Tag: financial advisors

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

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

There’s a Difference: Financial Advisors, Financial Planners and Investment Managers

April 5, 2010 | By Steven DiGregorio

Understanding the differences between financial advisors, financial planners and investment managers can be challenging for the average person.  Finding a suitable investment professional is not easy. The number of different titles alone is enough to make your head spin. But in a nutshell, there are basically three different types of investment professionals: financial advisers, financial […] READ MORE