Danielle Flannelly agent with New York Life Insurance Company

Agent with New York Life helping families and business owners to create, build, and preserve wealth

11/01/2024

Feliz Día de los Mu***os to you and your family!

10/31/2024

Happy Halloween to you and your family.

10/24/2024

Whether you’re working towards retirement or you’re already there, Social Security is key to your plan. Your benefit depends on earnings, years worked, and retirement age. The average check is $1,920.48.* This interesting article breaks down benefits by age and more:
Feel free to reach out for help with your own retirement strategy.
https://bit.ly/3UlPoOa

10/21/2024

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.

Need to Save More for Retirement? You're Not Alone, Says Study 10/18/2024

More than half of Americans feel behind on their retirement savings. Here's how to save more.

Need to Save More for Retirement? You're Not Alone, Says Study A new Bankrate survey shows that 57% of Americans feel behind on their retirement savings. Here's how to save more.

Estate Planning In 2025: Leveraging SLATs Before The TCJA Sunset 10/16/2024

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Estate Planning In 2025: Leveraging SLATs Before The TCJA Sunset Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

3 lesser-known tips for financial success. 10/10/2024

October is Financial Planning Month! As the year ends, it's a great time to review your finances. Check out these lesser-known tips to help secure your future:
If you’d like to discuss a personalized financial strategy, feel free to reach out.

3 lesser-known tips for financial success. The power of financial planning can be unlocked for everyone, regardless of income, net worth, age, or goals.

10/08/2024

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

09/13/2024

How rising taxes affect your finances.
Taxes are crucial to personal finances, and staying informed is key. This article discusses individual tax rates, the national debt, and projected tax increases over the next decade. The analysis is data-driven and provides a comprehensive look at what we might expect in the coming years. Article is for information purposes only. Consult your own tax advisor to tax advice.
Let's discuss how this might impact your financial situation.
https://bit.ly/3B6wlk8

Is It Safe to Rent Your Home During Retirement? 08/29/2024

Owning a home during retirement might seem like a more financially stable option than renting. But learn why renting could be a great idea for retirees, too.

Is It Safe to Rent Your Home During Retirement?

08/27/2024

Student loans are among the biggest debts for Americans. Lowering these debts can provide significant financial relief. This article discusses ways to reduce your monthly payments amidst recent changes in student loan relief.
https://fxn.ws/4dFbtyv

If you have questions about how student debt affects your finances, please contact me.

08/26/2024

Financial security means having the right financial strategy for your goals. That's why I offer trusted guidance to help you make informed financial decisions for your future. Reach out, and together we can create a strategy that works for you.

08/23/2024

Learn more about Individual Disability Insurance from New York Life.

Long Term Care Insurance Costs by State and Region | New York Life 08/21/2024

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Planning for retirement means preparing for life's uncertainties. This National Senior Citizens Day, reach out and let's work together to ensure you're well-prepared for the future.

Long Term Care Insurance Costs by State and Region | New York Life Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

08/13/2024

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/3yEStkx

If you have any questions about reaching your personal financial goals and would like to discuss your strategies, please feel free to contact me.

08/05/2024

As a parent, one of the greatest gifts you can give yourself—and your family—is the assurance of a secure retirement. That's why it's important to plan ahead to ensure financial stability during your non-working years. Give your future self a pat on the back by reaching out and letting me help you build the retirement you deserve.

08/02/2024

Summer vacations remind us of the importance of creating lasting memories. Ensure those memories are protected no matter what life brings. Reach out, and let's discuss a financial strategy that secures your family's future.

07/31/2024

Supporting aging parents and raising your own family can stretch your resources thin. It's okay to seek help. As a financial professional, I can provide you with strategies that help ease your financial burden, while ensuring both your family's current needs and future security are met. Reach out and let's start on a strategy today.

07/30/2024

Social media can be a great resource for tips and advice. But when it comes to your financial security, it never hurts to follow up with a trusted professional. Whatever your goals for the future may be, I can provide customized guidance to help you in your journey. Reach out, and let's talk.

7 Simple Brain Hacks To Expand Your Career Success 07/29/2024

Applying these simple brain hacks to your daily work and career strategy can help you stand out, make your mark, and expand your personal brand. Cognitive biases underscore the importance of first impressions in getting noticed.

7 Simple Brain Hacks To Expand Your Career Success Put your brain to work so you can easily increase your career success and grow your personal brand.

07/28/2024

Social media can be a great resource for tips and advice. But when it comes to your financial security, it never hurts to follow up with a trusted professional. Whatever your goals for the future may be, I can provide customized guidance to help you in your journey. Reach out, and let's talk.

07/28/2024

As a parent, one of the greatest gifts you can give yourself—and your family—is the assurance of a secure retirement. That's why it's important to plan ahead to ensure financial stability during your non-working years. This Parents' Day, give your future self a pat on the back by reaching out and letting me help you build the retirement you deserve.

2 Money Lessons From Ramit Sethi That Gen Z Must Learn To Build Wealth 07/24/2024

Today’s kids are growing up in a difficult financial landscape. Money guru Ramit Sethi shares some tips for Gen Z.

2 Money Lessons From Ramit Sethi That Gen Z Must Learn To Build Wealth Today's kids are growing up in a difficult financial landscape. Luckily, money guru Ramit Sethi, author of the worldwide bestseller "I Will Teach You to Be Rich," has some tips for Gen Z. When he was...

07/23/2024

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/4cRPaFE

07/15/2024

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/4cDtMUx

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