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
Purchasing a fixed annuity shifts the risk for future investment returns to the insurance company and could help create a pension-like income stream for retirement.
This article explains how a mortgage recast works to enable a homeowner to reduce a monthly mortgage payment without having to refinance and why it may be an appealing solution in certain situations.
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
A teen with a part-time job can contribute to a Roth IRA, which is a flexible way to accumulate funds for college, retirement, and other long-term needs.
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.