Together we can help make sure your loved ones are covered. I’m here to help.
LIFEHAPPENS.ORG
Home – Life Happens
Everyone talks about the importance of diversification for your investments. But what about tax diversification? You can create tax-free income for your future retirement. Call me today to learn more. https://bcove.video/3hNaWOd
How to save money - Learn to start saving now.
BUSINESSINSIDER.COM
Half of millennials who aren't investing are waiting until they earn more money, and they could be making a big mistake
New York Life has a history of helping others after disasters. While we'll always be there to help people in need, it's important to do what you can now to prepare and protect what you love most. #PrepareNow #NatlPrep
READY.GOV
Disasters and Emergencies | Ready.gov
More money in retirement means more time and opportunities to enjoy with the grandkids. If that's not a great reason to start preparing, we don't know what is.
NEWYORKLIFE.COM
Retirement Planning - Help Your Savings Last | New York Life
Fraudsters take advantage of uncertainty and fear, and there's certainly plenty of both during this time of #COVID19. Here are some steps you can take to help protect yourself from scams.
NEWYORKLIFE.COM
Protect yourself from pandemic fraud.
Working from home during Coronavirus has taught us a lot about how we get work done and how we connect with our teammates. This author describes how we can bring what we’ve learned back to the office for a more people-centric work environment.
FORBES.COM
Life After Coronavirus: Why We Should Never Go Back To Business As Usual
Life doesn't always go according to even the best laid plans. Sometimes, we just have to go with the flow. Here are some strategies for doing just that.
FORBES.COM
Council Post: Go With The FLOW: The Power Of Wishing Things As They Are
Joonko helps companies reduce biases in their hiring process and build a diverse workforce. CEO and founder Ilit Raz shares her perspective on diversity in the workplace.
FORBES.COM
Building A Strong Enterprise Through A Diverse, Skilled Workforce
Having extra money in retirement depends on decisions you make today. Give me a call to learn how to get guaranteed, tax-free growth of assets through a life insurance policy’s cash value and tax-free income when you need it most.
NEWYORKLIFE.COM
New York Life | In It Together At Every Stage. Insure, Invest, Retire.
Focused on the leadership approach of New York Life Chairman and CEO Ted Mathas as well as the company’s mutuality and financial strength, the September 2020 Best’s Review cover story “Past as Prologue” explores how New York Life’s 175-year history of successfully navigating challenging events guides the company’s future. Read the full feature here.
NEWYORKLIFE.COM
New York Life’s 175-year history highlighted as a guide to company’s future in ‘Best’s Review’ cover story.
Are you working alongside a partner, spouse, or children? Here are some tips to create a happy co-working environment.
FORBES.COM
Tips For Staying Sane While Working From Home With Your Partner And Kids
For many grieving families during #COVID19, the level of support from healthcare providers can make a huge difference. Jorge Moreno, MD, shares his viewpoint as a frontline worker on the subject.
NEWYORKLIFE.COM
Ask the Expert: Educating non-medical healthcare professionals in supporting bereaved families
Join us on Wednesday, October 28, 2020 at 2:00pm ET for a complimentary workshop on planning issues and the current low interest rate environment, favorable transfer tax and income tax system. Practical strategic wealth planning options will be discussed so you can take action now to protect your wealth and provide for the financial well-being of your family and loved ones! Make sure you register today to reserve your spot! This workshop is being offered in both English and Español. https://nylife.zoom.us/webinar/register/WN_7_yyqU6JTv6s5xZaU6WuFQ
Protect yourself and your loved ones from scams.
KIPLINGER.COM
Watch Out for COVID Cons | Kiplinger
Are you averse to taking risks? Learn how to free yourself to make your next big move.
FORBES.COM
3 Simple Hacks To Help You Take Risks
The best way to put love into action is to start with those closest to you. If you're ready to make a difference for a grandchild in your life, let's talk soon. #LoveTakesAction
NEWYORKLIFE.COM
Starting college funds for grandchildren | New York Life
Preparing for the future can make a difference in the lives of those around you. Read why everyone should have a will, trust, or estate and some tips to get started. If you need any help, feel free to reach out.
NEWYORKLIFE.COM
Everyone should have a will, trust, or estate | New York Life Insurance Company
Trouble paying your tax bills? The IRS is ready to help. https://www.forbes.com/sites/kellyphillipserb/2020/11/02/irs-will-expand-resolution-options-to-help-with-tax-bills-during-covid/?sh=3f1b3ffe58a6
FORBES.COM
IRS Will Expand Resolution Options To Help With Tax Bills During Covid
Whether you're enjoying the day alone or with friends, family, and loved ones, tune in to the @Macys Thanksgiving Day Parade on NBC today to see our float and share in the tradition. #MacysParade#GoodAtLife
NEWYORKLIFE.COM
New York Life’s “Toy House of Marvelous Milestones” float returns for 2020 Macy’s Thanksgiving Day Parade .
Honesty and positivity, plus goal-setting, can go far when you're talking with loved ones about money.
FORBES.COM
How To Have Positive Money Conversations With Your Loved Ones
New investors — this list of tax triggers is for you.
NERDWALLET.COM
4 Tax Triggers New Investors Need to Know About - NerdWallet
FDIC...SPIC...learn the details behind those letters to understand how your money is insured and why it's important to know.
KIPLINGER.COM
FDIC, SPIC: Who’s Protecting Your Assets? | Kiplinger
Delegating can mean accepting "good enough." It can also mean business growth. Here's how.
FORBES.COM
This Is Why Entrepreneurs Who Settle For ‘Good Enough’ Will Get Ahead
You may be surprised to learn why more American's aren't draining their retirement funds right now.
WSJ.COM
Americans Aren’t Draining Their Retirement Funds in the Pandemic
Set these examples, and you and your team will go far.
FORBES.COM
Leading By Example Into The New Year
Is your business on this list? Find out what you can do to protect your digital side.
FORBES.COM
Council Post: What Businesses Are The Most Vulnerable To Cyberattacks?
Think of the current landscape as an opportunity, and you'll come back more resilient than ever.
FORBES.COM
Council Post: Three Ways Leaders Must Reshape Their Workplace For Greater Resilience
Find out why financial security may not be as elusive as you think.
FORBES.COM
Council Post: Two Steps To Take Now To Set Yourself Up For Financial Success In 2021
Remember that your current customers love you. Plus, other tips to make sales a little easier right now.
FORBES.COM
Council Post: How To Sell Products And Services During Difficult Times