These 12 steps can help you tackle your debt.
MONEY.USNEWS.COM
12 Things to Do When You're Deep in Debt
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
Learn from these recent trends in student loan debt to understand how to pay for higher education.
USNEWS.COM
See 10 Years of Average Total Student Loan Debt
What's the best way to teach your children about money management? Talk to them about it early on. What's the best way to secure your child's financial future? Talk to me, and we'll come up with a strategy together.
In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in helping people like you manage your assets so that you can live your retirement life to the fullest. Reach out today, and I can help you prepare for tomorrow.
NEWYORKLIFE.COM
Retirement budgeting—Manage retirement spending | New York Life
As a parent and provider, life insurance isn’t a luxury. It’s a necessity, and I’m here to help. We can review your options to develop a strategy that protects and provides for your family. Contact me today!
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.
New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a strategy to give you the confidence to live out your retirement dreams. Reach out to me, and let’s talk about your future.
Being debt-free helps brings dreams to life. But where do you start? Easy. Let’s start by having a conversation. With the help of New York Life’s tools and resources, I can help you build a strategy that can help you achieve and maintain a debt-free life.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Have you created a safety net? #FinancialPlanningMonth is a great time to make sure you've taken the necessary steps to protect you and your family. Contact me to learn how I can help.
NEWYORKLIFE.COM
Why you should have an Emergency Fund | New York Life
Financially happily ever after is a dream you can make come true. Here's your guide.
BUSINESSINSIDER.COM
7 steps to successfully merge finances with your significant other
When planning for retirement, factor in taxes, using this primer.
FORBES.COM
What You Need To Know About Taxes And Your Retirement
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! https://nylife.zoom.us/webinar/register/WN_-f87iEp6TYO02iuc3Q3Bbg
Decipher the alphabet soup of Medicare with this primer.
KIPLINGER.COM
How to Pick the Right Medicare Plans for You | Kiplinger
Whether you love having your adult children under your roof, or yearn for the day you can buy them a housewarming gift, these tips can help the transition go smoothly.
KIPLINGER.COM
Are Your Adult Children Living at Home? | Kiplinger
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:
How to save money—learn to start saving now | New York Life
Feeling financially comfortable is all about having a strategy. I’m here to help – together we can work on a strategy to give you the added peace of mind you need to feel comfortable with your finances.
NEWYORKLIFE.COM
Financial Resources and Solutions - We're Here to Help | New York Life
New York Life has helped our customers protect their families for over 175 years. I can help you by developing a strategy that meets your goals for your family. Let’s talk about your future today!
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
Taxes don’t go away during retirement. At New York Life, we have a number of solutions to help you get the most out of your retirement income. Let’s work together to make your retirement income work harder for you. https://bcove.video/3hNaWOd
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.
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! https://nylife.zoom.us/webinar/register/WN_-MmdnyGpSBqa1h4SdYWsFA
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
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
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
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
If you're caring for a family member, these tips can help ease some common concerns.
FORBES.COM
Three Common Scares For Family Caregivers And How To Avoid Them
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
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 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
It’s difficult to know how to prepare and save for the future. It all starts with your goals. I can help you develop a financial strategy that meets your needs. So, what are you waiting for? Let’s talk about your future!
NEWYORKLIFE.COM
Life Insurance Information and Advice | Protecting Your Family
Many of us deal with debt at some point in our lives. Holding a lot of debt can be stressful, which is why becoming or remaining debt-free is an important goal. As a financial professional with New York Life, I have all the tools necessary to help you reach your long-term goals.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
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.
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
Preparing for retirement can feel overwhelming, but it's never too late to start. With smart financial moves, you can create a steady stream of retirement income that gives you freedom and stability long into your later years.
NEWYORKLIFE.COM
Retirement Planning Resources - Live The Life You Want | 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
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
Debt is stressful and confusing. I can help you get you some clarity and build a strategy that gives you confidence in your financial future. Let’s touch base today!
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Retirement might seem far away, but can you picture what it looks like? What’s your ideal lifestyle? By getting started today, we can work together to help you reach your long-term goals.
NEWYORKLIFE.COM
Save a minimum amount for retirement | New York Life
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
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
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
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
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!
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
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 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
Let's talk about your holiday gift-giving ideas. You might want to think about a gift that keeps giving into the future for the little ones on your list.
NEWYORKLIFE.COM
A surprisingly perfect gift for your kids or grandkids. | 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
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 .
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
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
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
Putting succession planning on the back burner is a risky move. Let this article offer the inspiration — and information — to get started on your business continuity plan.
KIPLINGER.COM
Your Business Needs a Succession Plan: Here Are the Basics | Kiplinger
As the first company to offer life insurance to people with disabilities, we remain committed to disability advocacy—today and every day. Reach out to learn more about how New York Life can help keep you and your loved ones protected. #IDPD #IDPWD
NEWYORKLIFE.COM
Another Independence Day: The Americans With Disabilities Act turns 30
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
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
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.
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
Whether you're caring for children and parents, siblings and grandparents, or aunts and uncles, caregiving is a part of your life. Let's explore your options together.
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Financial education extends beyond dollars and cents. Here's how to encourage financial independence from a young age.
KIPLINGER.COM
How to Not Financially Paralyze Your Children | Kiplinger
Talking about financial matters with your family isn't always easy, but it's important. These tips can help make it easier. Give me a call when you're ready to have the talk with your family, and I'll give you even more tips that I find useful.
NEWYORKLIFE.COM
Discussing finances with your family: Ideas and inspiration. | New York Life
Stop comparing yourself to others — and a few other tips to help cure your financial anxiety.
FORBES.COM
How To Cure Financial Anxiety
Putting succession planning on the back burner is a risky move. Let this article offer the inspiration — and information — to get started on your business continuity plan.
KIPLINGER.COM
Your Business Needs a Succession Plan: Here Are the Basics | Kiplinger
In times like these, we all could use a little more protection. Fortunately, I'm here to make it easier. Click here to learn how life insurance can help protect and grow your family's financial future, and then let's talk.
NEWYORKLIFE.COM
Life Insurance Resources - Protect What's Important | New York Life
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
As a New York Life agent, I'm proud of our history of helping people in challenging times. Watch this video to learn why individuals, families, and business owners have relied on us to be there when protection and peace of mind are needed most.
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/2870236/31AD237520803C92089EE2B4D2BAC8D8?partnerref=0113878
For more information, watch our video here: https://bcove.video/2JrAOD9.
Financial planning may be challenging this year, given market volatility and general unpredictability. But being flexible can help you achieve your long-term goals, regardless of what the rest of 2020 may bring. I'm here to help.
NEWYORKLIFE.COM
5 strategies to diversify investments | New York Life
Been thinking about getting life insurance but haven't had the time to look into it? You can either read this article, or reach out to me, and I'll give you the rundown of what you need to know.
NEWYORKLIFE.COM
Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life
Losing a spouse is always traumatic, whether through divorce or the passing of your partner. But when you're a single parent, it can be twice as hard. While there's no checklist for what to do, I can help make it easier. Let's talk.
NEWYORKLIFE.COM
Financial tips for single parents | New York Life
Did you know that reviewing your financial strategy every time you switch wardrobes for the season is a great way to stay on top of things? When you're ready to make some changes, I'm here to help!
NEWYORKLIFE.COM
Allocating and diversifying assets – an essential part of financial planning | New York Life Insurance Company
In times like these, we all could use a little more protection. Fortunately, I'm here to make it easier. Click here to learn how life insurance can help protect and grow your family's financial future, and then let's talk.
NEWYORKLIFE.COM
Life Insurance Resources - Protect What's Important | New York Life
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
As a New York Life agent, I'm proud of our history of helping people in challenging times. Watch this video to learn why individuals, families, and business owners have relied on us to be there when protection and peace of mind are needed most.
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/2870236/31AD237520803C92089EE2B4D2BAC8D8?partnerref=0113878
For more information, watch our video here: https://bcove.video/2JrAOD9.
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
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
If 2020 has taught us anything, even our best laid plans can go awry. Here are four major life events that can have a significant impact on your financial security, and how life insurance can help.
NEWYORKLIFE.COM
Major life events that can affect your life insurance | New York Life
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.
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
Losing a spouse is always traumatic, whether through divorce or the passing of your partner. But when you're a single parent, it can be twice as hard. While there's no checklist for what to do, I can help make it easier. Let's talk.
NEWYORKLIFE.COM
Financial tips for single parents | New York Life
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.
5 strategies to diversify investments | New York Life
In times like these, a little extra help can go a long way. Learn about New York Life's 166-year legacy of providing dividends to participating whole life policy owners, and some of the ways you can make the most of the added benefit.
NEWYORKLIFE.COM
Life insurance dividend options—Reach your goals | New York Life
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
Make estate planning a goal for the new year and then take a look at these steps to get on the right path.
KIPLINGER.COM
13 Smart Estate-Planning Moves | 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
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
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/
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.
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
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.
We’re grateful to have had Dr. Marci Rossell, expert economic forecaster and former Chief Economist for CNBC, provide an insider’s perspective on key factors of economic disruption as the host of our virtual seminar titled: The Economy 2021: A Vaccine, A New White House, Explosive Growth. Dr. Rossell has allowed us to make her seminar available On Demand until January 17, 2021. Watch this promotional video to learn more! https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6213330673001
Register here to watch the seminar: https://event.on24.com/wcc/r/2870236/31AD237520803C92089EE2B4D2BAC8D8?partnerref=0113878
Password: NewYorkLife
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.
It's no surprise it's #GetOrganizedMonth. With your resolutions front and center, don't forget to add retirement savings to your list of areas to get in shape. When you're ready to dig in, use this calculator to help and then give me a call.
NEWYORKLIFE.COM
Retirement Calculator: How Much Do I Need to Retire? | New York Life
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
Now that the holidays are over, you can work on getting your house back in order—both physically and financially. Learn how you can use life insurance to help protect your mortgage and reach out with any questions you have.
NEWYORKLIFE.COM
Mortgage protection—Utilize life insurance | 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
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
While we all can agree 2020 has been a terrible year, let's talk about how you can rebuild and prepare for whatever comes next. Read this article and reach out when you're ready.
NEWYORKLIFE.COM
Five good reasons why whole life can be good for your portfolio. | New York Life
Goal-setting comes with extra challenges this year as we're facing unprecedented and uncertain times. But whatever your goals may be for 2021, learn why protecting what you have should be a priority.
NEWYORKLIFE.COM
Six things you should know about life insurance now.
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.
Honoring Martin Luther King Jr.'s message on #MLKDay.
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
As you pursue your resolutions this month, be sure to add #financialwellness to your list. A great place to start? Your employee life insurance. If it's not sufficient, let's chat.
NEWYORKLIFE.COM
Is employee life insurance enough for you? | New York Life
It's no surprise it's #GetOrganizedMonth. With your resolutions front and center, don't forget to add retirement savings to your list of areas to get in shape. When you're ready to dig in, use this calculator to help and then give me a call.
NEWYORKLIFE.COM
Retirement Calculator: How Much Do I Need to Retire? | New York Life
The Sandwich Generation is changing and evolving as a result of #COVID19. Read some of the latest figures from a study conducted by New York Life here.
NEWYORKLIFE.COM
Overcoming the caregiving crunch: getting to know the women of the Sandwich Generation.
Interested in upside potential with principal protection? Let’s talk a new variable annuity that offers Index-Linked Accounts--protecting your capital from loss--and variable investment options for upside potential. Call me to learn more. https://dfinview.com/NewYorkLife/TAHD/indexflex
Throughout life, women's financial needs can differ from their partner's. That's why New York Life is dedicated to providing guidance that caters to your specific goals, lifestyle, and circumstances. Let's talk about how I can help.
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
Retirees — get your calendars ready for these financial deadlines.
KIPLINGER.COM
A Retiree’s Guide to Key Dates in 2021 | Kiplinger
While 2020 is behind us, the uncertainty continues. In times like these, a little preparation can go a long way. In celebration of #FinancialWellnessMonth, take some time to set up your emergency fund. I can help.
NEWYORKLIFE.COM
Why you should have an Emergency Fund | New York Life
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
The Sandwich Generation is changing and evolving as a result of #COVID19. Read some of the latest figures from a study conducted by New York Life here.
NEWYORKLIFE.COM
Overcoming the caregiving crunch: getting to know the women of the Sandwich Generation.
Interested in upside potential with principal protection? Let’s talk a new variable annuity that offers Index-Linked Accounts--protecting your capital from loss--and variable investment options for upside potential. Call me to learn more. https://dfinview.com/NewYorkLife/TAHD/indexflex
Throughout life, women's financial needs can differ from their partner's. That's why New York Life is dedicated to providing guidance that caters to your specific goals, lifestyle, and circumstances. Let's talk about how I can help.
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
Retirees — get your calendars ready for these financial deadlines.
KIPLINGER.COM
A Retiree’s Guide to Key Dates in 2021 | Kiplinger
Due to #COVID19, more women in the Sandwich Generation are giving their time and effort to others before themselves, even at the risk of creating new financial obstacles. Read the latest research by New York Life here.
NEWYORKLIFE.COM
Overcoming the caregiving crunch: getting to know the women of the Sandwich Generation.
You may not be able to do all the things you want to do this year, but things will get better. So use this time to manage your debt and prepare for brighter days.
NEWYORKLIFE.COM
Debt management—Keep debt from limiting your future | New York Life
Caring for children and an aging relative can be both expensive and time consuming—and impacts more than just finances. Click here to learn what you can do to help make it easier.
NEWYORKLIFE.COM
Balancing retirement and caretaking | New York Life
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
The Sandwich Generation is changing and evolving as a result of #COVID19. Read some of the latest figures from a study conducted by New York Life here.
NEWYORKLIFE.COM
Overcoming the caregiving crunch: getting to know the women of the Sandwich Generation.
Interested in upside potential with principal protection? Let’s talk a new variable annuity that offers Index-Linked Accounts--protecting your capital from loss--and variable investment options for upside potential. Call me to learn more. https://dfinview.com/NewYorkLife/TAHD/indexflex
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
Did you know that adding whole life insurance can help you cut back on the amount of financial aid you'll need for your college savings? Click here to read how, and let's talk soon.
NEWYORKLIFE.COM
Supplementing your saving for college with a Whole Life Insurance policy | New York Life
While you're thinking about how best to manage your time this month, devote some energy to organizing your financials. These tips can help you get started, and when you're ready to take the next step, reach out.
NEWYORKLIFE.COM
Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life
It's tax time again. If you're feeling intimidated, remember you're not alone. These tips can help.
NEWYORKLIFE.COM
Tax FAQs
One of the best ways to learn more about life insurance is through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. To learn more, visit www.lifehappens.org.
As a life insurance company, we think it’s very important to consider covering the ones you love from the unexpected. That’s why we partner with Life Happens, a nonprofit that raises awareness and encourages people to take personal responsibility through the ownership of life insurance and related products. To learn more, visit www.lifehappens.org.
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.
What you need to know about tax brackets.
KIPLINGER.COM
What Are the Income Tax Brackets for 2021 vs. 2020? | Kiplinger
One of the best ways to learn more about life insurance is through Life Happens, a nonprofit organization dedicated to helping people take personal financial responsibility through the ownership of life insurance and related policies. To learn more, visit www.lifehappens.org.
Start saving now — and other tips for building up that college nest egg.
FINANCE.YAHOO.COM
A Parents’ Guide To Saving for Education
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.
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.
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
What pairs well with your 529 plan? The right answer for you may be whole life insurance. Click here to learn how together, the two can mean the gift of future education for the special little ones in your life.
NEWYORKLIFE.COM
Starting college funds for grandchildren | New York Life
We're inspired by all examples of love taking action. During American Heart Month, taking action to improve your health or getting important screenings are great ways to show your love. #OurHearts
NEWYORKLIFE.COM
The Love Takes Action Series | 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
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.
What you need to know about tax brackets.
KIPLINGER.COM
What Are the Income Tax Brackets for 2021 vs. 2020? | Kiplinger
Want to "have it all" without losing it all? Join us Tues., 3/2, 6 pm EST for our Women's History Month Virtual Event w/ Colleen Hauk to learn proven strategies that can help you assess your needs and reclaim your power to create the lifestyle you want. https://nylife.zoom.us/webinar/register/WN_ZAkfQWVuTKetUbZjR8lnBg
Reclaim your power to live more holistically. Join us Tues., 3/2, 6 pm EST for our Women's History Month Virtual Event w/ best-selling author, Colleen Hauk. Listen, network, and learn proven strategies to help assess and transform your current lifestyle. https://nylife.zoom.us/webinar/register/WN_ZAkfQWVuTKetUbZjR8lnBg
We're honored to receive the #1 spot from @Fortune in their World's Most Admired Companies list for Insurance: Life and Health.
NEWYORKLIFE.COM
New York Life is #1 in our industry in 2021 Fortune World’s Most Admired Companies ranking.
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
What pairs well with your 529 plan? The right answer for you may be whole life insurance. Click here to learn how together, the two can mean the gift of future education for the special little ones in your life.
NEWYORKLIFE.COM
Starting college funds for grandchildren | New York Life
We're inspired by all examples of love taking action. During American Heart Month, taking action to improve your health or getting important screenings are great ways to show your love. #OurHearts
NEWYORKLIFE.COM
The Love Takes Action Series | New York Life
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
We’re excited to announce our next virtual seminar, “Aging Strong”, brought to you in partnership with AARP Services. Join us on March 11th at 3pm EST as Dr. Charlotte Yeh discusses how aging is changing and the impact of those changes on longevity and lifestyle. Register today and learn how to age strong. Reply or reach out to me for the registration link!
Be the grandparent that teaches lifelong money lessons.
KIPLINGER.COM
How Grandparents Can Help Their Kids to Raise Financially Responsible Grandkids | Kiplinger
Learn how you can extend inherited IRA distributions.
KIPLINGER.COM
Worried about Passing Down a Big IRA? Consider a CRT | Kiplinger
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?
Want to "have it all" without losing it all? Join us Tues., 3/2, 6 pm EST for our Women's History Month Virtual Event w/ Colleen Hauk to learn proven strategies that can help you assess your needs and reclaim your power to create the lifestyle you want. https://nylife.zoom.us/webinar/register/WN_ZAkfQWVuTKetUbZjR8lnBg
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
I can't help you catch a leprechaun. But I can help you outline your financial goals and identify the steps to take to reach them. Learn the basics here and give me a call when you're ready. I'd be lucky to work with you.
NEWYORKLIFE.COM
Learn the Basics about Life Insurance and Get Started | 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
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
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
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
You've cleaned the baseboards and scrubbed the windows. What's next? Spring is a great time to review your financial goals and make sure everything is as you want it. Learn how whole life can help and reach out with any questions. I'm here to help.
NEWYORKLIFE.COM
Five good reasons why whole life can be good for your portfolio. | 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
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
I can't help you catch a leprechaun. But I can help you outline your financial goals and identify the steps to take to reach them. Learn the basics here and give me a call when you're ready. I'd be lucky to work with you.
NEWYORKLIFE.COM
Learn the Basics about Life Insurance and Get Started | 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.
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
This #WomensHistoryMonth, we invite you to our special virtual event Tues., 3/23, 3-4 pm EST. Hear about rewarding personal journeys and gain new insights from New York Life’s Cultural & Women’s Market Team. Space is limited, so reserve your spot today. https://nylife.zoom.us/webinar/register/WN_xYM_TwwZQaqkcOlJPIV1fQ
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
www.newyorklife.com
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
In celebration of #WomensHistoryMonth, join us Tues., 3/23, 3-4 pm EST for a special event hosted by New York Life’s Cultural & Women’s Market Team. Listen as speakers share their personal stories and discover rewarding insights for your own journey. https://nylife.zoom.us/webinar/register/WN_xYM_TwwZQaqkcOlJPIV1fQ
