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
New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.
Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.
Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.
As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Determine whether you should consider refinancing your mortgage.
How much will it cost to pay off a loan over its lifetime?