Retire Early

Tools to Maximize Social Security

February 28, 2022 | By Steven DiGregorio

Deciding when to collect Social Security benefits is a big decision that can have a lasting impact on your standard of living in retirement, especially if you didn’t save enough on your own. According to the Social Security Administration, Social Security benefits represent 30% of retirement income for the elderly.  Making this decision is a […] READ MORE


“Backdoor” Roth IRAs – What You Didn’t Know

June 30, 2021 | By Steven DiGregorio

Want to put money into a Roth IRA but earn too much? Use the “backdoor” Roth IRA strategy.   Unlike traditional IRAs, Roth IRAs have an income threshold. The ability to make a direct contribution to a Roth IRA phases out for single filers with an adjusted gross income between $125,000 and $140,000, for 2021. […] READ MORE


Stocks Post Gains- Weekly Update

February 16, 2021 | By Steven DiGregorio

Weekly Market Insight Stock prices inched higher last week amid declining COVID-19 cases, a pick-up in vaccinations, and progress on a fiscal relief bill. The Dow Jones Industrial Average gained 1.00%, while the Standard & Poor’s 500 rose 1.23%. The Nasdaq Composite index climbed 1.73% for the week. The MSCI EAFE index, which tracks developed […] READ MORE


Bull Story Remains Intact- Weekly Market Update

February 8, 2021 | By Steven DiGregorio

Weekly Market Insights Stocks notched strong gains last week, paced by a string of solid economic reports and consensus-beating corporate earnings. The Dow Jones Industrial Average gained 3.89%, while the Standard & Poor’s 500 advanced 4.65%. The Nasdaq Composite index jumped 6.01% for the week. The MSCI EAFE index, which tracks developed overseas stock markets, […] READ MORE


Dow Hits 30,000 – Weekly Update

November 30, 2020 | By Steven DiGregorio

The Week on Wall Street Stocks surged last week, ignited by another COVID-19 vaccine announcement, encouraging economic data, and the easing of political uncertainty. The Dow Jones Industrial Average rose 2.21%, while the Standard & Poor’s 500 added 2.27%. The Nasdaq Composite index, which has led all year, gained 2.96%. The MSCI EAFE index, which […] READ MORE


New Infections Increase Anxiety- Weekly Update

November 23, 2020 | By Steven DiGregorio

The Week on Wall Street Despite news of another COVID-19 vaccine candidate, stocks were mixed amid investor anxiety over an increase in new infections and economic lockdowns. The Dow Jones Industrial Average fell 0.73%, while the Standard & Poor’s 500 declined 0.77%. The Nasdaq Composite index rose 0.22% for the week. The MSCI EAFE index, […] READ MORE


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