Tag: retirement

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


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


Take Control of your 401(k)

Surviving a Layoff: Take Control of Your 401(k)

March 23, 2016 | By Steven DiGregorio

Surviving a Layoff: Take Control of Your 401(k)   Corporate Downsizing Getting laid off is never easy, you’re faced with having to rethink your spending… right away! Think about your essentials first and then what you’ll need in order to get back on track. Eliminating unnecessary spending will help you formulate your game plan and […] 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


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