Lumping Retirement Savings Accounts with Education Funds? Think Again.

March 26, 2026 | By Steven DiGregorio

Planning for College   Investing and financial planning can  be complicated. Many parents direct all of their savings into one account to maximize their investments. Discerning how much of your savings should go towards your child’s education and how much should be set aside for your retirement can be difficult to discern, if not down right confusing. Many financial […] READ MORE


Understanding FDIC Insurance

October 12, 2024 | By Steven DiGregorio

It’s natural to wonder exactly how a bank safeguards your money. Fortunately, the Federal Deposit Insurance Corporation (FDIC) insurance exists for this very reason: to help protect your funds once deposited. Read on to explore the purpose of FDIC insurance, how it works, and what it covers. What Is FDIC Insurance? The FDIC is an […] READ MORE


Please Leave Home Without It

October 11, 2024 | By Steven DiGregorio

Concerns over identity theft continue to grow, especially with the news of data breaches at major companies and financial institutions. Unfortunately, you have little control over when a company is hacked, but you do have control over your own actions. Ten Things to Leave at Home Social Security Card – A Social Security card may be […] READ MORE


Prevent a Rift: Money Tips for Newlyweds

October 9, 2024 | By Steven DiGregorio

One survey found that 35% of couples attribute stress in their relationship to financial issues. This could explain why some experts say financial problems are one of the top reasons marriages fail.1,2 Fortunately, when couples work together to address their finances, they may be able to mitigate many of the problems money may cause in […] READ MORE


To Catch a Thief

October 8, 2024 | By Steven DiGregorio

Many Americans have taken steps in recent years to protect their identity. According to a recent report, total dollars lost due to identity theft in 2023 was nearly $23 billion. If you haven’t taken measures to protect yourself, it may be a good idea to consider your options.1 Identity theft is a crime in which […] READ MORE


How to Appeal Your Property Taxes

October 5, 2024 | By Steven DiGregorio

Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers dispute their assessment.1 For homeowners who think their local government may have assessed their property’s value too high, there are ways to appeal and potentially win […] READ MORE


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