Insurance - Retirement - Income - Final Expense Planning
Ralph J. Lagriola, RFC, CSA, LUTCF, FEPS®
908-272-7250
Ralph.IBS@gmail.com
Ralph J. Lagriola, RFC, CSA, LUTCF, FEPS®
908-272-7250
Ralph.IBS@gmail.com
Earnings season can be a volatile period for stocks. As investors digest and respond to new data, the marketplace rewards some companies and punishes others.
Retirees face unique challenges when managing their income, particularly when it comes to taxes. This article provides an overview of tax-related issues, from taxing Social Security to the new RMD rules and determining when to tap taxable and tax-advantaged accounts.
A tax credit and/or dependent-care flexible spending account might help offset some of the costs paid for a nanny, babysitter, day care, preschool, or day camp.
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.