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Top 5 Articles from 2018 In 2018 we officially got the Sgroi Financial blog up and running with articles that were written to help educate and inform the community about financial planning and other topics. Now that 2018 is over, let’s take a look back to see which...
How to Improve your Finances in 2019 Jennifer Jurek Certified Financial Planner™ It’s time to ring in the new year and as the saying goes “new year, new you”! The beginning of a new year is the most popular time to get refocused and set goals to better your...
What does it cost to have a financial planner? Summer McKellar Senior Research Analyst Registered Representative A general misconception is financial planners only offer services to the rich and famous. Many more individuals don’t meet with a financial planner because...
Creating a system of savings that works Brian Clouden Vice President A great financial plan starts with a defined budget. It’s the perfect way to tell your money where you want it to go while tracking to make sure it gets there. Whether you’re trying to pay off debt...
Why Everyone should have an Emergency Fund Shawn McLaughlin Vice President If you have financial goals that you want to accomplish, you can fully expect there to be bumps along the way. However, there is a way to continue working towards your goals without struggling...
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