Tag: Taxes

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


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


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


Executive Pay & Fair Compensation

January 21, 2016 | By Steven DiGregorio

In the recent light of corporate governance, board involvement and financial/economic crisises, it is not a wonder why Executive Compensation has become such an area of intense focus. Essentially, every company employs key executives who are critical to the success of the business.  Retaining these skilled, well-trained professionals can be extremely challenging in today’s competitive environment.  A […] 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


The 5 Biggest Estate Planning Mistakes

May 29, 2014 | By Steven DiGregorio

You’ve worked a lifetime for what you have. You did everything right; funded your retirement plan, paid off your home early, amassed enough savings to cover future expenses and even planned to leave a financial legacy to your loved ones. Too bad your ex-spouse—and his or her kids—will inherit it all… Estate-planning mistakes are both […] READ MORE


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