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Retirement

9 Facts About Retirement
Social Security: Maximizing Benefits
Choosing a Retirement Plan that Fits Your Business

Estate

Problems with Probate
Four Steps to Valuing an Estate
Estate Management Checklist
A Brief History of Estate Taxes

Investment

The Utility of Sector Investing
The Anatomy of an Index
Alternative Investments - Going Mainstream
A Primer on Dividends
A Taxing Story: Capital Gains and Losses
Inflation & Your Money
How Stocks Work

Insurance

Keeping Summer Safe: Pool and Spa Safety Tips
Making Sense Of A Home Warranty
Inventorying Your Possessions
When Life Insurance Becomes Taxable
Understanding Extended Care
Assess Life Insurance Needs

Tax

How Income Taxes Work
How to Make the Tax Code Work for You
Five Most Overlooked Tax Deductions
Understanding Marginal Income Tax Brackets
Filing Final Tax Returns for the Deceased
What Do Your Taxes Pay For?
Do You Owe The AMT?
What Is a 1035 Exchange?

Money

The Half Million Dollar Baby
Buying vs. Leasing a Car

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Office: 508-926-1433

100 North Parkway

Worcester, MA 01605

John Frongillo maintains the Series 6, 7, & 63, through LPL Financial and Series 65 through Integrated Wealth Concepts

John.Frongillo@IFPadvisor.com

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