Won the Lottery? What to Do Before You Claim the Prize!

November 19, 2015 | By Steven DiGregorio

What should you do if you win the lottery? As someone who has had experience with lottery winners, you should know that there are countless financial, tax, and legal strategies you can take to make the most of your sudden wealth monies. But not so fast! Winning the lottery is a unique sudden wealth event […] READ MORE


Very Costly Mistake: Out-of-Date Beneficiary Designations

September 24, 2015 | By Steven DiGregorio

If you have a will, have you looked at in the past couple of years and updated if necessary? That’s important, but don’t assume that it’s enough to ensure that all your wishes are carried out in the event of your demise. It isn’t. What about the beneficiary designations on your qualified retirement accounts, individual […] READ MORE


Suddenly Single? Start Fresh: Protect Finances

June 17, 2015 | By Steven DiGregorio

Losing a spouse through death or divorce can be emotionally devastating and is often a difficult time to make important life decisions. Yet it’s this very time that attention needs to be paid to important financial matters such as retirement assets, budgeting on a single income, appropriate insurance, or reviewing Social Security benefits.  Should you become […] READ MORE


Where there’s a Will, There’s a Better Way

March 10, 2015 | By Steven DiGregorio

Once again a celebrity has died, leaving an estate in chaos. Clearly good intentions but poorly planned and with no follow through. As unfortunate as this might be, there are lessons to be learned and mistakes not to be repeated. Most recently, the Oscar-winning actor Philip Seymour Hoffman became deceased, leaving an estate reportedly worth […] READ MORE


6 Steps to Securing Your Retirement Portfolio

July 28, 2014 | By Steven DiGregorio

Few people reach retirement with perfectly allocated and optimized 401(k)s or IRAs. Only about 45 percent of all workers even have access to a workplace retirement plan at all, according to the Washington, D.C.-based Employee Benefit Research Institute. But if you do have one, chances are good you have more than one. The nature of the […] READ MORE


The 5 Biggest Estate Planning Mistakes

May 29, 2014 | By Steven DiGregorio

You’ve worked a lifetime for what you have. You did everything right; funded your retirement plan, paid off your home early, amassed enough savings to cover future expenses and even planned to leave a financial legacy to your loved ones. Too bad your ex-spouse—and his or her kids—will inherit it all… Estate-planning mistakes are both […] READ MORE


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