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A Mid-Retirement Check-In

A Mid-Retirement Check-In

by Gainspoletti Wealth Planners | Jul 30, 2024 | Financial Planning, Life Transitions, Retirement

Evaluate your retirement beyond health and wealth.  As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of...
A Financial Checklist for Newlyweds

A Financial Checklist for Newlyweds

by Gainspoletti Wealth Planners | Jul 23, 2024 | Financial Planning, Life Transitions, Uncategorized

After many months of planning, a wedding is a time of celebration. Marriage marks the beginning of a new chapter in life, bringing with it a host of exciting changes and responsibilities. One of the most crucial aspects newlyweds need to address is their financial...
The Lasting Benefit of Financial Literacy

The Lasting Benefit of Financial Literacy

by Gainspoletti Wealth Planners | Jul 16, 2024 | Uncategorized

Key financial lessons to teach your children as they grow. Talking to kids about money can be awkward, but it’s important. That’s the takeaway from a recent T. Rowe Price survey, which showed that parents consider topics like death and politics easier to discuss with...
Tax-advantaged accounts: A powerful addition to your financial plan

Tax-advantaged accounts: A powerful addition to your financial plan

by Gainspoletti Wealth Planners | Jul 9, 2024 | Estate Planning, Financial Planning, Uncategorized

The benefits of tax-efficient wealth management. A tax-advantaged account offers certain tax benefits to encourage individuals to save or invest for specific purposes, such as retirement, education or healthcare. These accounts can help you lower your taxable income,...
Protecting your privacy on social media: how much is too much?

Protecting your privacy on social media: how much is too much?

by Gainspoletti Wealth Planners | Jul 2, 2024 | Uncategorized

Follow these tips for protecting your privacy on social media. In 2020, there were 3.96 billion active users on social media and the number keeps growing. Whether it’s to find a place to eat, stay in touch with friends or family, or connect with industry peers to gain...

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