Jairo C. Lemos of Gateway Financial Partners

10/28/2026

The best part of any conference? The people you get to share it with.

Align '26 brought together an incredible group of advisors and professionals, but it was the conversations, laughs, and connections between sessions that made the experience even more memorable.

It's always refreshing to spend time with people who share your passion, challenge your thinking, and genuinely enjoy seeing one another grow.

Grateful to be part of the Gateway Financial Partners community and looking forward to many more moments like these!

10/27/2026

Last week at our Gateway Financial Partners Align Conference, something magical happened.

The room was filled with discussions about:
1) Creating a superior experience of belonging for our clients
2) Using our tools & resources to become more effective/efficient with our time
3) The future of our industry and our firm, and how to best position ourselves for the next phase of growth

I was asked to be a panelist and speak in front of a group of the most intelligent and successful financial professionals in the industry. It was truly an honor and a pleasure to be surrounded by my fellow Gateway Financial Partners.

As Patrick Bet-David always says, “The Future Looks Bright!”

10/26/2026

That number doesn’t include long-term care, dental, or unexpected medical expenses.

Healthcare in retirement is one of the biggest costs, and one of the easiest to underestimate. Building it into your plan early can help you feel more prepared when the time comes.

10/22/2026

Estate planning is more than drafting documents. It’s about timing decisions: when to gift, when to update, and when to take advantage of changing tax rules.

In need of estate planning assistance? I'd be happy to help you craft a plan to fit your needs!

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

10/21/2026

Excited to be part of this panel!

2026 Align conference, are you ready?! 🔥🔥🔥

Align starts tomorrow, and we can’t wait for this one! 🙌



Gateway's own Candace Byrnes, Julie Graney, CFP®, Steve Lautenschlager, and Jairo C. Lemos, MBA, AIF®are taking the stage to share what’s really working when it comes to creating capacity in a practice.

Real strategies, real results, straight from advisors doing it every day.

📅 Thursday, October 22 🕓 3:50 to 4:30 PM

Who's pumped?!

10/19/2026

Inflation Demystified: Inflation affects every part of our economy. Here’s a quick breakdown:

Demand-Pull: Think booming demand during holidays or shortages of hot items.

Cost-Push: Supply chain delays and energy price hikes often trigger this.

Built-In: A ripple effect when wages and prices increase together.

10/15/2026

"LLCs offer flexibility in how income is reported and how the entity is taxed.

This article breaks down the distinctions between default classifications, S-corp elections, and the implications of each for business owners.

https://www.forbes.com/councils/forbesfinancecouncil/2025/05/14/llc-tax-benefits-explained-what-you-need-to-know/

While you may have initially opted for the sole proprietorship or partnership structure for your startup, these structures may not be practical once your business grows.

10/14/2026

Exercising Incentive Stock Options (ISOs) near year-end could trigger the Alternative Minimum Tax (AMT).

If you’re weighing year-end tax moves, the timing of an exercise matters just as much as the price of the stock.

10/13/2026

Mi gente, ¡Ustedes!

Last week, we hosted our Gateway to Success event at our Glastonbury office to celebrate Hispanic Heritage Month. Eight Latino professionals shared the journeys behind their careers with fellow business leaders and students from ALPFA University of Connecticut

Their stories were a powerful reminder that our backgrounds are a source of strength and that there’s no limit to how far we can go.

Watching students connect with people who’ve walked a similar path reminded me how special our community is and how important it is for us to share our experiences.

A huge thank you to all our panelists:

Margarita Baquero Bárcenas

Miguel Correa, CPA

Alberto Cortes

Maryann Cruz

Alfredo G. Fernández

Moraima Gutierrez

John Carlos Machado II

As Héctor Lavoe sang:

Lo más grande de este mundo (The greatest thing in this world)

Siempre me hacen sentir (You always make me feel)

Un orgullo profundo ( A deep pride)

That pride is exactly what filled the room that night.

Hasta la próxima!

10/07/2026

Growth and stability aren’t opposites, they’re both part of the conversation in retirement planning.

https://www.forbes.com/councils/forbesfinancecouncil/2025/06/23/16-strategies-to-keep-your-retirement-portfolio-growing-and-balanced/

You shouldn't treat your retirement like a crockpot; you should treat it like a business.