by Steve Gaito | Feb 18, 2025 | Uncategorized
Valentine’s Day is a time to celebrate love and appreciation for those who matter most. While flowers and chocolates are nice gestures, they are temporary. This year, consider a gift that truly lasts—a safe and secure financial future for you and your loved...
by Steve Gaito | Feb 18, 2025 | Uncategorized
With a new president sworn in, many retirees are left wondering: what changes might this bring to their financial security? Political transitions often bring uncertainty, and it’s natural to feel anxious about the potential impacts on your retirement. The truth...
by Steve Gaito | Feb 18, 2025 | Uncategorized
As the dust settles from the election, I think we can all agree on one thing: it’s refreshing to turn on the TV and see ads for car dealerships and pain relief products instead of endless political commercials. For many Americans, these elections— every two...
by Steve Gaito | Feb 13, 2025 | Uncategorized
Many retirees use tax-deferred retirement accounts like IRAs and 401(k) plans as their primary source of retirement income. While these accounts provide tax advantages during your working years, they come with a future tax bill that can erode your retirement income...
by Steve Gaito | Oct 30, 2024 | Uncategorized
With Halloween approaching, many retirees are still haunted by the same fears from last year- rising inflation and market volatility. But now, there’s another specter looming over retirement plans: the upcoming election. The uncertainty around potential policy...
by Steve Gaito | Oct 30, 2024 | Uncategorized
Growing up in Western North Carolina, my hometown of Marion has always been dear to me. When Hurricane Helene hit, it was heartbreaking to witness the devastation that swept through the places I grew up loving. Homes, landmarks, and local businesses were severely...
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