Top 5 Articles from 2018
#5 – Social SecurityA key part to the retirement plan, social security can be tricky to understand all the benefits that are available to you. This article is a good starting point to learn the basics about social security. Read Article
#4 – 4 things to know about a WillHaving a will is important to secure the needs and wishes for loved ones that you leave behind. It is a topic that unfortunately we see not being discussed enough which is why we wanted to provide more knowledge to help those who need it most. Read Article
#2 – The Guide to Retirement ChecklistNo matter what age you are, your end goal should be retirement. Getting there can be done in many different ways but we provide a checklist of items that are most helpful to getting you ready for retirement. Read Article
#1 – What does it cost to have a financial planner?Not surprising that the number 1 most viewed article is about cost and how the financial industry gets paid. A good advisor should be transparent with you and example all details of what you’re getting for a service as well as the costs you’re paying. Read Article
ABOUT SGROI FINANCIALSgroi Financial is a full service, independent financial planning firm proudly serving the Western New York area since 1971. We offer services that will help you achieve your financial goals including retirement planning, investment management, estate planning, college planning and insurance. We help individuals, families, retirees, working adults, young adults and businesses.
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