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Identity Theft Awareness Week

Identity Theft Awareness Week

by Paul Hutchings | Jan 27, 2023 | Helpful Education, Investing and Financial Planning

Identity Theft Awareness   Sgroi Financial January 30 to February 3, 2023, is Identity Theft Awareness Week. Anytime is a good time to tighten up your identity security, but if you haven’t been as careful as you intended, consider this your annual reminder. Here...
Navigating The Secure Act 2.0

Navigating The Secure Act 2.0

by Sgroi Financial | Jan 15, 2023 | Helpful Education, Investing and Financial Planning

Navigating The Secure Act 2.0 Setting Every Community Up for Retirement Enhancement (Secure) Sgroi Financial On December 23rd, 2022, a massive $1.7 trillion dollar spending bill was signed into law. Attached to this bill was the Secure Act 2.0, which is essentially a...
5 Reasons to Work With a Financial Advsior in 2023

5 Reasons to Work With a Financial Advsior in 2023

by Sgroi Financial | Jan 12, 2023 | Helpful Education, Investing and Financial Planning

5 Reasons to Work With a Financial Advsior in 2023   Sgroi Financial Getting your finances in order should be an important part of your new year. Working with a financial advisor can help you through this process. Here are some reasons why you should make working...
Tips On Saving Money

Tips On Saving Money

by Sgroi Financial | Jan 1, 2023 | Helpful Education, Investing and Financial Planning

Tips On Saving Money Sgroi Financial Benjamin Franklin once said, “a penny saved is a penny earned.” One way to find the money to meet your spending or saving needs is to examine your current spending habits and consider eliminating money wasters.   Top Money...
End of the Year Charitable Gifting and You

End of the Year Charitable Gifting and You

by Sgroi Financial | Dec 21, 2022 | Helpful Education, Investing and Financial Planning

Year-End Charitable Gifting and You Sgroi Financial Are you making charitable donations at year’s end? If so, you should know about some of the financial “fine print” involved, as the right moves could potentially bring more of a benefit to both you and your chosen...

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Securities offered through Cadaret, Grant & Co., Inc., member FINRA/SIPC. Advisory services offered through Sgroi Wealth Advisory Group LLC, an SEC Registered Investment Advisor. Sgroi Wealth Advisory Group LLC, Sgroi Financial LLC, and Cadaret, Grant & Co., Inc. are separate entities.

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Official Rules

1. Winner must comply with all of the rules of the Contest, including, but not limited to, any restrictions on age and/or residency, and have not committed any fraud or deception in entering the Contest or claiming the Prize.

2. The winner must affirm and represent that he/she is not a member of the same household of any such employee or agent.

3. In consideration of the receipt of the Prize, the winner agrees to be solely responsible for any and all taxes and/or other fees, including, but not limited to, any federal state or local income taxes, that are or may become payable as a result of participating in the Contest and/or receipt of the Prize.

4. The winner agrees to allow Sgroi Financial the right to use winner’s name and/or likeness for an unlimited period of time in order to advertise the promotion.

5. The winner expressly releases Sgroi Financial, and any sponsors of the contest, and their respective officers, directors, agents, parent companies, subsidiaries and employees, from any and all claims, demands and/or causes of action of any nature or kind whatsoever, whether presently known or unknown, foreseen or unforeseen, that he/she may have, or may subsequently acquire, as a result of participating in the contest and/or receipt of the prize.

6. No purchase or payment of any kind is necessary to participate in or win contest. Contests are void where prohibited by law.

7. Sgroi Financial is not responsible for telephone system or internet failure, or other inability of entrants to enter due to technical malfunction. Sgroi Financial is not responsible for lost, late or misdirected mail or for printing errors. No mechanically reproduced or completed entries will be accepted.

8. Winners from the previous years are not eligible to win.

9. Only one nomination per teacher will be counted towards the selection of the winner.

10. Limit one winner per household.

11. All federal, state and local taxes apply and are the sole responsibility of the winner.

12. Winner must be able to pick up winning prize within 60 days of being contacted by Sgroi Financial.