October 6, 2021 | By Steven DiGregorio
October brings to mind the beauty of the leaves changing colors and a time to enjoy the colder weather. But October also holds another meaning for millions of people: it’s Breast Cancer Awareness Month. Based on the numbers, there’s a good chance that you or someone you know has been affected by breast cancer. Approximately […] READ MORE
June 17, 2020 | By Steven DiGregorio
Losing a spouse through death or divorce can be emotionally devastating and is often a difficult time to make important life decisions. Yet it’s this very time that attention needs to be paid to important financial matters such as retirement assets, budgeting on a single income, appropriate insurance, or reviewing Social Security benefits. Should you become […] READ MORE
September 24, 2015 | By Steven DiGregorio
If you have a will, have you looked at in the past couple of years and updated if necessary? That’s important, but don’t assume that it’s enough to ensure that all your wishes are carried out in the event of your demise. It isn’t. What about the beneficiary designations on your qualified retirement accounts, individual […] READ MORE