by Gainspoletti Wealth Planners | Dec 31, 2024 | Financial Planning, Uncategorized
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 2025, its...
by Gainspoletti Wealth Planners | Dec 17, 2024 | Uncategorized
Pop quiz: In an emergency, could your loves ones find your current will and power of attorney? If you had to evacuate your home, could you quickly get your hands on your passport, deeds and keepsakes? Are your documents in a watertight, fireproof safe, or scattered...
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 | Nov 26, 2024 | Uncategorized
Written by: Gary Gainspoletti, CPA, CFP® For the most part, Thanksgiving should be one of the most important events on our calendar but for many it’s just another day off of work. Just for a few moments this year take some time to reflect on the many things in...
by Gainspoletti Wealth Planners | Nov 19, 2024 | Estate Planning, Financial Planning, Uncategorized
Proactive investors know that the months before year-end can be an ideal time to make strategic adjustments. While keeping in mind your long-term investment goals, meet with your advisor and coordinate with your tax professional to examine nuances and changes that...
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...
