by Sgroi Lawley Group LLC | Feb 15, 2026 | Retirement Planning
Traditional vs. Roth IRA Traditional Individual Retirement Accounts (IRAs), which were created in 1974, are owned by roughly 43 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 35 million...
by Sgroi Lawley Group LLC | Dec 6, 2025 | Retirement Planning
Important Birthdays Over 50 Most children stop being “and-a-half” somewhere around age 12. Kids add “and-a-half“ to make sure everyone knows they’re closer to the next age than the last.When you are older, “and-a-half” birthdays start making a comeback. In...
by Sgroi Lawley Group LLC | Oct 3, 2025 | Helpful Education, Retirement Planning
Caring for Aging Parents age 65 is growing. In the past decade, the population of Americans aged 65 and older has grown 38%. As our nation ages, many Americans are turning their attention to caring for aging parents.1 For many people, one of the most difficult...
by Sgroi Lawley Group LLC | Apr 22, 2024 | Retirement Planning
Choices for Your 401(k) at a Former Employer Sgroi Financial One of the common threads of a mobile workforce is that many individuals who leave their job are faced with a decision about what to do with their 401(k) account.¹ Individuals have four choices with...
by Sgroi Lawley Group LLC | Apr 15, 2024 | Retirement Planning
Building a Solid Financial Foundation Sgroi Financial When you read about money matters, you may see the phrase, “getting your financial house in order.” What exactly does that mean? th To some, when your financial “house is in order,” it means it is built on a...
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