Shannon Quintana, Agent New York Life Insurance Company

Shannon Quintana, Financial Services Professional NLYLIFE Securities LLC These testimonials are no guarantee of future performance or success.

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. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Comp

04/26/2023

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

https://yhoo.it/3V6sWHG

If you have additional questions about reaching your retirement goals, please feel free to contact me.

04/19/2023

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

Survey: Some Americans who plan to retire say they’ll leave the workforce early - NerdWallet 03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/3LULzMm
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Survey: Some Americans who plan to retire say they’ll leave the workforce early - NerdWallet Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

529 Plan Contribution Limit | New York Life 03/09/2023

A 529 college savings plan can offer a tax-advantaged way to pay for a loved one's education. However, there are rules to follow to maximize its benefits. Click the link to learn more.

529 Plan Contribution Limit | New York Life Learn more about 529 plan contribution plans and withdrawal rules with help from New York Life. Prepare for your educational future today.

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement 01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

Massive changes could be coming for your 401(k)—here’s what you need to know 01/26/2023

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.

Social Security denies disability benefits based on list with jobs from 1977 01/25/2023

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.

01/25/2023

Learn more about what’s currently shaping the markets.

www.eaglestrategies.com

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement 01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

12/25/2022

Merry Christmas! May this season be full of light and laughter for you and your family.

12/24/2022

May the Christmas season bring happiness and joy to you and your family.

12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

5 Tax Moves to Consider Before Year-End - NerdWallet 12/21/2022

A little work now can make the 2023 tax season one of the easiest yet.

5 Tax Moves to Consider Before Year-End - NerdWallet A few last-minute moves — like tax-loss harvesting and boosting contributions to your retirement plan — could make a big difference come April.

Family Finance Management | New York Life 12/18/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

Family Finance Management | New York Life Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

12/17/2022

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.

12/16/2022

The latest New York Life Foundation State of Grief Report finds that people are growing more comfortable talking about death and loss than they are having conversations about personal finances. Read the full 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.

12/16/2022

While a new home brings lots of joy and excitement, protecting your mortgage can bring plenty of comfort and relaxation. Like this post if bringing peace of mind to your new home is one of your goals this year.

Whole Life Insurance as an Investment | New York Life 12/15/2022

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Whole Life Insurance as an Investment | New York Life When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

Gifting Life Insurance for Grandchildren | New York Life 12/14/2022

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.

Gifting Life Insurance for Grandchildren | New York Life Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

12/09/2022

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

Small Business Employee Benefits | New York Life Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

12/09/2022

Your home provides your family with comfort and security. But who will pay the mortgage if something should happen to you? With flexible solutions that fit your needs, I can help your family remain comfortable and financially secure.

Resources for Bereaved Children and Families | New York Life Foundation 12/04/2022

1 in 13 children in the U.S. will experience the death of a parent or sibling by age 18.* That’s why the New York Life Foundation is dedicated to increasing the awareness of grief support in schools. Learn more here.

Resources for Bereaved Children and Families | New York Life Foundation The New York Life Foundation supports Children's Grief Awareness Month, an annual campaign to raise awareness that children and teens grieve too.

12/02/2022

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, you want to provide them with more. What benefits do you feel your employees want the most? Comment below.

Small Business Employee Benefits | New York Life Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

12/02/2022

A new home often means a new mortgage and more bills, but did you know life insurance can help safeguard your home? Like this post if you've taken steps or would like to take steps to protect your home.

12/01/2022

Are you prepared for healthcare costs in retirement?https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Planning_for_Healthcare_Costs_in_Retirement_-_Eagle_-_final3.pdf

Buying a home amid higher mortgage rates. 11/30/2022

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:

Buying a home amid higher mortgage rates. New York Life guides you through buying a home during higher mortgage rates and inflation.

Small Business Week | Business Solutions | New York Life Insurance 11/26/2022

Today is ! Last year, over 50 million people shopped in-store, and more than 50% of Americans plan to participate today. Click below to hear why New York Life agents appreciate the impact small businesses have on their communities.

Small Business Week | Business Solutions | New York Life Insurance The last few years have been hard for small businesses. But your determination to succeed is your greatest strength. Learn how New York Life can provide the ...

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I believe that a policy is more than a piece of paper. Thatʼs why I work every day to bring you the guidance you wonʼt f...
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