Jairo C. Lemos of Gateway Financial Partners

06/08/2026

Team retreats can qualify as business expenses when they are primarily for work purposes, include a clear agenda, and involve business-related discussions.

To keep it deductible, make sure to document attendees, meeting topics, and outcomes. Mixing in leisure is okay but business must be the focus.

06/04/2026

Mid-year check-ins don’t have to be overwhelming. In fact, summer is an ideal time to test how well your financial strategy is holding up.

Are you staying on track with your goals, or do recent spending patterns reveal areas worth adjusting? A quick review now can help you finish the year strong.

05/31/2026

Wealth that lasts is rarely built by accident.

It takes intention, structure, and regular conversations about what matters most.

Investments are one piece.

But so are taxes, estate planning, insurance, family needs, charitable goals, and long-term priorities.

A plan helps bring those pieces into focus.

If you have been thinking about how your wealth fits into the bigger picture, now may be a good time to start that conversation.

860.430.8193
[email protected]
[email protected]/bookings/" rel="ugc" target="_blank">https://outlook.office365.com/owa/calendar/[email protected]/bookings/

05/28/2026

Forbes shares some great tips to creating an organized and relevant “library” of estate planning documents.

https://www.forbes.com/sites/martinshenkman/2023/03/19/clean-out-your-estate-planning-attic/?sh=13ed5cab4cdb

Cleaning out your estate and related planning "attic" can simplify your planning, identify steps and improvements, save professional fees and taxes.

05/25/2026

Many owners plan the sale, but not the tax hit.

After a sale, it’s not uncommon to face unexpected capital gains, increased Medicare premiums, or state tax surprises. The structure of your deal can play a big role in what you owe and when.

Reviewing your strategy ahead of time can help you avoid scrambling later.

05/19/2026

One big reason many business owners regret selling? They didn’t have a clear plan for what comes next.

Starting with a personal financial snapshot, understanding how the sale proceeds may be taxed, and outlining where future income might come from can provide helpful clarity.

Planning the sale is only part of the process. Thinking through what comes after can be just as important.

05/15/2026

High-level compensation deserves high-level protection.
Here are 3 ways to help reduce risk with equity and bonus plans.

3 ways to manage risk with executive compensation:

• Diversify concentrated stock to avoid overexposure

• Optimize vesting timelines to align with cash flow and taxes

• Use insurance to help offset risk and provide liquidity when needed

05/13/2026

No heirs? Explore estate planning options to ensure your assets benefit loved ones, charities, or personal passions.

https://www.kiplinger.com/retirement/retiring-without-heirs-options-for-your-estate

Are you a solo ager? Here's what you can do with your nest egg.

05/10/2026

Today is for the women who have taught, encouraged, cared, listened, and helped guide us through every season of life.

Happy Mother's Day!

05/04/2026

A big thank you to our clients, friends, and community members who joined us for the shred event this past weekend.