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
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.
These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.
During periods of economic uncertainty and stock market volatility, life insurance may be a useful tool to consider.
How much will it cost to pay off a loan over its lifetime?
Determine whether you should consider refinancing your mortgage.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.