by Steve Gaito | Sep 24, 2024 | Uncategorized
Happy Birthday, Retirement Resource Management! Eight years ago, in July 2016, I founded Retirement Resource Management to help people maximize their retirement savings and pass on as much as possible to their heirs. Little did I know how complex this mission would...
by Steve Gaito | Jun 3, 2024 | Uncategorized
In the complex web of financial security, two safety nets stand out for their pivotal roles in safeguarding the futures of millions: The Pension Benefit Guarantee Corporation (PBGC) and the transfer of annuity payments in the event of a life insurance company’s...
by Steve Gaito | May 20, 2024 | Uncategorized
In the landscape of retirement planning, ensuring financial security requires a nuanced understanding of qualified retirement income options. With decades of experience in this field, I’ve witnessed firsthand the impact of taxes on retirement income and the...
by Steve Gaito | May 20, 2024 | Uncategorized
Long-term care insurance (LTCI) policies have undergone significant changes over the past 20 years, responding to changing demographics and market trends. These changes have resulted in policies that offer more options, greater flexibility, and improved benefits to...
by Steve Gaito | Mar 28, 2024 | Uncategorized
In the labyrinth of tax laws and regulations, both high-net-worth individuals and middle-income earners feel impacted by the complex tax system. Each segment argues that the tax code unfairly targets them, fostering a climate of financial unease and uncertainty. The...
by Steve Gaito | Mar 28, 2024 | Uncategorized
A good friend of mine often says, “If what you thought to be true turned out not to be true, when would you want to know?” In the context of retirement, this statement is especially true. Many individuals, with good intentions, are unintentionally acting...
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