Sanjeev H. Butani, Financial Advisor with Eagle Strategies LLC

With inflation running a bit hot, the strategists at New York Life Investments share updated scenarios for the price path ahead, as well as how investors can consider these risks in their allocation.

Market Matters Podcast This week, Super Tuesday marked a major point of progress in the 2024 U.S. president election.

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

Avert a Tax Surprise in Retirement: Get Ready With a Roth

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

Guide to Inheriting a Roth IRA While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

A common misconception is that a spouse’s income is enough to cover the bills in the event of a disability. But two-income households tend to have higher fixed expenses—like mortgage payments—than single-income families. Even if that’s not the case for your family, other discretionary expenses will likely suffer if one income is eliminated. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. ** The Two-Income Trap: Are Two-Earner Households More Financially Vulnerable?”, Center for Economic Studies, June 2019

Individual Disability Insurance | New York Life Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally feature the elusive “return to pre-pandemic normal.” Let’s look at where we are now and what the year has in store.

Forbes Daily: Is A Soft Landing In Sight For The U.S. Economy? Inflation slows but remains above the Fed's target; The resilient U.S. consumer; Stock markets roar back; AI market optimism; Mortgage rates falling; and more

Not sure what type of life insurance is right for you? Save time, and reach out. As a New York Life financial professional, my focus is in helping guide clients like you to make the right financial choices based on your individual circumstances. Learn more about how I can help you and your loved ones build financial security and peace of mind.

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductions. Here’s what you need to know for the 2024 tax season.

2024 tax season guide for new parents: What to know about the Child Tax Credit, EITC and more Had or adopted a child in 2023? What new parents need to know about tax credits and deductions. Importantly, the enhanced Child Tax Credit went away in 2022.

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. Register now at: https://bit.ly/3TkycbI

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets. https://nyl.co/42XxrZ6

If you're a parent of a college-bound kid, a 529 plan can be a great help in paying for your child's education. But did you know that a 529 plan can only be used for qualifying educational expenses? The cash value of a whole life insurance policy has no limitations. Learn how adding whole life insurance to your college savings strategy can give you more flexibility, and reach out if you have questions.

Supplement College Savings With Whole Life Insurance | New York Life New York Life shows you how a whole life insurance policy can be used as a college savings fund. Learn about how to use life insurance to supplement education.

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Is an Annuity Right for You? Here’s What You Should Know Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

Grief Reach grants provided by the New York Life Foundation and supported by the National Alliance for Children’s Grief are helping local bereavement organizations in our community reach more families in need. Learn more here.
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Sabbaticals are gaining popularity, offering a chance for personal growth, mental rejuvenation, and career reassessment away from work.

Beyond The Break: The Impact Of Sabbaticals On Career And Health

Risk management expert, Mark Browne explains why premature death and disability protection is essential for long-term financial security. Learn more.

Five steps to managing the risk of income loss | New York Life Protecting your income sources is a key part of managing financial risk. Learn how life and disability insurance can help with your long-term financial goals.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt? Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

Spreading your investments across asset classes can help reduce market risk and boost returns.
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Even presidents know that great leadership means making good decisions not just for your country, but for your loved ones as well. Learn which U.S. presidents have been New York Life policy owners, and reach out when you're ready to be the commander in chief of your family's financial future.

Guess which 9 presidents were insured by New York Life. Learn about the presidents that were insured by New York Life.

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

Business Continuity Planning | New York Life After the upheaval from the pandemic, prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we can plan for your most important goals. Take a look at this video to gain a greater sense of our planning process.
https://bcove.video/3MgIuFR

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
https://bcove.video/45O3IBC

If volatile markets have you feeling uneasy, it’s time to create or revisit a comprehensive financial plan that addresses a range of market conditions.
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Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/3tFoohR

Estate planning is an important part of developing a financial strategy, yet it’s often overlooked. Here’s what you need to know so that you can determine how it may apply to you.

What Is Estate Planning? A Guide And FAQ For Investors Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake.

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

How Much Is the Child Tax Credit for 2024? Various family tax credits and deductions, including the 2024 child tax credit have been adjusted for inflation. Here's what they're worth.

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

IRA Rollover Rules: What You Need to Know Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

Learn how these three financial literacy lessons could help you build savings.

3 Financial Literacy Lessons That Could Save You At Least $10,000 I earned a bachelor’s degree in psychology. There has been only one concept that I ironically remember: Your brain is not meant for storage. It’s meant for processing.

As markets shift and goals change, ask yourself these 5 questions to help keep your financial plan focused on what matters most to you.
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This article explores how the average published tuition and fees declined in all three of higher education’s largest sector compared to last year. That’s the third year in a row college tuition decreased less than inflation.

Average College Tuition Increased Less Than Inflation For 2023-24 After adjusting for a 4.5% inflation rate, average published tuition and fees declined in all three of higher education’s largest sectors compared to last year.