Priti Choudhary, MBA
MBA, Registered Rep
NYL Securities, LLC FL, VA, MD Please contact me to help you fully analyze your needs and recommend appropriate solutions.
I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Add
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/4bR4LEd
When it comes to retirement savings, there's a lot to consider when preparing for the future—including managing costs for extended periods of care. Read this article to learn more about how to ensure you're prepared.
Retirement Planning Checklist | Bankrate Retirement planning requires thinking ahead and being flexible. Check these five items off your savings to-do list to get started.
A new study of low- and moderate-income students in California finds that most recoup their educational costs after only a few years.
How long does it take for a college degree to pay off? For many, it's 5 years or less.
Happy Mother’s Day to all the awesome moms out there
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.
Feeling unprepared for future financial responsibilities? You're not alone. Our Wealth Watch Survey reveals that less than six in 10 women feel ready, versus 70% of men. Read our findings to understand how we can close the preparation gap together. There is progress but a lot more work needs to be done for women empowerment and one way to achieve is by financial education
Women confident managing short-term finances, but less so on long-term strategies, finds New York Life Wealth Watch. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women.
Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."
Did you know that only 60% of women have a financial strategy compared to 69% of men? Our latest survey highlights the need for financial guidance. Discover how this can impact your financial future in our full report. things have changed over the years but more work needs to be done
Women confident managing short-term finances, but less so on long-term strategies, finds New York Life Wealth Watch. The latest findings from New York Life’s Wealth Watch survey provide insights into the existing financial confidence and knowledge gaps between men and women.
Star is born
With New York Life-Jacksonville General Office – I just got recognized as one of their top fans! 🎉
I am planning to use Carabeo brothers for my lawn care not sure about the prices is any one using them give me an idea what I should be paying them
Proud to be accepted as member for MDRT (Million Dollar Round Table) The Premier Association of Financial Professionals®, is a global, independent association of the world's leading life insurance and financial services professionals from more than 700 companies in 80 nations and territories.
MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of excellence in the life insurance and financial services business.
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Night of awards and recognition at Epping forest yacht club
Earned my first pin ❤️
Plan for life as though you will live forever, plan for death as though it will come today
Starting a family, saving for college, preparing for retirement—no matter where you are on your financial journey, the right time to start planning is now. I've helped countless people get on the right track to reach their goals. Don't let wasted time steer you off course. Reach out, and let's come up with a strategy together.
Prepare for Life | New York Life Insurance Company Whether you're getting married or planning for retirement, safeguard your financial future through every phase of life with New York Life.
Halfway Through Our 200-Hour YTT 🍂🧘♀️✨ If you're curious about our future Yoga Teacher Training programs and want to embark on a transformative journey, send us a message! We're here to guide you on the path to becoming a certified yoga instructor. Let's explore the possibilities together. 🌟 Plus, don't forget to ask about our scholarship opportunities for the YTT program!
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Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
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Uncertain about your financial future? Reach out and embrace this with confidence and conviction. From creating a retirement strategy to building your financial future, I can help get your financial health back on track. Reach out, and let's review your goals together.
Wealth Accumulation Resources - Set Goals and Achieve | New York Life Learn how you can achieve your financial goals with resources from New York Life. Find all the personal finance resources you need and more!
Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 12% first year interest rate and 6% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.
Another year full of surprises is drawing to close giving way to a new one full of possibilities and hope. A new year is a fresh start for a new day in life. Allow this New Year to bring you more opportunities for a more fruitful and happy life. Have a beautiful new year
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.
This article explores how you can integrate permanent life insurance and a deferred income annuity with increasing income potential into your retirement savings plan to provide value beyond an investment-only strategy.
How insurance and investments can improve financial wellness Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis. Read more.
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.
From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed products can make your family more secure this season, and all the seasons to come.
Guarantees matter It isn’t easy to find something you can count on these days. But with all the changes going on around us, it’s more important than ever.
These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.
10 Financial Habits That Can Hurt Your Retirement Savings | Entrepreneur Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...
J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concepts of delayed gratification, saving, and being thoughtful about sharing with loved ones.
Best Idea: Teaching Children the Merits of Saving, Sharing, Giving Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr...
Whether holiday shopping or baking cookies, building snowmen or sipping hot cocoa, the holidays are always warmer when spent with the ones you love. This year, take a moment to reflect, and then protect, all that you hold dear. When you're ready, reach out and I can help.
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