Vaishali Patel, Financial Services Professional at Nylife Securities LLC
Financial Services Professional offering products and services through NYLIFE Securities LLC
Top Olympic athletes' rigorous training, dedication, focus, and adaptability are key elements of financial success. Understanding their approach to finances offers valuable insights. Read more about how top-tier athletes' handle their strategies here:
https://bit.ly/3M3Lyo1
If you have any questions about reaching your personal financial goals and would like to discuss your strategies, please feel free to contact me.
"What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha
Mortgage rates have risen, making home affordability more challenging, but many continue to buy. If you’re looking for a new house, it's crucial to maximize your finances. Here are some tips to reduce the impact of high interest rates on your wallet and monthly payment.
If you have questions about personal finances and buying a home, please feel free to contact me.
https://nyl.co/3zU7WgT
If you’re planning to retire in the next few years, it’s important to be prepared. Taking steps now to manage your finances can help you enjoy your golden years with fewer concerns. Here’s a great article with five tips to make your retirement a little sweeter.
If you have questions about reaching your retirement goals, please feel free to contact me.
https://bit.ly/3zQ5TKB
The reality is, it's never too late to work on your retirement dreams. Read this interesting article to find out more. Read about 3 general reasons you can still successfully plan for retirement, no matter when you start.
For more about information on the topics mentioned in the article and your personal retirement strategy, please feel free to contact me.
https://bit.ly/4ckRQLM
Learn more about private mortgage insurance (PMI) and how it might impact buying a home.
What is Private Mortgage Insurance and How Does It Impact Buying a Home? Rising home prices and higher mortgage rates have made it more difficult to afford a down payment large enough to avoid PMI.
Can AI answer the needs of smaller businesses? Artificial intelligence tools are finding widest use at big companies, but there is expectation that the impact will spread.
Can A.I. Answer the Needs of Smaller Businesses? Some Push to Find Out. Artificial intelligence tools like ChatGPT are finding widest use at big companies, but there is wide expectation that the impact will spread.
The reality is, it's never too late to work on your retirement dreams. Read this interesting article to find out more. Read about 3 general reasons you can still successfully plan for retirement, no matter when you start.
For more about information on the topics mentioned in the article and your personal retirement strategy, please feel free to contact me.
https://bit.ly/3VXjRmE
Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced throughout history.
We’ve got some answers to questions like what is inflation, really? What causes it? And how will it affect your personal finances? Read this insightful article to find the answers to some of the most frequently asked inflation-related questions.
If you like to talk about how today’s inflation may be affecting your own personal finances and what you can do about it, please reach out.
Inflation explained: Everything to know in 3 minutes or less. What does inflation actually mean? And how can it impact your financial situation?
In today’s economic landscape, financial stability is becoming more elusive than ever. But there is a solution – diversifying your income. What does that mean and is it a right strategy for you? Read this interesting article to find out more.
For more about income diversification and your personal financial strategies, please feel free to contact me.
https://bit.ly/4bjmiFr
There are a lot of important reasons to save money, everything from emergencies and education to vacations and retirement. But are we saving what we should? Take a look at this interesting article to find out how much the various generations are actually saving. It may surprise you.
If you would like to talk about your savings plan or personal finances, please reach out.
https://bit.ly/4b8jP0i
One reason why many people get overwhelmed with money management is they have too many accounts. It can quickly get messy and confusing. Here are some easy steps to get your finances streamlined and more manageable.
https://nyl.co/49Lp1Wz
If you have any questions about managing personal finances, I’ll be happy to help.
https://bit.ly/3UrxOIP
This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.
Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:
3 tips to achieve financial resilience in 2024. See results from New York Life's Wealth Watch survey 2024 outlook.
During Women’s History Month, join us in celebrating the countless contributions of women in our society. It’s a time to honor the remarkable women of the past who paved the way, as well as those today who continue to forge new paths. Take a moment to recognize the important women in our own lives who make a meaningful difference—not just during this month, but every day of the year.
Successful past three years, pressure is on for 2024, aiming for a brighter future with meaningful contributions. Grateful for each and every one who trusted & supported us thus far!
"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan
Saving for retirement is critical. According to the Federal Reserve, over half of families have retirement accounts like 401(k)s and IRAs, but the median balance of those accounts might surprise you. Check out this article to find out where you stand in retirement savings:
https://bit.ly/4bQuvSb
If you have any questions about making plans for your retirement, please feel free to reach out. I’ll be happy to help!
Wishing everyone a day filled with family, unity, and the spirit of democracy as we honor and reflect on the leaders who shaped our great nation.
Popular among Gen Z and Millennials, ”Loud Budgeting” is making the frugal lifestyle cool. to save money. It’s about being loud and proud of being on a budget, living less expensively and saving money. Learn more at here:
https://bit.ly/3OJxaTA
Regardless of age, considering this approach makes financial sense. Contact me for budget assistance or any questions about your finances.
Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire positive change.
We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
https://nyl.co/47rM07P
If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!
Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.
One key to a more secure retirement.
Research shows that many people close to retirement age have significant holes in their retirement plans, which can leave them financially at-risk during retirement. The solution lies in long-term planning. Check out this helpful article for steps you can take.
https://bit.ly/3txSyUz
If you have any questions about your retirement, please feel free to reach out. I’ll be happy to help!
May this holiday season bring happiness, joy, and prosperity to you and your loved ones.
Wrap up your holiday spending, now.
Keep your Holiday Season spending in check by following a few budgeting tips – that way, you're in charge, not the other way around! Here’s a great article to get you started: https://bit.ly/3GFe6BO
If you have any questions about developing a budget or your personal finances, please don’t hesitate to reach out. I’m here to help.
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. I'm here to help.
How to Get Life Insurance | New York Life Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.
Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the coming new year.
In today’s world it can be tough to save money. However, saving money is essential for protecting against financial challenges and unexpected expenses.
Discover a simple 3-step savings plan that anyone can follow in this article:
If you need help developing a financial strategy for your future, please feel free to give me a call.
https://bit.ly/3Gl1vDw
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People depend on us to help them navigate the complex world of health insurance today. We work hard to make all of the complex information feel simple for individuals/families, Med...
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Agent licensed to sell insurance through New York Life Insurance Company.
Independence, 44131
Agent licensed to sell insurance through New York Life Insurance Company.
6100 Oak Tree Boulevard Suite #300
Independence, 44131
Agent licensed to sell insurance through New York Life Insurance Company
6100 Oak Tree Boulevard S
Independence, 44131
Agent Licensed to sell insurance through New York Life Insurance Company.
6100 Oak Tree Boulevard
Independence, 44131
Agent with New York Life helping individuals and business owners to create, build and preserve wealth
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Independence, 44131
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7119 Brecksville Road
Independence, 44131
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