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...
by Steve Gaito | Oct 29, 2024 | Uncategorized
When Hurricane Helene hit, it caused not only physical destruction but also a lasting financial impact, especially for retirees and those nearing retirement. With potential losses in property values, increased healthcare needs, and market volatility, many find...
by Steve Gaito | Sep 24, 2024 | Uncategorized
Robert Fulghum, the author of “All I Really Need to Know I Learned in Kindergarten”, has a profound way of simplifying complex life lessons. One of his insights draws a clear distinction between an inconvenience and a problem- a lesson that carries...
by Steve Gaito | Sep 24, 2024 | Uncategorized
Imagine a world where you’ve only ever experienced the simple pleasure of vanilla ice cream. It’s familiar, comforting, and always available in your home refrigerator/freezer. You’ve grown accustomed to its smooth texture and sweet, creamy taste....
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