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
Niching down is about to become the business latest trend. Here's why this kind of focus might be good for you, too.
FORBES.COM
Why Severely Niching Down Your Business’ Focus Will Lead To A Stronger Bottom Line
Do this now to keep more of your Social Security benefits.
KIPLINGER.COM
Uncle Sam’s Bite of Social Security | Kiplinger
Findings from a new study may reveal why college tuition is so expensive.
FORBES.COM
A New Study Investigates Why College Tuition Is So Expensive
Planning is key when it comes to lowering your taxes in retirement.
KIPLINGER.COM
How to Lower Your Required Minimum Distributions | Kiplinger
Giving gifts to minors in the form of an LLC can help protect them from creditors and predators.
KIPLINGER.COM
Gifts to Minors: LLCs Can Protect Them from Creditors and Predators | Kiplinger
How can investors position their portfolios for the remainder of the year? Find out what high #volatility means for #portfolio adjustments and check out the Multi-Asset Solutions team three illustrative portfolio types to help navigate any shape the post-covid recovery may take. https://mainstayinvestmentsblog.com/2020/07/midyear-outlook-portfolio-allocation-after-covid-19/
When it comes to the election, one of the best things investors can do for their portfolio is to leave politics out of it. Learn why when it comes to the historical performance of markets, the political party in charge makes little to no difference.
NEWYORKLIFE.COM
Politics, Elections, and Your Portfolio.
Debt is a major stressor for families and marriages. It can affect you, your partner, and your children. For simple tips on how important it is to reduce your debt, click here.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Don't start your day with someone else's top priority. Do these things before you check your email in the morning.
FORBES.COM
5 Things To Do Before You Check Your Email
Businesses: If you've put off submitting your loan forgiveness application because it felt complicated, good news is here.
KIPLINGER.COM
PPP Loan Forgiveness Applications are Now Easier | Kiplinger
Learn how to make compound interest work for (and not against) you with this lesson.
BUSINESSINSIDER.COM
Understanding the way compound interest works is key to building wealth or avoiding crushing debt. Here's how to make it work for you
#VeteransDay is a time to remember and give thanks to heroes who have protected our country. Together, we thank you.
Your future is always on the horizon and will be here sooner than you expect. So when do you need to start preparing for it and where do you start? Check out this article to learn more:
NEWYORKLIFE.COM
How to save money—learn to start saving now | New York Life
Will your Social Security benefits be taxed? Depends on where you live, find out if your state is on this list.
KIPLINGER.COM
13 States That Tax Social Security Benefits | Kiplinger
When it comes to retirement, it's not just how much income you'll have. It's how much you'll be able to use. Give me a call to learn how to build tax-free income for your future retirement.
NEWYORKLIFE.COM
New York Life | In It Together At Every Stage. Insure, Invest, Retire.
You've got two options to release your parents from your student loan debt. Let's break them both down.
NERDWALLET.COM
How to Get Your Parent Off the Hook for Your Student Loans - NerdWallet
It’s comforting to know there are still some things you can rely on—like the strength and stability of New York Life. This year marks the 167th consecutive year that our whole life policy owners receive a dividend. Want protection that lasts? Let's talk.
NEWYORKLIFE.COM
Mutuality and Dividends | New York Life Insurance Company
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 do your retirement savings compare?
NERDWALLET.COM
Average Retirement Savings by Age - NerdWallet
Know your limits: Here are the 2021 limits for contributions to retirement accounts.
FORBES.COM
IRS Announces 2021 Retirement Plan Contribution Limits For 401(k)s And More
Financial security is a marathon not a sprint. You need strategies and solutions that adapt to your life as it evolves over time. As a New York Life financial professional, I work with my clients to create strategies that succeed in the here-and-now, and continue to be successful well into the future.
Looking for a little more certainty with your money?
Check out this very special guaranteed interest rate.
It’s only available for a limited time, so contact me today!
Financial balance: we all need it, but it takes work to achieve it. Let me help you create a strategy that puts you on a path to realize your future goals, while keeping your family financially secure today.
Incredible Christmas decor and great gifts for anyone on your list! We will be heading back with our kids to pick out the tree!
Support local businesses every time you get an opportunity! And small business Saturday is tomorrow! Go check this store out!!
Dr. Marci Rossell, expert economic forecaster and former Chief Economist for CNBC, will provide an insider’s perspective on key factors of economic disruption as the host of our next virtual seminar titled: The Economy 2021: A Vaccine, A New White House, Explosive Growth. Please join us on December 17 at 4 p.m. EST. Register today! https://event.on24.com/wcc/r/2870236/31AD237520803C92089EE2B4D2BAC8D8partnerref=0089805 For more information, watch our video here: https://bcove.video/2JrAOD9.
We've heard that diversification is key to investing. But if you've wondered why, and, more importantly, how to achieve it, this will help.
BUSINESSINSIDER.COM
How to diversify your portfolio to limit losses and guard against risk
Wouldn't it be great to create tax-free income for retirement? The right life insurance can protect your loved ones now, and build tax-free income for when you need it most. Give me a call to discuss which may work best for you.
For many grandparents, there's no greater joy than making their grandchildren smile. While a toy can brighten the moment, the gift of education in their future can make them smile for the rest of their lives.
NEWYORKLIFE.COM
Starting college funds for grandchildren | New York Life
I've got a gift idea for the kids, and it doesn't even require batteries. But it will set your child up for a lifetime of added financial security. Give me a call, and we can talk about how to give the gift of a lifetime this year.
NEWYORKLIFE.COM
Give the child you love a gift to last a lifetime.
How do you intend to spend your next chapter? Have you even started planning for it? I’m here to help no matter what stage of retirement planning you’re in. Learn how to start saving for retirement today:
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
You need to know about these retirement medical spending resources.
FORBES.COM
Two Free, Underused Resources For Reducing Out-Of-Pocket Retirement Medical Spending
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.
We may not all be able to get together this year for the holidays, but family is always close to our hearts and on our minds. From our familia to yours, have a happy, healthy, and joyous holiday.
The firsts rule of helping others: Take care of yourself first.
FORBES.COM
3 Ways Retirees Can Responsibly Help Family And Charities
Nobody likes paying taxes, so why pay more than you need to? Don't put it off. Give me a call today to discuss how life insurance can give you guaranteed, tax-free growth through your policy’s cash value and tax-free income as your needs change. https://bcove.video/3hNaWOd
We may not all be able to get together this year for the holidays, but family is always close to our hearts and on our minds. From our family to yours, have a happy, healthy, and joyous holiday.
You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.
Thinking about moving? These states won't tax pension income.
KIPLINGER.COM
14 States That Won't Tax Your Pension | Kiplinger
This #NewYears, make a resolution you can stick with that really matters. Start on the path towards financial security and peace of mind. I can help make it easier on you. Let's talk.
NEWYORKLIFE.COM
5 strategies to diversify investments | New York Life
Honoring Martin Luther King Jr.'s message on #MLKDay.
Gina Gilbert-Green is with Rich Green and Scott Olsson.
January 23 at 8:48 PM ·
"Whether it's friendship or relationship, all bonds are built on trust. Without it, you have nothing" -Unknown
Rich is incredibly humbled & honored to be a trusted financial adviser to many business owners & families ✨🙏🏻✨
CONGRATULATIONS NYL AGENT OF THE YEAR 2020! THANK YOU to Scott Olsson & Reno General Office for our amazing celebratory dinner tonight 💙
Traditional IRAs and Roth IRAs can both provide tax breaks, but in different ways. Learn more about their differences in this interview with CPA Robert Keebler, founder of Keebler & Associates, and The Nautilus Group’s Matt Pate, JD, LL.M. https://vimeo.com/290688606
It's good to get informed before you borrow from your retirement nest egg.
BUSINESSINSIDER.COM
Borrowing from your 401(k) plan can be a fast, advantageous way to meet serious financial needs — here's everything you need to know about 401(k) loans
Thinking about college savings during #FinancialAidAwarenessMonth? This article will give you an overview of how whole life insurance can be an important part of your strategy. When you're ready to get started, give me a call.
NEWYORKLIFE.COM
Supplementing your saving for college with a Whole Life Insurance policy | New York Life
Here are different ways you can pay off your home mortgage early.
TIME.COM
4 Ways to Pay Off Your Mortgage Early and Save Money on Interest
Thanks, Caffeinated Bakery and Coffee Shop, and to Carolee and her incredible team for making my daughter Carmella’s birthday so sweet!
Gina Gilbert-GreenCAFFEINATED
February 5 at 9:27 PM ·
Carmella loved her 15th Birthday cake! Thank you so much 🥳✨💜🙏🏻
When it comes to family, there's nothing you wouldn't do to protect who matters most. Learn how life insurance can help you act on your love. I'm here to help when you're ready. #LoveTakesAction #InsureYourLove
NEWYORKLIFE.COM
Life Insurance - Financial Protection For Your Family | New York Life
This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!
It may sound crazy, but some experts say that by age 30, you should be saving between 50% to 100% of your annual salary to have a very comfortable retirement. Where do you fit into this range? Learn what you can do now to help.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
This #InsureYourLove month it's more important than ever to talk with your loved ones about life insurance. Click here to learn about some of the options available for your family.
NEWYORKLIFE.COM
Compare Life Insurance Plans - Discover Your Options | New York Life
This #PresidentsDay, be the commander-in-chief of your family’s future. Reach out to me, and let's put together a strategy for your financial goals.
Happy Lunar New Year from New York Life. Did you know the definition of the holiday is gift giving? As a New York Life agent, we love giving you the gift of financial stability and being a resource to you. Reach out to me and we can discuss your financial future. https://bcove.video/2D39JDq
I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.
There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.
NEWYORKLIFE.COM
Working after retirement shouldn’t be a backup plan | New York Life
This #InsureYourLove month it's more important than ever to talk with your loved ones about life insurance. Click here to learn about some of the options available for your family.
NEWYORKLIFE.COM
Compare Life Insurance Plans - Discover Your Options | New York Life
Read these tips on how you can help gain financial security during your working years so you can have the flexibility you want in retirement.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.
There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.
NEWYORKLIFE.COM
Working after retirement shouldn’t be a backup plan | New York Life
Ready for more stability? Find out how converting from term to whole life insurance can give you more benefits throughout your life and into retirement. Feel free to reach out with any questions, I'm here to help.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.
Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.
NEWYORKLIFE.COM
Is employee life insurance enough for you? | New York Life
I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.
Ready for more stability? Find out how converting from term to whole life insurance can give you more benefits throughout your life and into retirement. Feel free to reach out with any questions, I'm here to help.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
Leaving a legacy for your heirs requires careful preparation. You’ll want your estate to be passed on according to your wishes, and in the most tax efficient way possible.
Read these tips on how you can help gain financial security during your working years so you can have the flexibility you want in retirement.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
I help many of my clients with tax diversifying their assets with life insurance to help reduce their overall tax liabilities in the future. With the 2017 Tax Cuts and Jobs Act (TCJA) set to expire soon, maybe it’s time to review your financial strategies for the future. Let’s work together to make your money work harder for you.
Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.
NEWYORKLIFE.COM
Make the most of your social security benefits | New York Life
When being sure of something can lead you astray.
MORNINGSTAR.CO.UK
The Perils of Investor Overconfidence
Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!
New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.
NEWYORKLIFE.COM
Life insurance dividend options—Reach your goals | New York Life
Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.
NEWYORKLIFE.COM
Is employee life insurance enough for you? | New York Life
I’m telling all my clients that there’s never been a better time to review their estate plans. With tax exemptions under current law set to expire, we don’t know what the future will hold. However, with the right strategy, you can work to reduce your estate taxes so you can leave a lasting legacy.
Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.
NEWYORKLIFE.COM
5 strategies to diversify investments | New York Life
Deciding when and how to claim Social Security benefits is one of the most important decisions for retirees. Read this article to learn more about your options and then let's talk.
NEWYORKLIFE.COM
Make the most of your social security benefits | New York Life
When being sure of something can lead you astray.
MORNINGSTAR.CO.UK
The Perils of Investor Overconfidence
Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!
New York Life has paid dividends every year since 1854, and just like you, we'll still be going strong in the future. Learn how you can use dividends to boost your financial strength now, later, and in retirement.
NEWYORKLIFE.COM
Life insurance dividend options—Reach your goals | New York Life
Employee life insurance can be a great perk, but it may not be enough for your needs. Reach out and I can go over the best options to keep you secure through retirement.
NEWYORKLIFE.COM
Is employee life insurance enough for you? | New York Life
