Hobart Wealth Has School Spirit
We asked our clients to help us donate to our Classroom Central school supply drive.
Secure Act 2.0 Would Change How Americans Save for Retirement
The SECURE Act 2.0 is gaining steam in Congress. Provisions in the Act include automatic 401(k) enrollment and assistance for people paying off student loans.
Hobart Wealth featured as influential financial planning firm in the Charlotte area
Financial planning is like a puzzle – one that involves patience, creativity and focus. Hobart Wealth helps clients find all the pieces in their financial puzzle by utilizing forward-looking tax …
Hobart Wealth featured as influential financial planning firm in the Charlotte area Read More »
Proposed IRS $10,000 Reporting Policy Could affect Many Americans
Congress recently proposed that all transactions of $10,000 or more from bank accounts could be reported to the IRS. However, the latest iteration of the Build Back Better plan removed the proposal completely. Will it come back up in future legislation – and how could it affect your money? Chris Hobart broke it down for WCNC.
Strategic Partnership Announcement
April 2021 Hobart Financial Group, a Charlotte-based wealth management firm, expands footprint with the addition of JDS Wealth Management and has expanded its operation to the Mooresville…
3 Tips to Find a Financial Adviser You Can Trust
When it comes to financial planning, most Americans take a do-it-yourself approach. In fact, various surveys and studies over the years have shown that anywhere from 60 to 70 percent …
3 Tips to Find a Financial Adviser You Can Trust Read More »
How to save money in your 50s and beyond
Reaching your 50s doesn’t mean you’ve achieved all of your financial goals. Even for the most mature Americans, there’s room for improvement. In Bankrate’s March Financial Security Index Survey, for …
Poor planning could lead to 5 big retirement problems
Ideally, retirement is a time someone anticipates eagerly – a reward for a lifetime of hard work and solid financial planning. But nearly half of workers who haven’t reached retirement …
Poor planning could lead to 5 big retirement problems Read More »
Hobart Financial CEO Shares How to Maximize Tax Day for Your Retirement
CEO of Hobart Financial, Chris Hobart discusses the best ways to prepare your taxes to maximize retirement savings. View the video on Yahoo Finance here
Poor Planning Could Lead To 5 Big Retirement Problems
Ideally, retirement is a time someone anticipates eagerly – a reward for a lifetime of hard work and solid financial planning. But nearly half of workers who haven’t reached retirement …
Poor Planning Could Lead To 5 Big Retirement Problems Read More »