Blogs
Thanksgiving
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...
RMD rules delayed for inherited IRAs…again?
TAX PLANNING What the latest change can mean for some beneficiaries If you’ve recently inherited an IRA or are set to inherit one soon, you need to know that the rules surrounding IRA inheritances have become more complicated for some designated beneficiaries. Most...
Help safeguard your assets from a beneficiary’s divorce
ESTATE & GIVING How a careful and intentional trust will help ensure your intentions are upheld. Smart estate planning doesn’t just take into account what you’ll pass down to your heirs, but how you’ll do it. There are numerous ways to...
The Role of Life Insurance in Financial Planning
Insurance, often overlooked, plays a pivotal role in comprehensive financial planning, acting as a safety net that helps protect your financial well-being against unforeseen events. At its core, insurance is a tool for risk management. Various types of insurance...
The Three T’s of Effective Trustees
ESTATE & GIVING Here’s how to choose a trustee that’s up to the important task at hand. Choosing a trustee – the person or entity who’ll manage the assets within your trust – is no easy task. This important role comes with a number of responsibilities and...
The Psychology of Money: How Your Mindset Affects Your Finances
Money is not just a tangible asset; it also holds significant psychological weight in our lives ,and the power of mindset cannot be underestimated. The way we think about money can greatly influence our financial decisions and behaviors. Our mindset plays a crucial...
Protect Your Loved Ones: Life Insurance For You
Life insurance can be a crucial tool for ensuring that the people you care about will be financially taken care of in the event of your passing. A life insurance policy’s death benefit helps enable confidence and protection through trying times. We feel these...
Boost Your Financial Literacy
In a world where financial decisions impact various aspects of our lives, being financially literate can be crucial for personal empowerment and success. From budgeting and saving to investing and retirement planning, understanding financial concepts can help pave the...
Opportunity Blooms in Tax Season
TAX PLANNING Whether you get a refund or end up owing, you have options. Tax season can be a period of new possibilities – especially when it comes down to what to do with your refund or, on the flip side, how to settle your bill. If you receive a refund So you worked...
Spring Clean Your Finances
As the flowers begin to bloom, the days get longer, and the weather begins to warm, you might be planning to do a deep spring clean of your home. While you’re planting a flower bed, cleaning out a closet, or clearing out your gutters, it’s also the perfect time to...
10 Common Scams & How to Avoid Them
Familiarize yourself with these common swindles. 1. Compromised bank account scam You receive a call or email from someone claiming to be from a financial institution or federal/state agency (e.g., IRS, Federal Reserve, FBI) saying that your financial accounts are at...
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