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Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

by Sgroi Financial | Feb 5, 2025 | Helpful Education, Investing and Financial Planning

Budget Check Up: Tax Time Is the Right Time   Every year, about 140 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment...
Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

by Sgroi Financial | Jan 30, 2025 | Helpful Education, Investing and Financial Planning

Retirement Strategy After a Job Loss   Few events are more stressful and disruptive than an unexpected job loss or layoff. For many, it’s a hit not just to finances but also to confidence and sense of self. You’re not alone if you’ve been laid off—or if the...
Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

by Sgroi Financial | Jan 29, 2025 | Helpful Education, Investing and Financial Planning

Where Will Your Retirement Money Come From?    What workers anticipate in terms of retirement income sources may differ considerably from what retirees actually experience. For many people, retirement income may come from a variety of sources. Here’s a...
Understanding Marginal Income Tax Brackets

Understanding Marginal Income Tax Brackets

by Sgroi Financial | Jan 28, 2025 | Helpful Education, Investing and Financial Planning

Understanding Marginal Income Tax Brackets   By any measure, the tax code is huge. It is over 2,000 pages long, and even longer with footnotes.1 And almost weekly, the Internal Revenue Service publishes a 10- to 50-page bulletin about various aspects of the tax...
Q4 2024 Market Moves

Q4 2024 Market Moves

by Sgroi Financial | Jan 24, 2025 | Investing and Financial Planning, Market Updates, Sgroi Financial News, Webinar

Sgroi Lawley Presents Market Moves Welcome back to Market Moves with Vincent Scarsella, our Director of Research & Investment Development. In this episode, we’ll delve into the market’s performance during the second quarter of 2024 and uncover the...
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