by Gainspoletti Wealth Planners | Dec 31, 2024 | Financial Planning, Uncategorized
Start the new year right by reviewing and revamping your financial plan! Instead of hauling out those familiar New Year’s resolutions about keeping a journal or drinking more water, how about focusing on your financial well-being? As we step into the year 2025, its...
by Gainspoletti Wealth Planners | Dec 17, 2024 | Uncategorized
Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in a watertight, fireproof safe, or scattered...
by Gainspoletti Wealth Planners | Dec 10, 2024 | Financial Planning, Retirement
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...
by Gainspoletti Wealth Planners | Dec 3, 2024 | Estate Planning, Retirement, Uncategorized
Tax mitigation strategies can help the bottom line. While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it’s a good idea to schedule a meeting with your financial...
