by Gainspoletti Financial Services | Jan 9, 2024 | Financial Planning, Life Transitions
Beyond education savings, these plans can work for you – not just your kids. Most commonly, 529s are known as a tool to save for college expenses tax-free, but even if you can cover college costs in other ways, don’t overlook how using these plans can benefit you....
by Gainspoletti Financial Services | Jan 2, 2024 | Financial Planning
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 2024, its...
by Gainspoletti Financial Services | Dec 19, 2023 | Financial Planning, Life Transitions, Retirement
As you approach retirement you may feel excited about your future, or uncertain about your financial future. Or both. Social Security is a critical retirement benefit that provides financial support for many Americans. This year, 67 million Americans will receive over...
by Gainspoletti Financial Services | Dec 12, 2023 | Estate Planning, Financial Planning, Retirement
As the year comes to a close, many of us turn our attention to charitable giving. Not only does giving to those in need during the holiday season feel good, but it can also provide a tax benefit come tax season. In the realm of philanthropy and financial planning,...
by Gainspoletti Financial Services | Dec 5, 2023 | Financial Planning
The holiday season is a time for giving, and while many people focus on gifts for loved ones and friends, it’s also important to think about giving a little something to your finances. Why not invest in your financial future by crafting a plan to potentially...
by Gainspoletti Financial Services | Nov 14, 2023 | Financial Planning
In order to reach financial success, financial planning is a necessary step. It’s a method that lets us evaluate how things are right now, set objectives for the future, and develop a strategy to get us there. Studies have shown that women’s incomes are...