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Regina Iafelice, ChFC®
2786 SOM Center Rd
Ste 102
Willoughby Hills, OH 44094-8493
T: 216.342.4756
F: 440.833.4435
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Regina Iafelice, ChFC®
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Reasons to give appreciated stock
Giving appreciated equity can be a gift for both you and your favorite charity.
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Estate & Giving
The appeal and reality of multiple home ownership
Important rental, tax and retirement considerations to consider.
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Family & Lifestyle
Review retirement plan contribution limits for 2023
Consider using tax-advantaged accounts to help lower your tax bill.
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Retirement & Longevity
Take inspiration from retirement lifestyles around the world
Hardly universal, retirement is colored by cultural expectations worldwide.
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Retirement & Longevity
Give wisely to maximize your charitable impact
Contribute to the causes you care about with strategies that match your intentions.
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Estate & Giving
Businesses hoarding workers? Say what?
10/14/2022
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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Economy & Policy
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