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


4 Social Security Facts You Must Know

October 7, 2015 | By Steven DiGregorio

When it comes to Social Security, far too many retirees and future retirees are in the dark. Not only are most Americans not fully informed about the program, they don’t know how to maximize their benefits. Of course, knowing what Social Security offers and how to get the highest-possible benefits are two different things. There’s a lot […] READ MORE


Successful Retirement Planning Strategies For Women

September 27, 2015 | 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


Very Costly Mistake: Out-of-Date Beneficiary Designations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


Millennials, What To Know Before You Invest

August 17, 2015 | By Steven DiGregorio

Most financial experts agree that the best time to start investing in stocks is when you’re young, have time to wait out the downturns and can take full advantage of compounding. Well that’s not new news! But where do you begin?! A mere 26 percent of Americans under age 30 are now investing in the stock […] 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


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