by Steve Gaito | Mar 28, 2024 | Uncategorized
The Inflation Reduction Act is a great reminder of the Legislative Risk that faces retirees. When thinking about retirement risk, many focus on portfolio or market risk, but have you considered the impact of government risk on your retirement? Today, most of the...
by Steve Gaito | Mar 28, 2024 | Uncategorized
I have been working in the retirement planning business for almost 30 years. Through that time, I have evolved in my thought process on how to best plan for retirement. I have settled on the fact that retirement is not about assets, but it is about income. Depending...
by Steve Gaito | Mar 28, 2024 | Uncategorized
This past week, I was in Hilton Head recording a segment for WHHI News and we were discussing the current situation of our economy and the stress retirees feel about their money. During the segment, I referenced a quote attributed to Will Rogers: “When you find...
by Steve Gaito | Mar 28, 2024 | Uncategorized
I would like to ask a simple question: If you could retire and still have the same monthly income, would you? The answer from most people is “yes, absolutely”. The reason is simple: you are familiar with this. You know that you can pay your bills, go on...
by Steve Gaito | Mar 28, 2024 | Uncategorized
Today, retirement is filled with challenges for many people. Inflation and Market Volatility take the forefront. Some perceive it as a temporary hurdle in their retirement journey, accepting it as it is. For many, it can be the most challenging time in their life. A...
by Steve Gaito | Mar 28, 2024 | Uncategorized
As retirement approaches, individuals often seek ways to optimize their savings and ensure a comfortable lifestyle. One effective strategy is leveraging tax-free retirement income, offering multiple advantages for retirees. This is crucial for securing retirees’...
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