Umberto A. Rosati

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

Wealth Watch: Gen Xers are the most worried about their financial health. New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

If you love your term life insurance, maybe it's time to take it to the next level? This , make your relationship more permanent by converting to a whole life policy. Put a "ring" on it and give me a call.

Converting Term Life To Whole Life | New York Life The option to convert a term policy to whole can be very valuable. Learn from New York Life about the opportunity that convertible term life insurance provides.

Life is always busy, so I know finding time to prepare for all that lies ahead isn't easy. That's why I'm here to help you make the most of your time. If you've been meaning to get life insurance, read this article and let's talk. Month

Compare Life Insurance Plans - Discover Your Options | New York Life When it comes to life insurance, one size doesn't fit all. Compare all of New York Life's insurance plans and find the right one for your financial needs.

Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and support. That's why I'm here. Read these tips to get started and reach out if you need more guidance.

Managing Family Finances | New York Life New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. This , learn which type you are when it comes to protecting the ones you love most.

Whole Life vs Universal Life Insurance | New York Life Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

Despite popular opinion, groundhogs can't actually predict the future. But then again, neither can we. That's why it's important to be prepared. Click here to learn how life insurance can help you stay protected for every change in season.

Life Insurance 101 - Everything You Need to Know | New York Life Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Paying for college can be hard for many young families no matter what state the economy is in. If you're looking for a little help, read these strategies and let's talk.

How to Pay for College | New York Life Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

What You Need To Know About Annuities And Interest Rates The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.

New retirement legislation pushes the age that retirees must start taking RMDs from IRAs, 401(k)s, and 403(b) plans to 73 this year, up from 72. Here’s how this may affect your retirement savings.

New retirement withdrawal rule could backfire in costly way The age that retirees must start taking required minimum distributions, or RMDs, from IRAs, 401(k)s, and 403(b) plans, is 73 this year.

There’s a chance that U.S. housing market demand, which was in free fall mode during the second half of 2022, has bounced back. Learn more in this article.

Is the housing market recession nearing a trough? Experts detect a little rise in activity The seasonally adjusted Mortgage Purchase Application Index just rose 24.7%.

Financial security can seem like an elusive goal, but I'm here to help you make it a reality. This , reach out and let me be your guide to a secure financial future.

Life Insurance Information and Advice | Protecting Your Family Choosing the right life insurance to help protect your family is an important decision. Let the expert financial professionals at New York Life help you make the right one.

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Social Security denies disability benefits based on list with jobs from 1977 Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

January is , the perfect time to take action to improve your financial future. Let's meet to review your goals and find ways to help you achieve them. It's a first step that's totally free.

Preparing your retirement plan for the ‘Next Normal’ | New York Life New York Life presents five questions to consider as you think about retirement, what the “next normal” will be and how circumstances can affect your plan.

Social Security still relies on 45-year-old job titles to deny disability claims to thousands each year, despite spending $250 million to modernize its vocational system. Learn more in this article.

Social Security denies disability benefits based on list with jobs from 1977 Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

Are you eager to file your 2022 tax returns? If you made $73,000 or less last year, you could use the IRS’s Free file program to file your return as early as January 13.

When Can You File Taxes in 2023? If you're an early bird when it comes to filing your tax return, there's good news from the IRS.

This article explores how you can set financial boundaries to help you achieve your financial goals.

6 Ways to Set Financial Boundaries - NerdWallet Setting money boundaries can be uncomfortable, but it's an empowering skill that can help protect yourself, your relationships and finances.

New data shows student loan borrowers are falling behind on repaying other debts. Here’s what struggling borrowers can do to get ahead.

Even With Payments Paused, Student Loan Borrowers Struggle - NerdWallet More student loan borrowers are already struggling with other bills, but Biden’s forgiveness plan could help, a new study found.

Buying gifts for the little ones is one of the perks of being a grandparent. Buying them for yourself is one of the perks of budgeting for retirement. Now that the holidays are over, learn how you can be better prepared to manage your retirement spending.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

I love helping my clients through every stage of life. That’s why I recently received my specialization in financial guidance. From protecting your family to saving for college (and things in between), reach out and let’s ensure you’re prepared for all of life’s big moments.

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Massive changes could be coming for your 401(k)—here’s what you need to know Americans could start saving a lot more for retirement.

It helps having someone on your side who can address all your needs. That's why I am proud to have recently received my specialization in retirement planning. Whether you’re saving for the future or protecting the savings you’ve built, let’s create a strategy that works for you.

Here are five steps for building a mission statement that can help guide decision making, inspire and motivate employees, and differentiate your startup from your competitors.

5 Tips For Crafting A Great Startup Mission Statement A mission statement is the easiest way to represent and summarize any company's identity and purpose. Here are five tips for crafting a great mission statement for early-stage startups.

How will you create a legacy your loved ones can rely on? Learn how New York Life can help.

Life Insurance for the African American Community | New York Life Build a strong financial future for yourself and your family with New York Life. We're proud to serve the African American community with life insurance and other financial products.

The New York Life Foundation State of Grief Report finds that 78% of adults think more can be done to increase awareness of grief support services. Read about this and other findings in the latest report here.

New York Life Foundation’s Second Annual State of Grief Report Reveals 68 Percent of Americans Would Welcome More Open Dialogue around Grief. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

I am proud to announce I have recently received my specialization in financial guidance. With “protection-first” strategies for every major step in life, I can now provide more customized solutions to better fit your needs. When you have a moment, let’s discuss how I can help.

Most people feel prepared to support a grieving colleague, yet more than 4 in 10 adults don’t think they’d know if a colleague were in need. Learn about the importance of grief support in the workplace in the ’s annual State of Grief Report. https://nyl.co/3QCwgs6