by Sgroi Financial | Dec 8, 2025 | Helpful Education, Investing and Financial Planning
Tax Efficiency in Retirement Will you pay higher taxes in retirement? It’s possible. But that will largely depend on how you generate income. Will it be from working? Will it be from retirement plans? And if it does come from retirement plans, it’s important to...
by Sgroi Financial | Dec 6, 2025 | Retirement Planning
Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.When you are older, “and-a-half” birthdays start making a comeback. In...
by Sgroi Financial | Dec 2, 2025 | Helpful Education, Investing and Financial Planning
Where Will Your Retirement Money Come From? What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here’s a...
by Sgroi Financial | Nov 30, 2025 | Sgroi Financial News
Catch-Up Contributions A recent survey found that 24 percent of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 33 percent are not confident.1 In 2001 congress passed a law that can help older...
by Sgroi Financial | Nov 15, 2025 | Helpful Education, Investing and Financial Planning
How Will Working Affect Social Security Benefits? In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
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