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Estate Management Checklist

Estate Management Checklist

by Sgroi Financial | Oct 31, 2024 | Helpful Education, Retirement Planning

Deciding When to Take Social Security Do you have a will? A will enables you to specify who you want to inherit your property and other assets. A will also enable you to name a guardian for your minor children. Do you have healthcare documents in place? Healthcare...
Q3 2024 Market Moves

Q3 2024 Market Moves

by Sgroi Financial | Oct 22, 2024 | 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...
The Sgroi Lawley Newsletter

The Sgroi Lawley Newsletter

by Sgroi Financial | Oct 20, 2024 | Helpful Education, Sgroi Financial News

Sgroi Lawley Newsletter Fall 2024 Each quarter, we provide a newsletter to our clients with news and insight on the financial world, as well as updates from Sgroi Lawley. In this edition, you’ll find timely articles covering various aspects of the financial...
Understanding Qualified Charitable Distributions

Understanding Qualified Charitable Distributions

by Sgroi Financial | Oct 4, 2024 | Helpful Education

Understanding Qualified Charitable Distributions As you build your legacy, considering how to leverage your charitable contributions can be a fulfilling endeavor. Qualified Charitable Distributions (QCDs) can offer an opportunity to support your favorite causes and...
How Will Working Affect Social Security Benefits?

How Will Working Affect Social Security Benefits?

by Sgroi Financial | Oct 1, 2024 | Helpful Education, Investing and Financial Planning

How Will Working Affect Social Security Benefits? In a recent survey, 75% of current workers stated they plan to work for pay after retiring.1 And that possibility raises an interesting question: how will working affect Social Security benefits? The answer to that...
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