by Gainspoletti Wealth Planners | May 28, 2024 | Estate Planning
Estate planning is often perceived as a complex and daunting task reserved for the wealthy, but this misconception couldn’t be further from the truth. In reality, estate planning is a crucial step for anyone looking to boost their financial well-being and ensure...
by Gainspoletti Wealth Planners | May 21, 2024 | Life Transitions, Retirement
RETIREMENT & LONGEVITY Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it means room to dig...
by Gainspoletti Wealth Planners | May 14, 2024 | Retirement
TAX PLANNING What the latest change can mean for some beneficiaries If you’ve recently inherited an IRA or are set to inherit one soon, you need to know that the rules surrounding IRA inheritances have become more complicated for some designated beneficiaries. Most...
by Gainspoletti Wealth Planners | May 7, 2024 | Divorce, Estate Planning, Uncategorized
ESTATE & GIVING How a careful and intentional trust will help ensure your intentions are upheld. Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to...
by Gainspoletti Wealth Planners | May 2, 2024 | Financial Planning, Life Transitions, Uncategorized
Insurance, often overlooked, plays a pivotal role in comprehensive financial planning, acting as a safety net that helps protect your financial well-being against unforeseen events. At its core, insurance is a tool for risk management. Various types of insurance...
