by Gainspoletti Wealth Planners | Jan 28, 2025 | Uncategorized
Don’t procrastinate when it comes to prepping for tax season. The tax code can be a labyrinth to navigate. Nevertheless, taking action now – while you, your financial advisor and accountant have time to think through the possibilities and maximize your 2024 tax...
by Gainspoletti Wealth Planners | Jan 21, 2025 | Life Transitions
When someone close to you dies, the whirlwind of emotions and planning can be paralyzing. And if you’re the heir in charge or executor of your loved one’s will, decision-making and to-dos are a heavy weight on your shoulders. You’ll need to be up for this huge...
by Gainspoletti Wealth Planners | Jan 14, 2025 | Life Transitions
Legislation and life – two things guaranteed to change your federal tax situation. Here are a few major milestones you’ll need to tell your tax pro and your advisor about as soon as possible. The former can find credits you qualify for and dig up deductions, while the...
by Gainspoletti Wealth Planners | Jan 7, 2025 | Uncategorized
The connection between health and wealth is more than a Benjamin Franklin quote. It turns out that saving and investing for retirement, preparing for major life changes, and providing financial guidance and education along the way can have a substantial impact on both...
