by Gainspoletti Wealth Planners | Aug 27, 2024 | Leaving A Legacy, Life Transitions, Uncategorized
Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult questions and make hard choices. One of the most challenging topics...
by Gainspoletti Wealth Planners | Aug 20, 2024 | Financial Planning
Understanding your risk profile is an important component of managing significant wealth. Nobody wants to financially erode the portfolio they’ve built by making risky choices at the wrong time. You spend nearly half of a lifetime working hard to prepare for a secure...
by Gainspoletti Wealth Planners | Aug 13, 2024 | Uncategorized
529 plans were originally established to help families pay for qualified higher education expenses by offering tax-deferred investment growth and tax-free withdrawals. In 2017, federal tax legislation changed how these accounts can be used. Though individual states...
by Gainspoletti Wealth Planners | Aug 6, 2024 | Retirement, Uncategorized
To handle payments for a disabled senior, it’s not enough to put powers of attorney, medical directives or guardianship arrangements in place. One in three seniors will die with dementia.1 It’s a sobering statistic, and when you consider it alongside increasing...
