04/01/2024
As the primary caregivers in our society, women know the importance of having a strategy for long-term care. Help protect your future and those you love. Click here to learn more.
Long-Term Care Insurance | New York Life
Retirement is costly, especially if you need help taking care of yourself. Protect your comfortable lifestyle with long-term care insurance from New York Life.
01/15/2024
It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.
How to Minimize Taxes in Retirement | The Motley Fool
Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.
01/10/2024
Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.
10/23/2023
Here are five strategies you may consider if the estate tax unified credit reverts from $13 million to $5.5 million.
Preserve Your Wealth: A Tale of the History of The Estate Tax Unified Credit
In relation to estate taxes, we seem to be experiencing a sense of deja vu. Can we avoid the mistakes of the past?
09/04/2023
Are you, or your children, likely to inherit an IRA? If so, you may be surprised to learn that the rules have changed, and your tax bill may be larger than expected. This article gives a good overview of the new regulations—and how to manage them.
New Rules for Inherited IRAs Could Leave Heirs With a Hefty Tax Bill
Thanks to recent changes in the law on inherited IRAs, your tax bill from any inheritance could be larger than you expect.
08/07/2023
Seven out of 10 people will need long-term care at some point in their lives, according to a 2021 Genworth “Cost of Care” survey. Here are three assessments you should make when deciding you need long-term care.
Assisted living would cost $100,000 a year where we live. We’re almost in our 60s, should we get long-term-care insurance?
Have a question about your own retirement savings? Email us at [email protected]
07/06/2023
Less than half of women own life insurance, and 8 out of 10 overestimate the cost of insurance - which leads to them owning less life insurance than men. But the good news is, there’s a policy to fit any budget. Let’s talk to get the facts about life insurance and find out what’s right for you.
Why Do I Need to Get Life Insurance? | New York Life
Are you curious why you need life insurance? Learn from New York Life six reasons why buying life insurance is about protecting the ones you love.
06/22/2023
Life insurance doesn't have to be expensive. At today’s rates, you may be able to get $1 million in quality term coverage for less than the cost of a premium streaming service. Reach out to me today to learn more.
Term Life Insurance - Protection For A Period of Time | New York Life
Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!
03/23/2023
A NerdWallet survey reports retiree-hopefuls plan to leave full-time work at age 57. If you’re interested in doing the same, then take these steps to retire 10 years earlier.
How to Retire 10 Years Early - NerdWallet
A new NerdWallet survey finds that retiree-hopefuls plan to leave full-time work at age 57, on average. Here’s how you can bow out of the workforce a decade early.