by Gainspoletti Wealth Planners | Mar 26, 2024 | Uncategorized
TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...
by Gainspoletti Wealth Planners | Mar 19, 2024 | Estate Planning, Financial Planning, Life Transitions, Uncategorized
As the flowers begin to bloom, the days get longer, and the weather begins to warm, you might be planning to do a deep spring clean of your home. While you’re planting a flower bed, cleaning out a closet, or clearing out your gutters, it’s also the perfect time to...
by Gainspoletti Wealth Planners | Mar 12, 2024 | Uncategorized
Familiarize yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution or federal/state agency (e.g., IRS, Federal Reserve, FBI) saying that your financial accounts are at...
by Gainspoletti Wealth Planners | Mar 5, 2024 | Estate Planning, Financial Planning, Leaving A Legacy, Life Transitions, Retirement, Uncategorized
Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...
