by Sgroi Lawley Group LLC | Jul 24, 2025 | Investing and Financial Planning, Market Updates, Sgroi Financial News, Webinar
Sgroi Lawley Presents Market Moves What happened in the markets during Q2? Hear from Vincent Scarsella, Director of Research & Investment Development, in our latest Market Moves segment. In this edition, we review Q2 2025 market performance and explore key...
by Sgroi Lawley Group LLC | Jul 6, 2025 | Retirement Planning
A Look at Whole Life Insurance In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well. Whole life insurance policies can build up cash value — effectively a cash...
by Sgroi Lawley Group LLC | Jun 20, 2025 | Retirement Planning
Retirement Questions That Have Nothing to Do With Money Preparing for retirement is not entirely financial. Your degree of happiness in your “second act” may depend on some factors that don’t come with an obvious price tag. Here are some non-monetary factors to...
by Sgroi Lawley Group LLC | 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...
by Sgroi Lawley Group LLC | 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...
by Sgroi Lawley Group LLC | 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...
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