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Jim DeGaetano

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Get advice on everything from planning for retirement, teaching your kids about money and how to save while enjoying your life!

Does Success Mean Wealthy?

Posted in Lifestyle, Retirement
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The History of Income Taxes

Posted in Lifestyle
Read Post about The History of Income Taxes

Take Your Daughters and Sons to Work Day

Posted in Parenting
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The 6 Stages of Retirement: Will You Live in Fear or Opportunity?

Posted in Lifestyle, Retirement
Read Post about The 6 Stages of Retirement: Will You Live in Fear or Opportunity?

3 Mindset Shifts for Recent Retirees to Find Financial Peace of Mind

Posted in Retirement
Read Post about 3 Mindset Shifts for Recent Retirees to Find Financial Peace of Mind

How to Live a Purposeful Life in Retirement

Posted in Retirement
Read Post about How to Live a Purposeful Life in Retirement

How to talk to your kids about money

Posted in Parenting
Read Post about How to talk to your kids about money

A letter to my parents as they retire

Posted in Parenting, Retirement
Read Post about A letter to my parents as they retire

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Recent Posts

  • Does Success Mean Wealthy?
  • The History of Income Taxes
  • Take Your Daughters and Sons to Work Day
  • The 6 Stages of Retirement: Will You Live in Fear or Opportunity?
  • 3 Mindset Shifts for Recent Retirees to Find Financial Peace of Mind

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  • Parenting
  • Retirement

Jim DeGaetano, CFP®, CPA, MBA

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