Self-care is more than a buzzword, it's an important part of daily life, especially right now. These seven business leaders share ways to avoid burnout during challenging times.
FORBES.COM
7 Business Leaders Share Their Self-Care Secrets
If you were laid off you may still be able to claim unvested 401(k) money from your employer. Find out how.
FORBES.COM
Laid Off? Your Employer Might Owe You Unvested 401(k) Money
For many people, adjusting to the "new normal" means coping with less money. If you find yourself in this boat, here are some things you can do now to help you manage until you're back on solid ground.
NEWYORKLIFE.COM
How to adjust when your financial situation changes.
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
If you haven't received a stimulus check, you might still be able to collect yours.
KIPLINGER.COM
Stimulus Check Update: 9 Million Americans Could Still Claim a Payment | Kiplinger
Are you protecting yourself online as much as you should be? Learn how fraudsters are taking advantage of #COVID19 and what you can do to help stay secure.
NEWYORKLIFE.COM
Protect your digital life.
Even though #COVID19 is taking an emotional toll on everyone this year, for some, there may be a silver lining. Here are a few tips that can help you make the most of the money you've saved from working at home.
NEWYORKLIFE.COM
Boost savings and help reduce your debt in the COVID-19 era
In between strolling through open houses — whether virtual or real — read up on the 30/30/3 home-buying rule.
BUSINESSINSIDER.COM
If you're an aspiring homeowner, use the 30/30/3 rule to figure out what kind of house you can afford
While #COVID19 affects all of us, different generations seem to view its impact differently according to a new survey by New York Life.
NEWYORKLIFE.COM
New York Life data finds parents and their adult children have different outlooks on their financial future navigating life beyond COVID-19
Our mobile devices have become a social lifeline during #COVID19, yet they can still expose us to vulnerabilities if we're not careful. Learn how you can help safeguard your digital life against disruptions.
NEWYORKLIFE.COM
Protect your digital life.
Some aspiring business owners get a loan. Some don't. Find out how you can be part of the first group.
FORBES.COM
What Small Business Owners Should Know About Getting A Loan
This is the year to maximize your employee benefits. Start preparing now to make the most of open enrollment.
KIPLINGER.COM
This Year’s Benefits Open Enrollment Period Is an Opportunity You Don’t Want to Miss | Kiplinger
Heather Nesle, President of the New York Life Foundation talks with Jorge Moreno, MD, Assistant Professor at Yale School of Medicine, to get a frontline physician's perspective on the #COVID19 crisis and why bereavement support matters.
NEWYORKLIFE.COM
Ask the Expert: Educating non-medical healthcare professionals in supporting bereaved families
What sorts of scary goblins lurk in the shadows of your family finances? Let's uncover them together and talk about how to reach your goals. #HappyHalloween
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Planning for a better tomorrow means taking care of your health today. That's why it's important to to start having regular screenings early on. #BreastCancerAwareness
Breast Cancer Awareness Month reminds us how important it is to take care of your health. Stay informed, protected, and prepared. #BreastCancerAwareness
Before you co-sign a mortgage, consider these questions.
LOANS.USNEWS.COM
Should You Co-Sign a Mortgage Loan?
Get ready to delegate. These six tips will help you maximize productivity and develop your team.
FORBES.COM
How To Delegate Effectively
All treats no tricks. New York Life is hosting a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
Buying a home when you still have student loan debt is possible. Take these tips into account before you apply for a mortgage.
WSJ.COM
What to Do if Your Student Loans Make It Hard to Get a Mortgage
If you’ve considered applying for a life insurance policy but aren’t sure where to start, here are 6 things to think about to help you make the right decision.
NEWYORKLIFE.COM
Six things you should know about life insurance now.
Decipher the alphabet soup of Medicare with this primer.
KIPLINGER.COM
How to Pick the Right Medicare Plans for You | Kiplinger
Protect yourself and your loved ones from scams.
KIPLINGER.COM
Watch Out for COVID Cons | Kiplinger
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.
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
Virtual learning is challenging on the best days. These products make it easier.
NERDWALLET.COM
9 Low-Cost Ways to Make Virtual Learning Easier for Kids - NerdWallet
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
Join us this weekend for a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
In a celebration of resilience and strength, New York Life is helping #MonumentalWomen create the first statue of real women in Central Park, including suffragette Susan B. Anthony.
https://monumentalwomen.org/
All treats no tricks. New York Life is hosting a virtual Halloween event on 10/31 with the Story Pirates. It’s a free, fun and, most of all, safe way to celebrate Halloween with your kids. RSVP today. https://nylife.zoom.us/webinar/register/WN_FOfxQS6XScWJO_EY8Yf-QA
In honor of Military Family Appreciation Month, we want you to know that we celebrate you and stand by you—today and every day.
Confused about annuities? This should help.
NERDWALLET.COM
Annuities: What They Are and How They Work - NerdWallet
Stave off burnout and encourage your team to take a break. It may start with a little time off for yourself.
FORBES.COM
Council Post: How To Encourage Employees To Take Time Off And Recharge
Gender can influence the way we see, experience, and react to the world around us, and that includes our financial strategies. Learn how gender may affect the way you prepare for retirement.
NEWYORKLIFE.COM
Understanding how gender impacts retirement readiness | New York Life
New York Life Chairman and CEO Ted Mathas recently appeared on Yahoo Finance to discuss the company’s response to #COVID19 and the economic uncertainty of 2020. He highlighted how the combination of New York Life’s 175-year track record of successfully navigating challenging times and commitment to preparedness allows the company to be confident in its ability to remain well-positioned. He also emphasized the importance of remaining agile and humble. Watch the full broadcast here.
NEWYORKLIFE.COM
Ted Mathas discusses benefits of New York Life’s preparedness in Yahoo Finance broadcast appearance.
As many students return to the classroom, 75% of educators strongly agree that support for students has never been more important. Learn about some of the resources available in this new survey by #NYLFoundation & the American Federation of Teachers.
NEWYORKLIFE.COM
Educators say COVID-19 has greatly exacerbated the grief support crisis in schools, according to new survey from the New York Life Foundation and the American Federation of Teachers.
Read this article where women leaders share their experiences — and truths — with thriving despite the pandemic.
FORBES.COM
Women Make Strides In Business Ownership—And Find New Ways To Thrive—Despite Threats From Covid-19
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
When it comes to family and friends, even loans and gifts can get tricky. Learn from this court case, and make sure your financial arrangements are clear.
KIPLINGER.COM
Gifts vs. Loans: Don’t Be Generous to a Fault | Kiplinger
Thinking about refinancing? You might be able to do it online.
LOANS.USNEWS.COM
Can You Refinance Your Mortgage Online?
Whether you're caring for children and parents, siblings and grandparents, or aunts and uncles, caregiving is a part of your life. This #NationalFamilyCaregiversMonth, let's explore your options together.
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Your #Thanksgiving table might look different this year. But even if you can't pass the mashed potatoes, your love for your family never changes. As the holiday season gears up, let's talk about how you can put that love into action.
NEWYORKLIFE.COM
Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life
How can you develop and maintain trust with your customers? Start from a place of integrity and transparency to build rapport with them.
FORBES.COM
Council Post: Building Trust To Win Hearts And Minds In A Values-Based Economy
Balance. Yin & Yang. Harmony. Whatever you call it, it’s necessary for a good life. The same goes for your finances. You can protect your family today while saving for your future. If you need financial balance, let’s talk.
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
Did you know @NewYorkLife was founded 79 years before the very first #MacysParade? Kick off your Thanksgiving by watching our float make its way in front of @Macys Herald Square on 34th Street. #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
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
With financial concerns from #COVID19, it’s important to still have access to a trusted professional. Learn how we've made sure you can get the guidance you need through video-conferencing, digital applications, and other technologies.
NEWYORKLIFE.COM
From home, whenever you need us: How we’re embracing technology to serve our clients
Planning for tomorrow pays dividends today - that's especially true for New York Life clients who purchased whole life policies just a few years back. Contact me to secure a better future for you and your loved ones with a participating policy. #GoodAtLife
NEWYORKLIFE.COM
Mutuality and Dividends | New York Life Insurance Company
We all know we should live within our means. These tips can help us stay on budget.
FORBES.COM
11 Ways To Combat Lifestyle Inflation
Proud to share ‘The Girl with the Locket,’ a book by the #NYLFoundation for #ChildrensGriefAwareness month. For each download of the free e-books, $1 will be donated to nonprofits that support grieving children, including those affected by #COVID19, up to $350,000. #KaisJourney
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 .
Sharing our success is just one way we show our appreciation to policy owners. Talk to me about how you can protect your future and benefit from our financial strength. #GoodAtLife
NEWYORKLIFE.COM
Mutuality and Dividends | New York Life Insurance Company
Phased retirement might just be the best of both worlds, according to writer Bruce Horovitz. Here's how to find out if it's right for you, too.
WSJ.COM
The Pleasure of Phasing Into Retirement
Being carefree is not just for the young. With a reliable stream of guaranteed income in retirement, you won't have to worry about outliving your savings. Let's make the most of your retirement.
NEWYORKLIFE.COM
Annuities - Generate a Pension-Like Income | New York Life
New investors — this list of tax triggers is for you.
NERDWALLET.COM
4 Tax Triggers New Investors Need to Know About - NerdWallet
You want to give your little one the best possible financial future. Here are a few tips to help you get started.
FORBES.COM
Money Tips For New Parents
Congratulations, you paid off your student loans! Here are a few ideas on what to do now.
BUSINESSINSIDER.COM
3 smart ways to spend your money when you finish paying off your student loans
Taking a big leap in your life can help you develop true confidence and create more options for your future.
FORBES.COM
Why Faking It Fails And How To Start Banking True Confidence
Regardless of how much you earn, and how much you can afford to set aside, it's still possible to save. Here are a few tips.
BUSINESSINSIDER.COM
3 strategies to save money and build wealth, even if you feel like you don't earn enough
Whether you're gathering together or celebrating from a distance, we hope your home is filled with the love of family this holiday season. #HappyHolidays
Don't fret if you're not quite ready for retirement. Instead, think through these questions.
FORBES.COM
What If You Haven’t Saved Enough For A “Comfortable” Retirement?
We wish you joy, happiness, and good health this season, and all the days to come. #HappyHolidays
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
Faisa Stafford, President and CEO of Life Happens, explores three reasons why life insurance is quickly becoming a key topic during COVID-19. #LIAM20 https://www.linkedin.com/pulse/3-reasons-life-insurance-key-topic-during-covid-19-faisa/
Balancing your financial goals with caring for your family can be tough. But as one personal finance writer discovered, having a retirement saving strategy can help.
BUSINESSINSIDER.COM
I'm using 3 strategies to save for retirement in my 30s, and they'll help me build first-generation wealth as a Vietnamese American
What does a "bear market" mean for you? Let's break it down.
FORBES.COM
How To Size Up An S&P 500 Bear Market
Can you deduct your home office? And other important tax questions for anyone working from home.
FORBES.COM
The Tax Rules For Home Businesses And Working From Home
This primer on liquid assets could help you in case of an emergency.
BUSINESSINSIDER.COM
What are liquid assets? A guide to the investments that are easiest to cash in, and why they're important
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.
The holiday season has just about arrived. And while it may look different this year, it doesn't have to be cancelled. Let the holiday preparation begin!
NEWYORKLIFE.COM
A surprisingly perfect gift for your kids or grandkids. | New York Life
Time for a change? Becoming a New York Life Agent is more than just a job for me. It was my opportunity for growth, advancement, and a career that makes a difference. Interested? Contact me. I can put you in touch with someone.
Even if you haven't saved as much as you wanted, or planned, for retirement, there is still reason to hope and there are steps you can take.
FORBES.COM
You’re 60-Something With “Only” $100,000 Saved Towards Retirement. Now What?
Happy Winter! This is the perfect season to curl up around the fire with a mug of your favorite warm beverage and catch up with your family about…finances! I've got some ideas and inspiration to get you started.
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Don't rely on hope when it comes to your retirement. See if you're really ready, in five minutes or less.
FORBES.COM
The Five-Minute Retirement Reality Check
Whether your first Social Security check is imminent or still years away, make sure you understand the basics about your benefits.
KIPLINGER.COM
Social Security Basics: 12 Things You Must Know About Claiming and Maximizing Your Social Security Benefits | Kiplinger
Whether they are curled up next to you or calling from a distance, family are the people you love the most. You'd do anything to protect them. And I'm ready to help you with that.
NEWYORKLIFE.COM
6 Reasons to Buy Life Insurance | New York Life
You may already know that annuities can help protect you from outliving your savings, but did you know there are a range of options available? Learn more about the different types here.
NEWYORKLIFE.COM
Understanding Annuities | New York Life
Outliving your savings is a concern many people face in retirement, but there are ways to protect yourself. Learn how annuities can help provide you with guaranteed lifetime income and peace of mind.
NEWYORKLIFE.COM
Understanding Annuities | New York Life
It's easier than ever to declutter and make a little money out of it at the same time.
KIPLINGER.COM
Retirees, Declutter for a Profit | Kiplinger
There are upsides to starting a business right now. Here's how to make the most of them.
LOANS.USNEWS.COM
Funding a New Business During COVID-19
Caring for a loved one while raising children of your own can be exhausting—emotionally and financially. Learn how #COVID19 has affected others in the sandwich generation, and what you can do to help yourself.
NEWYORKLIFE.COM
Having a financial partner can improve the long-term financial outlook of the Sandwich Generation/
The spirit of the season lives in the hearts and homes of those in your community. From my family to yours, we wish you a happy holiday.
Maybe you welcomed a new life into your home last year. Or maybe this will be the year you buy a place of your own. Either way, #NewYears is the perfect time to look ahead and ensure your policies and goals are in sync. I'm here to help any way I can.
NEWYORKLIFE.COM
Major life events that can affect your life insurance | New York Life
It's OK if you and your partner don't walk down the aisle but you might consider an agreement to help ensure financial security.
KIPLINGER.COM
Living Together, But Not Married? Consider A Cohabitation Agreement | Kiplinger
Thinking about moving? These states won't tax pension income.
KIPLINGER.COM
14 States That Won't Tax Your Pension | Kiplinger
There's no better way to celebrate our 175th anniversary than to honor those making a difference during #COVID19. Learn how #NYLFoundation is recognizing these extraordinary individuals with $1.75M in grants to nonprofits with the #LoveTakesAction award.
NEWYORKLIFE.COM
Love Takes Action Awards winners.
As we begin a brand-new year, I'm wishing you and yours the very best in 2021. If buying or updating your life insurance is on your list of goals for the year, I can help make sticking with that resolution a piece of cake.
NEWYORKLIFE.COM
Five good reasons why whole life can be good for your portfolio. | New York Life
Required minimum distributions are returning in 2021. Let’s talk about how you can prepare now with a deferred annuity from New York Life. Click here for more information.
NEWYORKLIFE.COM
Deferred Annuity - Create Future Retirement Income | New York Life
Let's face it — focus is elusive when working from home as a parent. These tips might help.
FORBES.COM
Council Post: Three Tips For Improving Your Focus If You're A Parent Working From Home
Our #LoveTakesAction award recognizes extraordinary people who have served their communities during #COVID19. Click here to learn about some of these individuals, and the nonprofits they chose to receive a portion of $1.75M in grants from #NYLFoundation.
NEWYORKLIFE.COM
Love Takes Action Awards winners.
The Sandwich Generation has spent thousands of dollars in total care for their dependents over time—and #COVID19 is intensifying this budget crunch. Read about some of our latest insights into these economic trends.
NEWYORKLIFE.COM
Understanding the ‘new’ Sandwich Generation: Insights from New York Life research.
With an enhanced demand on schooling, healthcare, and changes to everyday work and life, the Sandwich Generation is facing numerous pressures due to #COVID19. Read some of the latest insights from our research here.
NEWYORKLIFE.COM
Understanding the ‘new’ Sandwich Generation: Insights from New York Life research.
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
These ideas will help you show big appreciation for your small business team.
FORBES.COM
3 Creative Ways To Support Your Small Business Team This Holiday Season
Inhale…exhale…And now you're ready to dig into these W2 changes.
FORBES.COM
Big Reporting Changes, Coming To A 2020 W-2 Near You
“If you can't fly then run, if you can't run then walk, if you can't walk then crawl, but whatever you do you have to keep moving forward." Wise words to live by, on #MartinLutherKingDay.
If you're not saving for retirement, check out these two reasons for starting early.
BUSINESSINSIDER.COM
I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons
Whether you've been married for years or are starting this year as newlyweds, the cold winter months are a great time to hunker down and talk through the financial details of your life together. Need help getting started? That's what I'm here for.
NEWYORKLIFE.COM
Marriage and money—things to discuss before marriage | New York Life
As we all continue to navigate the challenges of COVID-19, adapting to change has become a new narrative. Whether you're facing loss of income or needing to stay home to take care of your kids as they remote-learn, this article may be able to help.
NEWYORKLIFE.COM
How to be a stay-at-home parent in 3 steps | New York Life
How much interest are you earning? This guide puts it in terms anyone can easily understand.
NERDWALLET.COM
How Much Interest Can I Earn on $100, $1K or $10K? - NerdWallet
January is the perfect time to mark #FinancialWellnessMonth, don't you think? We could all use a little reset after the holiday shopping season. Get in touch, and we'll get started on your financial resolutions.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
When should you claim Social Security? Read this and find out.
MARKETWATCH.COM
How retirees can make smarter decisions about when to claim Social Security
Tax breaks aren't just for the wealthy. Take advantage of these opportunities.
KIPLINGER.COM
11 Tax Breaks for the Middle Class | Kiplinger
Between "alphabetizing spice cabinet" and "color coding closet," add "organizing finances" to your list for #GetOrganizedMonth. Ask me how LifeFolio can help.
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Today we honor Martin Luther King Jr. For more than 60 years, his legacy has had a positive impact on our nation. At New York Life, ensuring that our workforce reflects the full spectrum of families and communities across the country is important to us.
Good news for your retirement taxes. New rules coming in 2022 could reduce your tax bill.
KIPLINGER.COM
Smaller IRA Withdrawals Coming Up | Kiplinger
APR? Interest Rate? Let's break it down.
LOANS.USNEWS.COM
APR vs. Interest Rate: What's the Difference?
Learning to let go - and other tips for an efficient 2021.
FORBES.COM
5 Ways To Secure Productive Efficiency In 2021
These are the habits that make a difference in how far you'll go. And here's how to get them in top shape.
FORBES.COM
Fix Your Keystone Habits To Transform Your Life
How long you work can make all the difference in your retirement life. Here's how.
FORBES.COM
How Working Longer Makes A Difference In Retirement Security
Your goals deserve the same attention and dedication you give to the people you love. With a specialized focus on your needs, backed by 175 years of financial strength, I can help you accomplish what your heart's set on.
The firsts rule of helping others: Take care of yourself first.
FORBES.COM
3 Ways Retirees Can Responsibly Help Family And Charities
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
Are you saving enough? See how your habits stack up and whether they need a refresh.
NERDWALLET.COM
More Americans Are Saving Than Ever Before, Though in Unequal Amounts - NerdWallet
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
There are pros and cons to adding your kids to your credit card. See how they balance out for you.
CREDITCARDS.USNEWS.COM
Will Adding Your Children as Authorized Users Help Their Credit?
Consider these Do's and Don'ts before you team up with a partner to start a business during retirement.
KIPLINGER.COM
Retirees' Guide to Do’s and Don’ts of Business Partnerships | Kiplinger
Setting up a virtual event? Learn from these common mistakes.
FORBES.COM
Council Post: Setting Up A Virtual Event? 15 Common Mistakes To Avoid
Retirement age but not quite ready? Sometimes women find themselves caught in the middle.
FORBES.COM
Women Caught In Between And Facing Uncertainty In Retirement
Thinking about retirement outside of the US? Check out your options in these countries.
FORBES.COM
An Affordable Retirement Awaits You, But Maybe Not In The U.S.
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
A few different perspectives on how to make sure your loved ones keep all of the money you gift, or lend them, for a new home.
FORBES.COM
How To Give Adult Children Money For A Home, And Avoid Tax Problems
Our new report shows surprising changes in the demographics of the sandwich generation—those who care for both their children and aging parents—as well the financial responsibilities facing this generation as a result of #COVID19.
NEWYORKLIFE.COM
New York Life research highlights how COVID-19 has changed the Sandwich Generation
Juggling your financial needs and long-term goals while caring for your children and aging parents can be a lot to handle. Here are some ways to help ease the burden.
NEWYORKLIFE.COM
Balancing retirement and caretaking | New York Life
Your 2021 side hustle starts here.
TIME.COM
5 Tips for Starting a Side Hustle From Experts Who’ve Done it Before
If paying off debt is a new year's goal for you, here's what you could be looking for.
NERDWALLET.COM
How to Make Good on Your Resolution to Pay Off Debt in 2021 - NerdWallet
Take comfort if any of these signs rings true for you.
BUSINESSINSIDER.COM
7 signs you're rich, even if it doesn't feel like it
Retirement age but not quite ready? Sometimes women find themselves caught in the middle.
FORBES.COM
Women Caught In Between And Facing Uncertainty In Retirement
Thinking about retirement outside of the US? Check out your options in these countries.
FORBES.COM
An Affordable Retirement Awaits You, But Maybe Not In The U.S.
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
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
If you're taking the standard deduction this year, this one's for you.
KIPLINGER.COM
What's the Standard Deduction for 2020 vs. 2021? | Kiplinger
The IRA primer you could be looking for.
KIPLINGER.COM
Traditional IRA Basics: 10 Things You Must Know | Kiplinger
Stop annoyances in their tracks by doing this one thing effectively.
FORBES.COM
The Real Reason You Get Annoyed At Work
Today is a day we should all feel proud to be Americans. From all of us at New York Life to the great people of this nation: Happy President’s Day.
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.
Read this opinion piece on if working longer will save your retirement and then decide for yourself.
MARKETWATCH.COM
Opinion: Will working longer save your retirement?
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
As grandparents, it’s hard not to be close to your family. But a simple act of love can show your loved ones just how much you care. Getting life insurance is just that. It’s something you can do today to ensure your loved ones are protected tomorrow. Reach out to me to find out how you can insure your love.
Take care of your employees and…you know the rest. Here are six ways to show your employees how much you value them so they'll take care of your customers.
FORBES.COM
Council Post: Recognizing Your Company's Most Important Asset
Keeping your family safe is a way to show your love. During this pandemic, safety often means staying away. But there’s another way to show you care: Giving the gift of life insurance can secure the future for your family. Reach out to me to help you insure your love.
The future may be uncertain, but the love for your family is never in doubt. Learn how life insurance can help ensure your family's future remains secure and your dreams intact. Reach out if you have any questions—I'm here to help. #LoveTakesAction
NEWYORKLIFE.COM
Life Insurance - Financial Protection For Your Family | New York Life
Make this your year of reinvention.
FORBES.COM
Council Post: Want To Be More Innovative In 2021? Start By Prioritizing Consumers’ Well-Being
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
New York Life has been recognized by J.D. Power as #1 in Customer Satisfaction among Individual Annuity Providers.
Don't keep these money saving tips to yourself.
BUSINESSINSIDER.COM
4 of the worst-kept secrets for saving more money
Getting your taxes done? Ask about fees and other details before you sign up.
KIPLINGER.COM
5 Tips for Finding a Tax Preparer | Kiplinger
Today we celebrate women's achievements not only to recognize great accomplishments, but also to remind us of the accomplishments we have yet to achieve. Together, let's strive to create a more equal, inclusive, and better world. #IWD2021
Family takes love, and love takes action. Whether you're caring for your children, your children's children, or an adult relative, learn how life insurance can ensure those you love are protected for a lifetime. #LoveTakesAction
NEWYORKLIFE.COM
Life Insurance - Financial Protection For Your Family | New York Life
New York Life claimed the top spot in the Insurance: Life and Health category in the 2021 World’s Most Admired Companies ranking from @Fortune.
NEWYORKLIFE.COM
New York Life is #1 in our industry in 2021 Fortune World’s Most Admired Companies ranking.
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
Check out these tips for how to approach the distribution and division of assets in your estate plan.
FORBES.COM
Splitting The Baby: Dividing Assets In An Estate
Be the grandparent that teaches lifelong money lessons.
KIPLINGER.COM
How Grandparents Can Help Their Kids to Raise Financially Responsible Grandkids | Kiplinger
Don't hold out for finding a pot of gold. Get your financial goals in order and let's get to work making your wishes come true.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
You may be losing an hour of sleep to #daylightsavingtime, but you're gaining an extra hour of daylight. Look on the bright side by reviewing your financial goals, updating your policies, and thinking about all you want to accomplish.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
Make sure you take advantage of all the available tax credits.
MARKETWATCH.COM
Low-income earners and those with lost or cut wages in 2020: Don’t forget this tax credit
Thinking about a Roth IRA? Start here.
KIPLINGER.COM
Roth IRA Basics: 11 Things You Must Know | Kiplinger
All you need for Credit Education Month is some spring energy, and more info about how to get your finances in order. I'm here to help with that last part. Read this article and give me a call to get started.
NEWYORKLIFE.COM
Six Tips on How to Avoid Debt | New York Life
Did you pay back a RMD in 2020? Here's how to report it in your taxes.
KIPLINGER.COM
Tax Tip: Reporting a 2020 RMD From an IRA That You Later Returned | Kiplinger
Think getting life insurance is complicated? It may be easier than you think. #HelpProtectOurFamilies
NEWYORKLIFE.COM
What is Term Life Insurance? See our beginner's guide | New York Life
Not only does it help with their financial literacy, it also creates another way to bond with your child.
FORBES.COM
How To Involve Your Kids In Your Family Budget
Whether your decision to buy life insurance is an emotional one, financial one, or both, protecting your loved ones should always come first. #HelpProtectOurFamilies
NEWYORKLIFE.COM
6 Reasons to Buy Life Insurance | New York Life
Join us in celebrating #WomensHistoryMonth on Tues., 3/23, 3-4 pm EST, with a special virtual event hosted by New York Life's Cultural & Women's Market Team. Find inspiration and insights you can apply to your daily life. Click to reserve your spot today. https://nylife.zoom.us/webinar/register/WN_xYM_TwwZQaqkcOlJPIV1fQ
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!
As a company, having your best interest at heart is what has set us apart for over 175 years. Learn how New York Life ranks among the best companies in Newsweek’s annual “America’s Best Customer Service” list.
NEWYORKLIFE.COM
New York Life leads the industry in Newsweek’s America’s Best Customer Service ranking
Business owners: These tips can increase your funding and your knowledge.
FORBES.COM
This Nonprofit Offers Loans To Female Entrepreneurs, And Other Smart Ways To Fund Your Business
$1 million in coverage may sound like a lot, but if you watch this video, you’ll see how our Million Plus Level Term Life Insurance can protect your family’s lifestyle and future—for less than you might think. Take a quick look, and then let’s talk.
https://bcove.video/3vw7P4x
Wondering if you would benefit from delaying your RMDs? Read on to find out more.
MARKETWATCH.COM
These are the people who benefit most from delaying required minimum distributions
Even during the most difficult times, we'll be here for our policy owners when they need us most. Read about New York Life's financial results from 2020 here.
NEWYORKLIFE.COM
New York Life Announces Strong 2020 Financial Results Underscoring Company’s Enduring Financial Strength
Try these tips to boost your Social Security payments.
FORBES.COM
3 Big Moves To Boost Your Social Security Payments
Everything changes in spring. The temperatures rise. The flowers bloom. Even our wardrobe changes. How about your life insurance—is this the year to convert to a long-term solution?
NEWYORKLIFE.COM
Term Life Insurance Conversion - Upgrade Your Policy | New York Life
