by Sgroi Lawley Group LLC | Sep 30, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Planning for Your Child’s Financial Future In this episode of Plan. Protect. Invest., Hayden and Matt explore several investment and savings options available for children, including Minor Roth IRAs, UTMA accounts, 529 plans, and the new Trump accounts. They...
by Sgroi Lawley Group LLC | Sep 28, 2026 | Helpful Education, Investing and Financial Planning, Retirement Planning
Understanding Qualified Charitable Distributions As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and...
by Sgroi Lawley Group LLC | Sep 19, 2026 | Helpful Education, Investing and Financial Planning, Retirement Planning
Reviewing Your Life Insurance Needs Life is an ever-evolving journey marked by significant milestones, personal growth, and unexpected changes. As life unfolds, your financial and insurance needs also shift, changing from year to year, decade to decade. A good example...
by Sgroi Lawley Group LLC | Sep 1, 2026 | Helpful Education, Investing and Financial Planning, Retirement Planning
Roth IRA for Kids Small business owners may find it challenging to find ways to provide additional benefits to their children who work for the company. One often overlooked choice is including a Roth individual retirement account (IRA) as part of their compensation, a...
by Sgroi Lawley Group LLC | Aug 27, 2026 | Investing and Financial Planning, Podcast, Sgroi Financial News
Understanding Personal Insurance: Coverage, Risk & Financial Planning In this episode, we’re joined by Julie Dibb, Personal Insurance Account Executive at Lawley Insurance, for a conversation about personal insurance and how it may fit into an overall financial...
Client Login