Tag: financial planning

Stocks End Up After A Busy Week – Weekly Update

November 6, 2017 | By Steven DiGregorio

Once again, the markets ended the week in positive territory—and all 3 major domestic indexes hit new record highs. The S&P 500 added 0.26%, and the Dow was up 0.45%, with both indexes notching their 8th straight week of growth. The NASDAQ was up for the 6th week in a row with a 0.94% gain. […] READ MORE


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


Women are Winning the Race to Retirement Savings

March 15, 2016 | By Steven DiGregorio

  A Strong Sense of Saving Women have become a stronger force than ever in the fight for equal pay in the workplace.  With high hopes that one day men and women will be paid equally, women seem to be winning in one area already – saving. A new Vanguard study of participants in the […] READ MORE


how to set your financial goals

Set Your Financial Goals

| 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


To Rollover or Not to Rollover Your 401(k)

February 6, 2016 | By Steven DiGregorio

When leaving a job, take some time to evaluate the benefits of a 401(k) rollover.  The reasoning has to be sound, so let’s look at a few things to consider when evaluating the merits of rolling over 401(k) assets into an IRA. 1. Consolidation – Moving all of your 401(k) accounts at different former employers to […] 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


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