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The Pencil Project 2019 Hanna Perillo Since 1971, Sgroi Financial has been giving back to the Western New York teaching community. Founder Joe Sgroi believed it was important to help teachers by showing support and guidance in achieving their retirement goals. Today,...
Stay the Course Amid Market Volatility Sgroi Financial Financial markets have been aggravated recently amid fears over the impact of the fast-spreading coronavirus. These near-term disruptions to economic activity are the result of efforts to contain it. We see a...
Executive Orders and Regulations for New York Insurers Sgroi Financial A recent Executive Order issued by Governor Cuomo, together with recent amendments to the insurance and banking regulations issued by the New York State Department of Financial Services (NYDFS),...
Long Term Care Planning – Part 2 Urmas Lupkin Protecting what’s most important to you We all spend our life paying for various types of insurance that we hope we may never need to use. We pay to insure our cars and homes without ever thinking twice about it. But when...
Long Term Care Planning – Part 1 Urmas Lupkin Long term care awareness These days it seems that there is a day or month for everything. November is no different. November is long term care awareness month. I chuckle at most of these awareness days or months but not...
Why It Pays to Know Your 403(b) Options Part 2 Vincent Scarsella Are you in full control of your retirement? If you are reading this and are a teacher, you know that for a long time, state-run pensions have provided a significant portion of your retirement income....
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