Tag: Retirement Planning

Further June Gains – Weekly Update

June 17, 2019 | By Steven DiGregorio

The Week on Wall Street Stocks advanced for a second straight week. The S&P 500 benchmark rose 0.47%; the Nasdaq Composite, 0.70%; the Dow Jones Industrial Average, 0.41%. Overseas shares, as tracked by the MSCI EAFE developed markets index, added 0.20%. , The market seemed to put its recent preoccupation with trade issues aside, with […] READ MORE


8 Timeless Principles of Investing

8 Timeless Principles of Investing

November 7, 2016 | By Steven DiGregorio

8 Timeless Principles of Investing    FOCUS ON WHAT YOU CAN CONTROL Market movements, business decisions, economics, politics, interest rates—many factors can influence the performance of your investments. Instead of worrying about events that are out of your hands, focus on that which you can control. PUT TIME ON YOUR SIDE The financial markets reward […] READ MORE


Retire Early

Investment Strategies to Retire Early

March 24, 2016 | By Steven DiGregorio

  About a third of all Americans think that they will not have enough money saved to retire. Carefully planned and executed retirement strategies will get you there — it’s possible to even retire early.   Start executing these early retirement strategies today, you’ll be glad you did:   1. Determine the amount of money […] READ MORE


how to set your financial goals

Set Your Financial Goals

March 15, 2016 | 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


4 Social Security Facts You Must Know

October 7, 2015 | By Steven DiGregorio

When it comes to Social Security, far too many retirees and future retirees are in the dark. Not only are most Americans not fully informed about the program, they don’t know how to maximize their benefits. Of course, knowing what Social Security offers and how to get the highest-possible benefits are two different things. There’s a lot […] READ MORE


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