Sgroi Lawley Group, LLC

How can business owners balance investing in their business while also planning for their future? In this episode, we are joined by Summer McKellar as we discuss retirement planning strategies for employers, the importance of preparing early for retirement, and how offering retirement benefits can support both business goals and employee retention. Listen to our latest podcast to learn more on Apple Podcasts or Spotify, or watch on YouTube: https://ow.ly/xpqo50Z2Lbm

We had a great time recording our latest episode of Plan. Protect. Invest podcast. Stay tuned for the link to our full episode tomorrow!

Are you exploring the most effective ways to save for a child’s education? Understanding the differences between accounts like UTMAs and 529 plans can help you choose an approach that aligns with your goals, flexibility needs, and long-term tax strategy.

Your child chose a different path? You’ve still got options. Trade schools, study abroad, or even a Roth IRA, understand the real flexibility 529 plans offer. Click here to learn more: https://ow.ly/w2Qh50YzasJ

What happens to your business if a partner unexpectedly exits? Matthew McAnulty, CFP®, EA discusses how a buy-sell agreement can help establish a clear plan for ownership transitions and support business continuity. Without one, ownership could transfer in unintended ways. Planning ahead and reviewing valuations regularly can help businesses prepare for future transitions. Listen to the full podcast on Apple Podcasts or Spotify, or watch on YouTube: https://ow.ly/1UFH50YXGtM

How did markets perform this quarter? The S&P 500 ended down 4.3%, with the Nasdaq seeing the largest decline among major indexes. The Dow held up a bit better, while small caps were a relative bright spot, finishing the quarter in positive territory. Despite the pullback, markets ended the quarter with a strong final trading day, showing resilience to close out the period. Watch our full Market Moves segment to learn more: https://ow.ly/bVxi50YXF1p

What is your business really worth? Business valuation isn’t one-size-fits-all. Whether using an income-based, market-based, or asset-based approach, each method can lead to a different perspective on value, depending on your goals. From planning a sale to structuring stock options or preparing for succession, understanding the purpose behind your valuation is key. Our team is here to help you navigate your options and make informed decisions for the future. Listen to the full podcast on Apple Podcasts or Spotify, or watch on YouTube: https://ow.ly/z9fm50YVaUb

Our Spring Newsletter has sprung! 🌷 Check out this latest edition for a comprehensive market update, insights on homeowners insurance, a message from our partners, and whether a Roth conversion may be right for you. Read here: https://ow.ly/Kha750YVaVq

Volatility is a normal part of investing, often driven by different events and market conditions each year. While it can feel uncomfortable in the moment, history shows markets have consistently worked through periods of uncertainty over time. Watch our full Market Moves segment to learn more: https://lnkd.in/gk_EEcQ2

What should business owners consider before selling their business? In this episode, the team breaks down key considerations including valuation, tax planning, and succession strategies to help support a smooth transition and long-term planning goals. Listen to our latest podcast to learn key steps in the process and how we can help you along the way. Listen on Apple Podcasts or Spotify, or watch on YouTube: https://lnkd.in/eHk_VpNM