by Steve Gaito | May 29, 2025 | Uncategorized
As a Certified Financial Planner™ and retirement strategist, one thing I’ve learned over the years is that retirement planning is all about striking a balance among growth, security, and reliable income. Finding the right tools to achieve that balance can feel...
by Steve Gaito | May 22, 2025 | Uncategorized
You’ve spent decades saving, investing, and planning for retirement. But now that you’re finally there—or getting close—are you sure your money is protected? The truth is, many retirees unknowingly lose money through silent leaks in their financial...
by Steve Gaito | May 13, 2025 | Uncategorized
As a Certified Financial Planner™, I often meet people who have diligently saved in 401(k)s, IRAs, and pensions—only to be surprised by how much of their hard-earned retirement income could be lost to taxes. If you’re between the ages of 60 and 73, now is a...
by Steve Gaito | May 5, 2025 | Uncategorized
Retirement can feel uncertain at times—markets fluctuate, taxes change, healthcare costs rise, and inflation quietly erodes purchasing power. But here’s the good news: you can retire smarter! Even though you can’t control everything, you can control what...
by Steve Gaito | Apr 28, 2025 | Uncategorized
As we approach the middle of the year, it’s a perfect time to hit “pause” and reflect on your financial progress with a mid-year financial checkup. Whether you’re a few years from retirement or already living in it, taking a moment now for a...
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