George Watler

Not all of us are thinking about our finances right after we get married. But the sooner you answer your financial questions, the sooner you’ll be prepared for a future together. On that note, I recommend reading this piece about merging your financial accounts after marriage.

Combining Finances After Marriage | New York Life Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

I want to share an inspiring story with you today. It’s from New York Life’s new podcast series, “Love Takes Action,” and it’s about a community banding together in the wake of Hurricane Ida. Ellen Adair, our host, takes us beyond the eye of the storm in New Orleans, where we discover what it takes to overcome the devastation of a hurricane. You can find it on any major podcast platform today. I hope you enjoy it.

Love Takes Action podcast. Our lives are defined by key moments, sometimes expected, sometimes unexpected. Love Takes Action season one explores stories of people putting their love in action in real life situations or during extraordinary events, sharing moments of compassion, strength, resiliency, and humanity. Independent....

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!

Security is ensuring you are prepared for unexpected or unwelcome changes. Learn the importance of building an emergency fund and reach out if you need any help getting started.

Why you should have an Emergency Fund | New York Life Setting aside funds for the unexpected is key to being able to address emergencies while you continue to work towards your financial goals.

is a great time to protect yourself and the ones you love. Learn how disability insurance can help protect your most valuable financial asset—your ability to earn an income.

What is Disability Insurance? | New York Life What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

As a small business owner, you are your business, and your business depends entirely on you. Take a look at how life and disability insurance can be there for you if things take an unexpected turn.

Why Small Business Owners Need Life and Disability Insurance You've probably thought about general liability insurance as a small business owner, but what about life and disability insurance?

If you like listening to podcasts, you won’t want to miss our new series, “Love
Takes Action.” You can listen free of charge on all major podcasting platforms. Our fifth episode is dropping today. It takes us to Montclair, New Jersey, where we hear what happens when the pandemic upends your dream business. It’s a story of entrepreneurship and community, and I hope you enjoy it.

Love Takes Action podcast. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Give your future the freedom, liberty, and security it deserves this .

What is Whole Life Insurance? | New York Life What is whole life insurance? Learn more about whole life insurance quotes and how these types of policies work with New York Life.

There’s no doubt about it now. Inflation is here, and it’s affecting a lot of decisions we make, including preparing for retirement. On that point, I’d like to direct you to an interesting article from Forbes that speaks to inflation and retirement planning. If you have questions about your future, you can always reach out to me.
https://hearsay.social/3x2fg6l

On and every other day, we support military families who have lost loved ones in service to their country.

Memorial Day: remembering our fallen heroes. On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

In season one of “Love Takes Action,” we explore extraordinary stories of
compassion, strength, resiliency, and humanity. And our fourth episode has all that and more. It’s called “A Cut Above the Rest,” and it takes us to Holly Grove, Arkansas, where we discover how Charlten Hendersen worked to support the mental health of his community. You can find it today on all major podcasting platforms.

Love Takes Action podcast. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Many of us never think a disability will impact our lives. Statistics tell another story. For the month of May, we celebrate Disability Insurance Awareness Month by giving you the tools to protect your future. Learn more about your disability insurance options today.

What is Disability Insurance? | New York Life What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

If you haven’t listened to New York Life’s new podcast, “Love Takes Action”, you’re missing out. This inspiring podcast series explores stories of people putting their love into action. Episode 2 & 3 drop 5/10, available free of charge on all major podcast platforms.

Love Takes Action podcast. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

That’s why having an individual disability insurance policy is so important!

Whether you changed jobs for a better work-life balance or a more fulfilling career, starting a new job is a great time to work on good financial habits. I can help you with financial strategies for navigating this transition.

Stretching can be a great way to stay in shape, but stretching your savings in retirement can be an issue. Click here to learn how you can move from savings to retirement income with these 5 tips.

Retirement Income Planning Tips | New York Life As you transition from retirement saving to living in retirement, consider how to structure your income and manage your portfolio to plan for a longer life.

I’m excited to introduce New York Life’s inaugural podcast, “Love Takes
Action.” Hosted by actor and writer Ellen Adair, “Love Takes Action” explores
stories of people putting their love into action in real-life situations. Episode 1
drops 4/26.

Did you know that over 60% of Boomers and GenXers are saying the economy is getting worse, not better. Many recall the sustained inflation of the 1970s and 1980s with a shudder. Considering solutions that reduce exposure to risk and protect income through volatility could be a good solution. Learn more.
https://hearsay.social/3Fm8OcP

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Here are five tips businesses can try to help retain top talent and keep team members committed to their company’s mission.

Council Post: Five Tips For Retaining Your Top Talent During The Great Resignation HR policies will need to be updated, executive teams will need to be more open-minded, and employees will need to realize their power in the company’s success.

Did you know there are ways to earn tax-free income during retirement? It’s all part of a tax diversification strategy outlined in this brief video. If you have questions about retirement or tax diversification, I can help.
https://bcove.video/3hNaWOd?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA1MzQsICJncm91cF9pZCI6IDEwMTYwNjcsICJhc3NldF9pZCI6IDIxNDQwMzYsICJncm91cF9jb250ZW50X2lkIjogOTY4NTAwMDUsICJncm91cF9uZXR3b3JrX2NvbnRlbnRfaWQiOiAxNTQyODA2OTh9

You wear many hats as a head of the household. So when it comes to life insurance, you know the value of flexibility. Give me a call to learn how a cost-effective, portfolio approach can help provide protection on your terms.

Term Life Insurance - Protection For A Period of Time | New York Life Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

Whatever the future holds for you and your family, I take pride in helping you prepare for it. Letʼs talk about how I can give your family a little more peace of mind.

Take a look at some of the best games of yester-year that can help teach your kids math and money concepts.

6 Old-Fashioned Games That Can Teach Kids About Money Like many parents, you might be struggling to help your child with math. Luckily, there are some games that make teaching kids math and money concepts easy. Some of the best games became popular...

What kind of legacy do you want to leave?

When was a time that teamwork helped you solve a problem that you couldn’t tackle on your own?

When you’re running a business, it’s important to surround yourself with positivity and uplifting influences. Find out how positivity can increase the odds of your success, in this article.

Positivity Is Profitable: Adopt The Mindset That Makes Millions In business, a positive mindset is an underrated key to profitability. When entrepreneurs choose to be positive and surround themselves with the right types of voices, it greatly increases their odds of success, argues founder, author and CEO Hazem Mulhim.

Worried you may not have enough saved for retirement? That's what I'm here for. Reach out and I can help you identify insurance solutions, investments, and strategies to make your savings last.

Retirement Planning - Help Your Savings Last | New York Life Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

When it comes to retirement, more income means less worry. Learn how New York Life's deferred income annuities can help.

Deferred Annuity - Create Future Retirement Income | New York Life Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

Did you know a beneficiary can be a non-family member, a trust, a charity, or an estate? This , learn more about choosing a life insurance beneficiary and reach out if you need any help.

What is a Beneficiary? | New York Life Learn more about the importance of a designated beneficiary on your whole life insurance policy and why working with a New York Life agent may benefit you.

Even the best-laid plans for retirement can go awry without a tax strategy. From types of retirement vehicles to the timing of withdrawals, with the right strategy in place I can help you keep more of what you've earned. Let's talk.

Tax Planning & Strategies for Retirement | New York Life Plan for your retirement by investing in tax advantaged accounts and by using efficient withdrawal strategies to prepare for your retirement. 

I love my work because I love helping people. Every day, I get to help my clients protect what matters most to them. And that makes everything I do worth it. Let me help you today.