by Sgroi Financial | Sep 24, 2025 | Helpful Education, Insurance, Investing and Financial Planning
Understanding Extended Care Addressing the potential risks of extended-term care expenses may be one of the biggest financial challenges for individuals who are developing a retirement strategy. Seven in ten people over age 65 can expect to need extended care services...
by Sgroi Financial | Sep 18, 2025 | Retirement Planning
The One Big Beautiful Bill and You On July 4, the One Big Beautiful Bill was signed into law at a White House ceremony. This domestic policy bill extends the 2017 tax cuts set to expire this year, making some of those rules permanent. The bill also creates several new...
by Sgroi Financial | Sep 1, 2025 | Helpful Education, Retirement Planning
Deciding When to Take Social Security Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
by Sgroi Financial | Aug 25, 2025 | Sgroi Financial News
Managing Money as a Couple When you marry or simply share a household with someone, your life changes—and your approach to managing your money may change as well. The good news is it’s usually not so difficult. At some point, you will have to ask yourselves some money...
by Sgroi Financial | Aug 21, 2025 | Helpful Education, Investing and Financial Planning
A Look at Diversification Sgroi Financial Ancient Chinese merchants were said to have developed a unique way to manage their risk. They would divide their shipments among several different vessels. That way, if one ship were to sink or be attacked by pirates,...
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