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The Importance of a Will & Keeping it Updated

The Importance of a Will & Keeping it Updated

by Gainspoletti Wealth Planners | Mar 4, 2025 | Estate Planning, Financial Planning, Leaving A Legacy, Life Transitions, Retirement, Uncategorized

Having a will is a crucial aspect of estate planning that ensures your assets are distributed according to your wishes after you pass away. Without this legal document, the distribution of your estate will be determined by the laws of your state, which may not align...
Make Your Files Findable When You Leave Them to Your Heirs

Make Your Files Findable When You Leave Them to Your Heirs

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...
Dollars and Sense: Teaching Financial Literacy Early Pays Off

Dollars and Sense: Teaching Financial Literacy Early Pays Off

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...
Assembling Your Wealth Planning Team

Assembling Your Wealth Planning Team

by Gainspoletti Wealth Planners | Oct 8, 2024 | Divorce, Estate Planning, Financial Planning, Leaving A Legacy, Life Transitions, Retirement, Uncategorized

Whatever you envision for your wealth, it’s important to have professionals around you who share and support that vision. With all you’ve put into building your wealth, you deserve to get the most for its future. That starts with a team. Working with experienced...
Should Your Estate Plan Address Addiction?

Should Your Estate Plan Address Addiction?

by Gainspoletti Wealth Planners | Aug 27, 2024 | Leaving A Legacy, Life Transitions, Uncategorized

Determining how to address substance abuse and addiction among your beneficiaries can be a sensitive and difficult decision. Planning to pass down your legacy often requires you to address difficult questions and make hard choices. One of the most challenging topics...
Protect Your Loved Ones: Life Insurance For You

Protect Your Loved Ones: Life Insurance For You

by Gainspoletti Wealth Planners | Apr 9, 2024 | Leaving A Legacy, Life Transitions, Uncategorized

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...
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  • The Psychology of Money: How Your Mindset Affects Your Finances
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  • The Importance of a Will & Keeping it Updated
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