by Gainspoletti Wealth Planners | Nov 26, 2024 | Uncategorized
Written by: Gary Gainspoletti, CPA, CFP® For the most part, Thanksgiving should be one of the most important events on our calendar but for many it’s just another day off of work. Just for a few moments this year take some time to reflect on the many things in...
by Gainspoletti Wealth Planners | Nov 19, 2024 | Estate Planning, Financial Planning, Uncategorized
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...
by Gainspoletti Wealth Planners | Nov 12, 2024 | Leaving A Legacy
Living life and facing death can be liberating – and it doesn’t have to be hard. Depending on the source, about half of Americans know they should have a will but don’t. And a National Library of Medicine study found that in 2017 only a third of us had completed...
by Gainspoletti Wealth Planners | Nov 5, 2024 | Leaving A Legacy, Life Transitions, Uncategorized
In no uncertain terms, youth who participate in early financial literacy programs make better financial decisions later in life. Based on 76 empirical studies across 33 countries, the Financial Industry Regulatory Authority (FINRA) and National Endowment for Financial...
