Time for some smart planning. Choosing the right investments now can help ease your tax burden later on. Learn how to maximize your retirement fund for a brighter financial future.
NEWYORKLIFE.COM
Investment strategy and taxes. | New York Life
An expanding family brings new financial responsibilities. Start protecting your loved ones today with a solution that grows as your needs change.
NEWYORKLIFE.COM
Growing Family - Protection For Your New Baby | New York Life
Living with a chronic illness like diabetes can not only be hard on your health, but your finances as well. Read these tips for managing your health and financial future.
NEWYORKLIFE.COM
Five essential planning tips for chronic illnesses. | New York Life
When you have retirement goals, you have the blueprint for how to best manage your money. Read this article to help you set up yours and give me a call if you need any help.
NEWYORKLIFE.COM
Retirement budgeting—Manage retirement spending | New York Life
Right now, customer retention is one of the keys to recovery. Here are three reasons why.
FORBES.COM
Council Post: Three Reasons Small Business Recovery Relies On Customer Retention, Not Acquisition
People trust AI more than ever to help them make decisions on all kinds of products and services- but what about in the financial services industry? Studies show that when it comes to their finances, people still trust other people.
FORBES.COM
Council Post: Does AI Make More Reliable Financial Recommendations Than Humans?
Let's talk money. These tips can help give your children the financial skills they need.
MORNINGSTAR.CO.UK
How to Teach Kids About Money
Do this now to keep more of your Social Security benefits.
KIPLINGER.COM
Uncle Sam’s Bite of Social Security | Kiplinger
When you need long-term care, what matters most? Peace of mind, financial protection, quality care, and being able to spend time with people you love.
NEWYORKLIFE.COM
Long-Term Care Insurance - Cover Your Retirement Costs | New York Life
We’re excited to announce that our “The Power of Knowing” virtual seminar featuring Ed Slott, CPA, is now available for replay on demand until October 23, 2020. Join us to hear Ed share timely advice on cutting taxes now and how to lessen (or eliminate) two biggest barriers to your retirement dreams: Debt and Risk.
To learn more about our featured speaker Ed Slott, click here.
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6188856133001
To watch his seminar, please click here. https://event.on24.com/wcc/r/2597628/1EDE13E1D685A977714C6EB5CB31168D?partnerref=0124168
I wanted to share that, as of a few weeks ago, I earned a new professional designation! The Certification for Long-Term Care (CLTC) adds to my existing knowledge and experience in planning for extended care events and I'm looking forward to helping more people with it.
More about the CLTC here: https://www.ltc-cltc.com/page/about-designation
LTC-CLTC.COM
Certification For Long-Term Care
A well-structured estate plan will help protect your family's finances while you're alive and after you're gone. With a team of professionals, we can help you safeguard your legacy and assets this season.
NEWYORKLIFE.COM
Estate Planning - Protect Your Family's Finances | New York Life
Thinking about an early withdrawal from your 401(k)? Here's what you need to know.
BUSINESSINSIDER.COM
How to withdraw from your traditional 401(k) account early — the strategies to avoid penalties and fees
These tax planning tips can help you keep more of your hard-earned money.
KIPLINGER.COM
Understanding Tax Planning | Kiplinger
To many young families, retirement can feel like a lifetime away. In reality, it is more of a journey than a destination. This article can help you learn how to start saving now, so you can have the retirement you want later on.
NEWYORKLIFE.COM
How to save money—learn to start saving now | New York Life
Given the year 2020 has been, preparing for the unexpected should be on all of our 'to-do' lists. That's why having an emergency fund in place ahead of time can help tremendously. If you still need to get started on yours, this article can help.
NEWYORKLIFE.COM
Why you should have an Emergency Fund | New York Life
Now that you're living your happily ever after, what's next? Since times may be tough right now, I thought this article may be useful to help you with post-wedding finances.
NEWYORKLIFE.COM
Life after marriage - Post wedding financial planning | New York Life
Thousands of remote workers? A small in-person team? Something in between? These communications best practices will help no matter what your workforce looks like.
NEWYORKLIFE.COM
Keeping calm and carrying on during COVID-19 | New York Life
Life can change pretty fast. Shouldn't your life insurance protection be able to keep up? Give me a call to discuss how we can put together cost-effective, customized protection for your family.
NEWYORKLIFE.COM
Term Life Insurance - Protection For A Period of Time | New York Life
Nowadays, almost everyone is dealing with debt in one form or another. The hard part is paying it off while not letting it jeopardize your potential for financial growth. Read these tips to help you manage your debt while building for the future.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Buying a home is a big deal—for you and the ones you love. It's also a big expense. Give me a call to learn how life insurance for mortgage protection can be a reliable way to help secure your family's home.
NEWYORKLIFE.COM
Mortgage protection—Utilize life insurance | New York Life
Fund your reopening by tapping into resources from federal, state, and local government, as well as the private sector.
NEWYORKLIFE.COM
Covering the costs of a small business comeback | New York Life
What does financial freedom mean to you? Read these tips and then let's talk. I can give you a stronger financial footing to help you reach your goal.
NEWYORKLIFE.COM
Taking steps to financial freedom | New York Life
With long and short-term goals for your family, versatile life insurance is a must. Watch this video and contact me to find out how a portfolio of protection may be a more cost-effective solution than a single policy for the ones you love most. https://bcove.video/2GUz2cs
For many young adults, the idea of going back to school is a common one. Whether you're newly married or even new parents, there may be no better time than now to do it. But is it worth it? This article can help you decide.
NEWYORKLIFE.COM
Is going back to school worth it? | New York Life
Thinking outside the box has always helped you live your best life. That's why a customized portfolio of life insurance protection that gives you the flexibility you need may be the right fit for you and your budget. Give me a call to learn more. https://bcove.video/2GUz2cs
Due to COVID-19, many people are starting to think more about life insurance. For many young families, term life may be the best, most affordable way to get started. If you have any questions, please feel free to reach out. I'm available any time.
NEWYORKLIFE.COM
What is Term Life Insurance? See our beginner's guide | New York Life
Can all of your business be done remotely? Here are a few ways to approach your business with apps and online solutions.
NEWYORKLIFE.COM
Working remotely | New York Life
Becoming parents is a new beginning, not just for your personal life, but for your professional life as well. With COVID-19 causing many parents to consider a stay-at-home role, these tips can help make the transition easier for you and your spouse.
NEWYORKLIFE.COM
How to be a stay-at-home parent in 3 steps | New York Life
When it comes to choosing life insurance, not all companies are the same. More than ever, you want a company that is built for times like these. In good times and bad, see why New York Life has remained strong for over 175 years.
NEWYORKLIFE.COM
Insurance company financial strength ratings—Learn what matters | New York Life
What does it mean to get back to work? Changes to your work environment will be required for safety and resiliency. Here are a few steps you can take.
NEWYORKLIFE.COM
Preparing for a new work environment | New York Life
When you live in uncertain times, you start thinking about ways to protect the ones you love. For many first-time life insurance owners, term life is a great way to get started. Learn more about it here and feel free to reach out with any questions.
NEWYORKLIFE.COM
What is Term Life Insurance? See our beginner's guide | New York Life
In times like these, it can be hard to save for the future. Want some guidance? Read this article to learn how even saving a small amount early on can help a lot, and then let's talk. Together, we'll come up with a strategy that works.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
We all know having a baby isn't cheap, but have you ever figured out how much you will actually need? Before you put a for sale sign on all your favorite possessions, here's a monthly breakdown of some of the biggest expenses you can expect.
NEWYORKLIFE.COM
Monthly breakdown of your child's biggest expenses | New York Life
Picture of the certificate confirming my status as a CFP® practitioner. I would say I'm posting it to prove that it's real, but really, I'm just showing it off. Woo!!
Earning the CFP® mark typically involves taking 7 classes, then an exam review course, and then passing the six hour exam itself. Plus 6,000 hours of work experience and an ethics pledge. I took the exam early November and, as of today, the results have been finalized and all requirements are complete!
Super excited to have passed this major professional milestone and be able to provide even more assurance to my clients of my competence, integrity, and commitment!
Free swag and tech tools, flexibility and empathy. Managing a work-from-home workforce may be easier and more affordable than you thought.
NEWYORKLIFE.COM
Managing your work-from-home employees | New York Life
Congratulations! Buying your own home was a big achievement for you and your family. So if something should happen to you, you need to make sure your family won't be left out in the cold. Give me a call to learn how life insurance can help.
NEWYORKLIFE.COM
Life insurance for homeowners: Protecting your mortgage | New York Life
You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.
NEWYORKLIFE.COM
Term Life Insurance - Protection For A Period of Time | New York Life
When times change, so do your insurance needs. With convertible term life insurance, you can upgrade to a permanent solution with more benefits to help you when you need it. Read this article to learn more and let's talk.
NEWYORKLIFE.COM
How to know when it’s time to convert term coverage to whole life | New York Life
The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.
Prepare to thrive after the pandemic. Bolster your supply chain with these tips that will help you now and in the event of a future crisis.
NEWYORKLIFE.COM
Reconfiguring the business owner’s supply chain after the pandemic | New York Life
Quick end of year reminder that Required Minimum Distributions ("RMDs") are not required this year under the CARES Act. You might still choose to withdraw money from an eligible account for one reason or another, but there is no RMD for 2020.
Doublecheck, however, with the company that has your account to see if they have you on an automatic distribution plan of some kind, because they might still send you the money unless you tell them not to.
IRS Release: https://www.irs.gov/newsroom/irs-seniors-retirees-not-required-to-take-distributions-from-retirement-accounts-this-year-under-new-law
IRS.GOV
IRS: Seniors, retirees not required to take distributions from retirement accounts this year under new law | Internal Revenue Service
They may be taking their first steps, but before you know it, they'll be off to college. Learn how having whole life insurance now can give you the added benefit of growing its cash value for when you need it later on.
NEWYORKLIFE.COM
Supplementing your saving for college with a Whole Life Insurance policy | New York Life
