by Sgroi Lawley Group LLC | Dec 20, 2024 | Helpful Education, Retirement Planning
New Year Financial Goals As the New Year is in full swing, it’s the perfect time to set your sights on working towards financial wellness. Adding financial goals to your New Year’s resolutions is a powerful way to create a roadmap in your pursuit of a stronger...
by Sgroi Lawley Group LLC | Dec 18, 2024 | Helpful Education, Sgroi Financial News
Top 5 Articles from 2023 Each week, we share blogs designed to educate and inspire our community on financial planning and other important topics. As the year comes to a close, let’s look back at the most popular articles of 2024. Thank you for reading and for being...
by Sgroi Lawley Group LLC | Dec 14, 2024 | Helpful Education, Retirement Planning
How the SECURE Act 2.0 Changed RMDs In the final days of 2022, Congress passed the SECURE Act 2.0, a new set of rules designed to help investors who wanted to contribute to retirement plans. Many of these changes were intended to give investors more flexibility and...
by Sgroi Lawley Group LLC | Dec 2, 2024 | Helpful Education, Retirement Planning
Deciding When to Take Social Security The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year.Keep in mind that this update is for informational purposes only, so please consult with an accounting or tax...
by Sgroi Lawley Group LLC | Nov 19, 2024 | Helpful Education, Retirement Planning
After the Election: Focus on Long-Term Fundamentals Download here: After the Election: Focus on Long-Term Fundamentals ABOUT SGROI LAWLEY Sgroi Lawley is a full service, independent financial planning firm proudly serving the Western New York area since 1971. We offer...
by Sgroi Lawley Group LLC | 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...
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