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
A sound retirement plan should be based on personal circumstances, and no one strategy is suitable for everyone. This article looks at four goals that a retirement strategy should address.
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
This article covers the decline in college enrollment, recent developments in student debt and financial aid, and tips for making cost-effective decisions.
Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders 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.