Successful Retirement Planning Strategies For Women

September 27, 2018 | By Steven DiGregorio

Everyone faces similar challenges in planning for their long-term financial goals, such as a successful retirement. But women seem to have a few unique obstacles to overcome. Fortunately, through a well conceived financial plan and implementing a solid strategy, women can alleviate those obstacles: Longer life expectancies – Women on average live seven years longer […] READ MORE


Suddenly Single? Start Fresh: Protect Finances

June 17, 2018 | 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


Saavy Women Master Financial Security

April 22, 2018 | By Steven DiGregorio

Women now comprise nearly half of the U.S. workforce, and they now earn a higher percentage of the bachelor’s and master’s degrees compared to men. So how come women’s average retirement plan balances are just 60 percent of men’s average balances?  No, it’s not because there was just a great shoe sale! CONTRIBUTING FACTORS Several […] READ MORE



8 Timeless Principles of Investing

8 Timeless Principles of Investing

November 7, 2016 | By Steven DiGregorio

8 Timeless Principles of Investing    FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE


Elder Care Planning

Not Planning for Healthcare Can Ruin Your Retirement Plan

May 4, 2016 | By Steven DiGregorio

Three words. Elder Care Planning. Health Care and Your Retirement With people living so long these days, why haven’t financial planners been more focused on how to help clients who are planning for retirement specifically plan for longevity? The more sobering side of longevity, that is. Having worked for two major financial institutions for several […] READ MORE


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