Videos

Your New Year Financial Checklist for Smarter Decisions

Start the year with a smarter financial plan. Learn key tax, investment, and planning checkpoints to review now for a more confident year ahead.

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A New Chapter for Gasima

We’ve rebranded as Gasima Financial, expanding our services to make wealth management simpler, smarter, and fully aligned with your goals.

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The Entrepreneur’s Challenge: Balancing Business and Personal Finance

Is your business growth costing you your personal financial future? Learn how to stay on track and achieve your goals.

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Understanding Alternative Assets: Beyond the Stock Market

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Market Insights: Navigating Today’s Opportunities

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Why Estate Planning Matters for Everyone–Including You

Learn the essentials of estate planning in Tony Pacione's latest video with Joe Lento of Perennial Estate Planning.

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Gasima Launches New Tax Prep Services in Partnership with Russ Khederian, CPA

Russ Guderian, CPA, joins Gasima to bring you comprehensive tax prep, consulting, and tax-efficient portfolio management services.

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Why Trusts Are Essential for Every Family

Learn how to strategically plan for your legacy with special needs trusts, avoiding probate and preserving wealth for loved ones

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Understanding Your Investing Lifecycle: Where to Start

Understanding the investing life cycle starts early with the choices between spending, saving, or investing, shaping financial behavior for life.

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Wealth Management Form