by David Gaynes | Oct 12, 2018 | Estate Planning, Financial Planning, Gaynes Financial Services
Aretha Franklin died with the world’s respect, yet she did not have a will. This means The Queen of Soul’s estimated $80 million fortune will not be settled efficiently according to Ms. Franklin’s documented wishes. It will be settled very inefficiently...
by David Gaynes | Dec 21, 2017 | Financial Planning
Choosing a financial advisor may be one of the most important financial decisions that you will ever make. The person you decide to work with will be in a position to influence critical investment and planning decisions, and the quality of his or her advice could...
by David Gaynes | Nov 21, 2017 | Financial Planning
This time of year, we tend to think about different kinds of wealth: the bonds of family, the bounty of the harvest, the richness of life when surrounded by friends and loved ones. Many of us will soon gather together around a festive table, celebrating our holiday...
by David Gaynes | Aug 11, 2017 | Financial Planning
There are a few things I’m known for. Among friends, it’s my sense of humor, and I’m certain there are at least three embarrassing Karaoke videos of me floating around the internet somewhere. Professionally, I believe my clients appreciate the time I...
by David Gaynes | Jun 23, 2017 | Financial Planning
Given that summer has officially started, I thought I would share a piece of advice I give regarding vacations and leisure purchases. As a financial advisor, it is not uncommon for me to get a call from a client who wants to look at buying a vacation property...
by David Gaynes | May 19, 2017 | Financial Planning
I know what you’re thinking. What kind of financial advisor thinks buying a lottery ticket is a good investment? After all, lotteries are referred to as a tax on people who are bad at math. Statements like, “You are 11 times more likely to be...
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