different from how that worked during your working years, and people don’t always understand that.
- During your working years, you probably have one paycheck, but in retirement you might have several different sources of income that are all taxed differently.
Be one of the first five callers to Hobart Wealth with $250,000 or more that you have saved up and you'll get a complimentary consultation. Again, call now... you may receive a complimentary consultation. That number is 704-703-5656.
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