Willie "A.J." Allen, Agent with New York Life

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.

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

New York Life Wealth Watch 2024 Outlook New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement.

How To Max Out Your 401(k) In 2024: New Rules Make It Easier Among the countless headlines last year, little attention was paid to retirement saving.

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life Wealth Watch 2024 Outlook New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

What kind of legacy do you want to leave to your loved ones?

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3.

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.

Every great football team needs a quarterback who can make the right calls. When it comes to your family's financial future, don't get confused by the playbook. Learn how whole life insurance can be a powerful financial tool for you and your family and reach out. I'll coach you on a solid strategy.

Is Whole Life Insurance a Good Investment? | New York Life Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
https://bit.ly/3urAWKt

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
https://bit.ly/3OsEKSz

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

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...

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

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.

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 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.

I can help reinforce your company’s foundation by providing comprehensive life insurance coverage to protect your business if something happens to a key executive. Let’s talk today!

Key Person Insurance | New York Life Retaining top talent is critical to business success. Learn from New York Life how to preserve your executive team with key employee life insurance coverage.

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans biggest financial goal in 2024? Save more money Americans report fiscal optimism and plans to save cash in 2024.

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.

As this year comes to a close, it’s time to think about your financial goals for the next one. Review these 11 year-end planning tasks to get started.https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Preparing_for_a_New_Year_-_Eagle.pdf

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.

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.

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right insurance policy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is call.

Life Insurance 101 | 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.

What kind of legacy do you want to leave?

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

Baby Budgeting: Financial Tips for New Parents | New York Life As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

It’s true, the best laid plans don’t always work out. Can you think of a time when you had to change course in order to succeed?

Saving for college is a top priority for many growing families. How are you preparing to save?

What decision have you made in life that you are most proud of?

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

404 Error – Page Not Found We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

What are some positive habits that help you excel in life?

Learning and understanding is a life-long process. What are you trying to learn right now?