If you don’t wish to schedule a meeting online, you can contact us directly via phone or fill out the contact form below. We look forward to working with you.
How and When to Sign Up for Medicare Sgroi Financial Medicare enrollment is automatic for some.For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you...
Keep Your Life Insurance When You Retire Sgroi Financial Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you are...
College Funding Choices Sgroi Financial How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plan. Offered by states and some...
Are You Ready for the Second Act of the S.E.C.U.R.E. Act? Sgroi Financial Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the bill moves from the...
Ways to Fund Special Needs Trusts Sgroi Financial If you have a child with special needs, a trust may be a financial priority. There are many crucial goods and services that Medicaid and Supplemental Security Income might not pay for, and a special needs trust may be...
Client Login