The Sgroi Lawley Newsletter
Sgroi Lawley Newsletter Fall 2024 Each quarter, we provide a newsletter to our clients with news and insight on the financial world, as well as updates from Sgroi Lawley. In this edition, you’ll find timely articles covering various aspects of the financial...
Understanding Qualified Charitable Distributions
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...
Navigating Retirement Pitfalls
Navigating Retirement Pitfalls Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them...
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