GatherWealth Investment Management

Merry Christmas & Happy Holidays from all of us at GatherWealth! 🎄✨ May this season bring peace, joy, and prosperity to you and your loved ones. #HappyHolidays #MerryChristmas #SeasonOfGiving

Deciding how far in advance to notify your employer about your retirement depends on the nature of your job and workplace culture. Generally, it's recommended to give at least six months to a year of notice. ⏰ This timeframe allows your employer sufficient time to plan for your succession, ensuring a smooth transition for your responsibilities. It also affords you the opportunity to manage any final projects and train a successor if needed. Providing even more notice might be beneficial in some cases, such as positions with complex duties or in high-level roles. Always check your employment contract or company policies, as there might be specific requirements regarding retirement notification. Planning ahead simplifies the process for both you and your organization, fostering goodwill and ensuring a positive end to your career. 🌟 #RetirementNotice #CareerPlanning #WorkplaceTransition

Stephen DiPardo is an essential part of the GatherWealth team, bringing a wealth of experience and knowledge as the Operations Manager. With a career in the financial services industry that started in 1998, Stephen has honed his knowledge over the years. A graduate of Johnson and Wales University, Stephen now resides in Lincoln, RI, with his wife, Amy, and their two daughters. Beyond his professional accomplishments, Stephen enjoys quality family time at the beach 🏖️, passionately playing volleyball 🏐, and engaging in friendly yet challenging tennis matches 🎾 with his daughter. Thank you for all you do, Stephen!

The holiday season is a wonderful time for children to experience the joy of giving. Teaching them how to budget for holiday gifts is an invaluable skill that fosters financial responsibility and thoughtful spending. Start by helping them make a list of everyone they want to give gifts to and then set a total spending limit. Break this budget down further, allocating specific amounts for each person on their list. Encourage them to think creatively about how they can give meaningful gifts without overspending, such as homemade presents or time-based gifts like a promise to play a favorite game together. This exercise not only teaches children about managing money but also emphasizes the importance of thoughtfulness and generosity. Let them handle the transactions, when possible, to get a hands-on experience of using money wisely. By guiding them through this process, you're equipping your kids with lifelong financial and personal skills. 🎁 #HolidayBudgeting #FinancialLiteracy #GiftGiving

Business owners face unique challenges and opportunities when planning for retirement. One common mistake business owners make is not identifying the true value of their business early enough. Understanding the current and future worth of your business is essential for funding your retirement goals. Consider crafting a strategic exit plan that may involve selling the business, passing it on to a family member, or transferring ownership to employees. Understanding all of your options - from selling your business to SEP IRAs to 401(k)s and beyond - is an important piece of your plan. Call our office to connect with our team to learn more. #RetirementPlanning #BusinessOwner #ExitStrategy

Are you a business owner looking to create the right plan for your financial future? At GatherWealth, we understand the unique challenges and opportunities you face because we're business owners in the community, too. Our deep commitment to entrepreneurship drives us to empower fellow business leaders with customized financial solutions tailored to their needs. ➡️ Understanding Your Challenges: We know the entrepreneurial journey is filled with complexities. Our firsthand experience as business owners allows us to offer insights and strategies that truly resonate. ➡️ Customized Business Solutions: Whether it's cash flow management or investment planning, we provide solutions designed to optimize your business's financial health. ➡️ Growth-Oriented Partnerships: We focus on long-term relationships, providing ongoing support and advice to help your business thrive in a competitive market. ➡️ Community-Centric Values: As part of your local business community, we share your values and aspirations, working together to foster economic growth and sustainability. ➡️ Unwavering Support: Our team is dedicated to being a reliable partner in your financial journey, always ready to adapt to your evolving business needs. Join us at GatherWealth and partner with a team that truly understands and shares your entrepreneurial spirit. Call us today! #BusinessOwners #GatherWealth #CommunityProsperity

As we dive into the festive season, let's talk about setting a realistic holiday budget! Before you start shopping, sit down and list all potential expenses - think gifts, meals, travel, and those must-attend holiday events. Add it all up, and ensure the total doesn't unsettle your financial stability. Sticking to this plan can help to keep your stress levels low and your savings intact! Remember, the goal is to enjoy the season without financial strain. 🎅🎁 #HolidayBudgeting #SmartSpending #FestiveFinances

Our ancient brains... By Gather's Sean P. Reilly, CFP®, CPWA®, CIMA®, CEPA®

May your Thanksgiving be filled with love, laughter, and lasting memories. Happy Thanksgiving to you and yours! 🦃🍂

Trust is the cornerstone of effective financial advising, and at GatherWealth, we take this responsibility to heart. We believe in fostering transparent and honest relationships with our clients, ensuring that you feel confident in every decision made. Join us at GatherWealth, where we prioritize integrity and excellence in investment management. #FinanceFun #TrustTheProcess #InvestSmart #WealthyVibes