Tag: investment advisors

What to Do, or Not Do, If You Just Won a Million Dollar Lottery

February 17, 2016 | By Steven DiGregorio

Winning the lottery is a fantasy for millions of Americans! Imagine winning tens of millions of dollars! Or imagine winning over $100 million! With the introduction of The Powerball, some lucky players can win upwards of hundreds of millions or even a billion dollars overnight! Talk about life-changing! There are a number of things lottery […] READ MORE

Traditional or Roth IRA, Which Retirement Fund is Right for You?

January 19, 2012 | By Steven DiGregorio

Do you need to plan more for your retirement?  These days who doesn’t? You may want to consider opening an individual retirement account to complement any workplace savings plan for which you might be eligible.  IRAs provide the potential for tax adantaged, compound growth of your retirement savings.  One key consideration in establishing a new IRA though is to decide whether a […] READ MORE

Married? How to Manage Both 401(k)s Properly

January 14, 2011 | By Steven DiGregorio

So what should we call this process?  “Marriage Diversification”?  If a married couple each have any retirement plan be it IRA, 401(k), 403(b) or other, managing the assets appropriately can be challenging. Should they each have the same funds in their accounts? Should they pick different but similar funds? Should one portfolio be aggressive and the other more […] READ MORE

The Road Trip Plan To Retirement

July 7, 2010 | By Steven DiGregorio

Most of us work hard all our lives to get to the endgame of retirement. But retirement isn’t the endgame any more, as if it ever was.  Retirement is just the beginning of another stage of life. With most retirements often lasting 25 or 30 years nowadays, financial experts are telling people to think of […] 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