Top 5 Articles from 2018

In 2018 we officially got the Sgroi Financial blog up and running with articles that were written to help educate and inform the community about financial planning and other topics. Now that 2018 is over, let’s take a look back to see which articles were the most popular. Below are the top five most viewed. Thank you for reading and following our blog!

#5 – Social Security

A 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.

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#4 – 4 things to know about a Will

Having 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.

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#3 – The Sgroi Financial Newsletter (Joseph Sgroi Tribute)

For the Summer quarterly newsletter, we wanted to do a tribute to honor the Sgroi Financial founder, Joseph Sgroi.

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#2 – The Guide to Retirement Checklist

No 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.

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#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.

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Sgroi 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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