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End-of-the-Year Money Moves Sgroi Financial What has changed for you in 2021? For some, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? There’s another step. If notable changes...
2022 Contribution Limits Sgroi Financial Preparing for retirement just got a little more financial wiggle room. Recently, the Internal Revenue Service (IRS) announced new contribution limits for 2022. Staying put for 2022 are traditional Individual Retirement Accounts...
Wise Decisions with Retirement in Mind Sgroi Financial Some retirees succeed at realizing the life they want; others don’t. Fate aside, it isn’t merely a matter of investment decisions that makes the difference. There are certain do’s and...
The Need for Power of Attorney Sgroi Financial The point of POA. A power of attorney (POA) is a legal instrument that delegates an individual’s legal authority to another person. If an individual is incapacitated, the POA assigns a trusted party to make...
The Underutilized Benefits of a Health Savings Account Sgroi Financial Healthcare can be one of the priciest yet essential parts of life’s journey. And yet, many struggle to utilize the financial tools that may help. Take Health Saving Accounts (HSAs), for example. In...
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