Top 5 Articles from 2023

Each week, we share blogs designed to educate and inspire our community on financial planning and other important topics. As the year comes to a close, let’s look back at the most popular articles of 2024. Thank you for reading and for being part of our blog community!

After the Election: Focus on Long-Term Fundamentals

Political changes may cause short-term market shifts, but staying focused on long-term fundamentals like earnings growth and diversification is key to navigating confidently.

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Getting a Head Start on College Savings

Start saving early, explore financial aid, and consider tax-advantaged savings plans to ease the cost of higher education.

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Saving Early & Letting Time Work For You

Time is your best ally when it comes to investing! Even small contributions can grow significantly over time thanks to compounding. The earlier you start, the more you could benefit

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Starting a Roth IRA for a Teen

A Roth IRA can help your child or grandchild build a strong financial future with the power of compound interest.

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Sgroi Financial is a full service, independent financial planning firm proudly serving the Western New York area since 1971. We offer services that will help you achieve your financial goals including retirement planning, investment management, estate planning, college planning and insurance. We help individuals, families, retirees, working adults, young adults and businesses.