Tax Refund

Make Your Tax Refund Work for You

April 27, 2016 | By Steven DiGregorio

Make Your Tax Refund Work for You   How will you spend your tax refund? Every year we scramble to get our taxes filed with the IRS, no one wants to pay penalties or give Uncle Sam cause to audit our taxes. After the 15th of April most either have received or happily begin thinking […] READ MORE


Dividends Income

Dividends & Income: Smart Investing

April 25, 2016 | By Steven DiGregorio

It’s easy enough to buy low and sell high when the stock market moves up and down.  But how do you profit as an investor when the market is sideways? A market with no definable direction is known as  a horizontal, flat or sideways market. This defines a period in which prices waver within a narrow […] READ MORE


how to set your financial goals

Set Your Financial Goals

March 15, 2016 | By Steven DiGregorio

  Defining your Goals Are you thinking about re-evaluating your financial habits for the New Year?  You’re not alone.  New Year’s resolutions after all are a fancy, delicate way of saying you need to start making changes in your life.  The changes can vary from eating habits to spending habits, but they all have one […] READ MORE


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


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


6 things you should know about IRA contributions

April 7, 2015 | By Steven DiGregorio

Even though the new year has begun, it may not be too late to make a traditional IRA contribution for the last tax year — if you’ve not already done so. The contribution deadline is April 15. If you qualify for a deductible contribution, you can lower last year’s tax bill by taking action by then. […] READ MORE


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