by Gainspoletti Wealth Planners | Aug 6, 2024 | Retirement, Uncategorized
To handle payments for a disabled senior, it’s not enough to put powers of attorney, medical directives or guardianship arrangements in place. One in three seniors will die with dementia.1 It’s a sobering statistic, and when you consider it alongside increasing...
by Gainspoletti Wealth Planners | Jul 30, 2024 | Financial Planning, Life Transitions, Retirement
Evaluate your retirement beyond health and wealth. As you move through retirement, it’s important to set time aside to reflect on how you’re doing. While most people often focus on their health and finances, it’s equally as important to think about other areas of...
by Gainspoletti Wealth Planners | May 21, 2024 | Life Transitions, Retirement
RETIREMENT & LONGEVITY Age may just be a number, but when it comes to retirement, it matters. Retirement is a time meant for enjoying life without the pressure of work. For some, that means rediscovering life with their partner. For others, it means room to dig...
by Gainspoletti Wealth Planners | May 14, 2024 | Retirement
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...
by Gainspoletti Wealth Planners | Mar 5, 2024 | 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 27, 2024 | Retirement
Are you a small business owner looking for ways to help your employees save for retirement? If so, you may want to consider offering a SIMPLE IRA plan. A SIMPLE IRA (Savings Incentive Match Plan for Employees Individual Retirement Account) is a retirement plan...
