by Gainspoletti Financial Services | 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 Financial Services | 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 Financial Services | 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...