Sgroi Financial, Author at Sgroi Lawley Group, LLC

A Primer on Irrevocable Life Insurance Trusts

by Sgroi Financial | Jun 10, 2025 | Retirement Planning

A Primer on Irrevocable Life Insurance Trusts “I’m proud to pay taxes in the United States; the only thing is, I could be just as proud for half the money.”Entertainer Arthur Godfrey The irrevocable life insurance trust (ILIT) can be an important...

Your Changing Definition of Risk in Retirement

by Sgroi Financial | Jun 5, 2025 | Retirement Planning

Your Changing Definition of Risk in Retirement During your accumulation years, you may have categorized your risk as “conservative,” “moderate,” or “aggressive” and that guided how your portfolio was built. Maybe you concerned yourself with finding the...

Strategies for Managing Student Loan Debt

by Sgroi Financial | Jun 1, 2025 | Helpful Education, Investing and Financial Planning

Strategies for Managing Student Loan Debt If college were a party, then student loans are the hangover. Unfortunately, the “hair of the dog” won’t cure this headache, but here are some ideas for managing your student loan debt. The programs listed...

Sgroi Lawley Group LLC Welcomes Third Generation

by Sgroi Financial | May 27, 2025 | Retirement Planning, Sgroi Financial News

Sgroi Lawley Group LLC Welcomes Third Generation Timothy Sgroi Joins the Firm, Continuing a Proud Family Legacy West Seneca, NY (May 27, 2025) | Sgroi Lawley Group LLC, an independent financial planning firm, is proud to announce the addition of Timothy Sgroi...

Deciding When to Take Social Security

by Sgroi Financial | May 10, 2025 | Retirement Planning

Deciding When to Take Social Security One of the most common questions people ask about Social Security is when they should start taking benefits. Making the right decision for you can have a meaningful impact on your financial income in retirement. Before considering...

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A Primer on Irrevocable Life Insurance Trusts

Your Changing Definition of Risk in Retirement

Strategies for Managing Student Loan Debt

Sgroi Lawley Group LLC Welcomes Third Generation

Deciding When to Take Social Security

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