by Gainspoletti Wealth Planners | Sep 24, 2024 | Uncategorized
The “great resignation” has brought employee benefits to the fore in the last two years, a trend that shows little sign of slowing. A recent Accenture survey says retirement benefits are a must-have to retain and attract talent – 68% of workers with pension/retirement...
by Gainspoletti Wealth Planners | Sep 17, 2024 | Uncategorized
From withdrawals to conversions, taxes in retirement can be a balancing act. After a fruitful career and plenty of practice paying taxes, you may feel prepared for the tax man in retirement. But a review of your post-retirement taxable income may yield some surprising...
by Gainspoletti Wealth Planners | Sep 10, 2024 | Uncategorized
With the cost of higher education rising, it’s important to determine how you and your family will fund it. There are several options to consider, each with their own pros and cons. How much time you have to save, your access to liquidity and the types of accounts and...
by Gainspoletti Wealth Planners | Sep 3, 2024 | Retirement, Uncategorized
People approaching age 65 may need some help navigating the intricacies of Medicare. One set of complications surround mandatory enrollment in Medicare Part A. Let us guide you through some of the rules. You wouldn’t think a government benefit would be mandatory....
