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Spring Clean Your Finances

Spring Clean Your Finances

by Gainspoletti Wealth Planners | Mar 18, 2025 | Estate Planning, Financial Planning, Life Transitions, Uncategorized

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...
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...
What to do after a loved one passes away

What to do after a loved one passes away

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...
Life-Changing Events Change Your Taxes, Too

Life-Changing Events Change Your Taxes, Too

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...
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...
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Recent Posts

  • The Psychology of Money: How Your Mindset Affects Your Finances
  • Spring Clean Your Finances
  • Opportunity Blooms in Tax Season
  • The Importance of a Will & Keeping it Updated
  • Why do the wealthy borrow? Sometimes, debt makes sense

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