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Why Medicare Should Be Part of Your Retirement Strategy Sgroi Financial Medicare takes a little time to understand.As you approach age 65, familiarize yourself with its coverage options, costs, and limitations. Certain features of Medicare can affect health care costs...
Sgroi Financial Newsletter Fall 2021 Each quarter we provide a newsletter to our clients with news and insight on the financial world as well as updates from Sgroi Financial. In this edition we offer articles that are timely to this quarter, such as a discussion on...
How and When to Sign Up for Medicare Sgroi Financial Medicare enrollment is automatic for some.For those receiving Social Security benefits, the coverage starts on the first day of the month you turn 65.1 If you are not receiving Social Security benefits at 65, you...
Keep Your Life Insurance When You Retire Sgroi Financial Do you need a life insurance policy in retirement? One school of thought says no. The kids are grown, and the need to financially insulate the household against the loss of a breadwinner has passed. If you are...
College Funding Choices Sgroi Financial How can you help cover your child’s future college costs? Saving early (and often) may be key for most families. Here are some college savings vehicles to consider. 529 college savings plan. Offered by states and some...
Are You Ready for the Second Act of the S.E.C.U.R.E. Act? Sgroi Financial Recently, you may have seen headlines regarding the Securing a Strong Retirement Act, also referred to as the second version of the SECURE Act, or SECURE Act 2.0. As the bill moves from the...
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