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...
by Gainspoletti Wealth Planners | Feb 18, 2025 | Retirement
When it comes to saving for retirement, there are many options available. One of the current popular options is the Roth IRA. But what exactly is a Roth IRA, and how does it work? An IRA, individual retirement account, by definition is a retirement savings account in...
by Gainspoletti Wealth Planners | Dec 10, 2024 | Financial Planning, Retirement
Many investors worry about outliving their savings. As a result, they sometimes underestimate what they can comfortably spend in retirement. For years, you’ve been saving and investing for retirement. But what happens when you finally retire and it’s time to switch...
by Gainspoletti Wealth Planners | Dec 3, 2024 | Estate Planning, Retirement, Uncategorized
Tax mitigation strategies can help the bottom line. While these are by no means exhaustive, these tax ideas can be a great starting point for year-end planning. With a complex and ever-changing tax code, it’s a good idea to schedule a meeting with your financial...
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...
by Gainspoletti Wealth Planners | Sep 3, 2024 | Retirement, Uncategorized
People approaching age 65 may need some help navigating the intricacies of Medicare. One set of complications surround mandatory enrollment in Medicare Part A. Let us guide you through some of the rules. You wouldn’t think a government benefit would be mandatory....
