Blog | Financial Planning

Samuel Gaeta | Apr 28, 2021

Creating A Roadmap For Financial Security

Money, Financial Planning, Retirement

Many of us have had to take a hard look at our finances during the pandemic. As Financial...

Samuel Gaeta | Feb 19, 2021

Stimulus, Financial Planning, Covid Relief, Taxes, Tax Planning

2020 was a crazy year for most of us, to say the least. The federal and state governments...

Samuel Gaeta | Oct 14, 2020

Personal Finance, Pandemic Government, Aid, debt, Financial Planning, Coronavirus, 401k, Unemployment, qualified accounts, Income, CARES Act, Cash Flow

When planning how to finance a large purchase before age 59-½, it is common to consider...

Defined Financial Planning | Sep 04, 2020

Will, Financial Planning, Education, Power of Attorney, Healthcare, Estate Planning, Retirement, Trust

For many people, there is a desire to ensure that their estates deliver benefits beyond...

Samuel Gaeta | Jul 16, 2020

Personal Finance, Financial Planning, Taxes, CARES Act

The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) provides a recovery...

Samuel Gaeta | Jul 06, 2020

Personal Finance, Separation, debt, Financial Planning, Social Security, Education, Investments, Divorce, QDRO, Taxes, 401k, Estate Planning, qualified accounts, Retirement, insurance., assets, Investing, Cash Flow

Relationships, whether they are marriages or partnerships, begin mentally and emotionally...