NYC Advisory Group

My Texas friends, please read below. I am here to serve and educate.

We are very thankful what we have accomplished in 2023.

2022: Year of Revamping + Learning
2023: Year of Ex*****on
2024: Year of Expansion

ANNUITY REFINANCE, this high interest rate won’t last long. Ask me how!

Registration Link: https://tinyurl.com/28f3ymm9

Title: September is Life Insurance Awareness Month - Join Us to Learn More!

Description:
Join our exclusive Life Insurance Webinar! Discover the critical importance of securing your family's financial future. Learn about policy options, beneficiaries, and tax benefits. Get expert insights, real-life case studies, and interactive Q&A. Don't miss this opportunity to gain peace of mind. Register now!

Date: September 27, 2023
Time: 8:00pm EST

While the high cost of college can be intimidating, there are several ways to supplement your 529 plan. Cash value life insurance can open many doors as a 529 supplement.

Financial foundation should be on everyone’s top priority list. What a great licensed associate training today at our Flushing Financial Center. Let me know if your would like to learn more about the financial services industry.

Hey everyone! 🌸 Spring is finally here, and you know what that means: it's time for some spring cleaning! But, have you ever thought about doing some spring cleaning on your financial literacy? 💰

Improving your financial knowledge is just as important as tidying up your home, and it can have a significant impact on your financial future. Learning about personal finance can help you make better decisions with your money, like creating a budget, investing wisely, and managing debt.

So, this spring, take some time to read a personal finance book, listen to a finance podcast, or attend a financial education webinar. Invest in your financial future, and watch your money grow! 🌱

Let's make this spring a season of financial growth and prosperity! 💪

The choice is yours!!

Please welcome Jessie to join our team as the “Healthcare Expert” with over 20+ years in the healthcare insurance industry. We can’t wait to service and help more families & business owners.

We show our love and support in countless ways. Are you showing your loved ones how much they mean to you by protecting them with life insurance?

This solution will give you a piece of mind and a guarantee that your money will be there during in your retirement days. In this case study, the client age 54 rolls over $500,000 qualified retirement money from any qualified accounts (IRA, previous 401k/403b) and they will receive 20% bonus to their benefit base with a guarantee rollup of 8% to 10 years. If the market has a negative return, you will get 0% return, and your money is still there. Guarantee solution and a piece of mind! This is what we need in this banking fiasco situation and market conditions. Don't let it happen again, like the folks who loss 35-40% in 2022. Please reach out to me directly to set this up ASAP.

Are you looking for an opportunity to build your side hustle in the financial industry? With the rapid advancement of technology and changing consumer preferences, the financial industry is creating new opportunities for individuals to earn extra income and build their side hustles remotely or in-person.

From freelance consulting and financial planning to creating content and social media marketing, there are countless ways to leverage your skills and interests to build a successful side hustle in the financial industry. As the industry continues to grow and evolve, there is no shortage of opportunities to innovate and succeed.

At our firm, we specialize in helping individuals and entrepreneurs navigate the complex world of technology and leverage their skills and talents to build successful side hustles in the financial industry. Whether you are looking to launch a new venture or expand your existing skills and knowledge, our team of experts can help you every step of the way.

Don't miss out on the incredible opportunities in the financial industry. Contact us today to learn more about how we can help you build your side hustle in the financial industry.
to help your family!
to help other families!
to make a difference and help you community!

Financial literacy is the ability to understand and manage your personal finances. It encompasses everything from budgeting and saving to investing and managing debt. In today's world, where financial decisions are becoming increasingly complex, it is more important than ever to have a good understanding of financial literacy. Here are some reasons why financial literacy is important:

1. Helps you make informed decisions: Financial literacy equips you with the knowledge and skills to make informed financial decisions. This includes knowing how to create a budget, understanding the different types of investment options available, and managing debt. With this knowledge, you can make decisions that are in line with your financial goals and help you achieve financial stability.

2. Improves your financial well-being: When you are financially literate, you are better equipped to manage your money and avoid common financial pitfalls. This can improve your overall financial well-being and reduce financial stress. For example, knowing how to create a budget and stick to it can help you avoid overspending and falling into debt.

3. Increases your earning potential: Financial literacy can also increase your earning potential. By understanding the financial market, you can identify investment opportunities that can help you grow your wealth over time. Additionally, you can negotiate better salaries and benefits when you have a good understanding of the financial implications of different job offers.

4. Helps you plan for the future: Financial literacy is crucial when it comes to planning for the future. This includes saving for retirement, creating an emergency fund, and planning for major life events like buying a home or starting a family. With a good understanding of financial literacy, you can make informed decisions that help you achieve your long-term financial goals.

5. Protects you from scams and fraud: Financial literacy also helps protect you from scams and fraud. When you understand financial concepts like interest rates, fees, and investment risks, you can spot warning signs and avoid fraudulent schemes. This can save you from losing money and protect your financial security.

In conclusion, financial literacy is essential in today's world. It helps you make informed financial decisions, improves your financial well-being, increases your earning potential, helps you plan for the future, and protects you from scams and fraud. By taking the time to educate yourself on financial concepts and strategies, you can achieve financial stability and build long-term wealth.

Love + Marriage

Is a prenuptial agreement a good idea for you and your intended spouse? Probably, if any of the following scenarios apply:

Either of you has children from a previous marriage
You own a business or are involved in a family-run company
Either of you has significant assets that you want to keep separate
One of you is concerned about the other party's debt
You are giving up a lucrative career to get married

Aging parents and their kids need to talk about wills and estate plans so they can stay in control of their financial futures. Here’s how you can help get things started. https://bit.ly/3Xdn1Ab

Happy Tuesday!

AREAA Brooklyn is excited to present our 1031 Exchange Event tomorrow!

Registration is now opened and we are very excited to see everyone there. This is a great WIN-WIN opportunity to help your clients expand their real estate portfolio and earn more commissions!

Please click on the link below to register!
https://areaa.org/brooklyn/event/areaa-brooklyn-1031-exchange-breakfast-and-learn

What Is a 1031 Exchange? Know the Rules
A 1031 exchange is a swap of one real estate investment property for another that allows capital gains taxes to be deferred. The term—which gets its name from Section 1031 of the Internal Revenue Code (IRC)—is bandied about by real estate agents, title companies, investors, and more. Some people even insist on making it into a verb, as in, “Let’s 1031 that building for another.”

Life insurance may seem scary, but we can help you!

Financially and emotionally, caregiving can take a toll in many ways. Hear new insights from financial planners about the best ways to engage clients and their families on this growing challenge. https://lnkd.in/gkzkpW93

https://youtu.be/facBzHBDYCY

Reach FI from FIRE through real estate.

FI = Financial Independence
FIRE = Financial Independence Retire Early

How I Earn $6,500/Month In Passive Income | Fired Up Amberly Grant, 34, vowed to be a millionaire after reading her first finance book at age 15. Then, in college, she discovered the FIRE movement, which stands...

FIRE 🔥

How I Retired Early With $3 Million At 36 In San Diego | Fired Up Jeremy Schneider, 41, lives in San Diego and achieved FIRE — financial independence, retire early — at 36. In 2015, he sold his Internet company RentLinx for...

2-n-1: Money Knowledge for Young Professionals + Make your own BOBA Tea!!

Learn about ways your finances are affected when you switch jobs and how to retire early and enjoy your hard earned money. Have some fun by making your own cup of boba milk tea. Do this in a casual environment with music playing in the background while meetings other young professionals like yourself (age 21 to 35). Come meet and make new friends and walk away financially smarter. FYI: Photo Booth will be onsite!

Date: Saturday, February 11, 2023

Time: 3-5pm

Place: Provided in email confirmation once you register.

***Limited admission -- doors close at capacity. Please bring ID and face mask.

EventBrite Link: https://www.eventbrite.com/e/2-n-1-money-knowledge-for-young-professionals-make-your-own-boba-tea-tickets-520911078057

Attending training is a part of personal growth!!

Parents: Please invite your child's teacher to attend this very important Financial Planning webinar.

Educators are a critical part of advanced society. Without them we would have an under-informed and underperforming civilization. Educators teach, encourage and lead us to a greater good contributing to the possibility for a better future. While educators teach others, they too fall victim to what most Americans lack - personal financial education. Busy schedules are hurdles to good planning and preparation for what we all work for - growth and protection of our hard earned money so we can weather the challenging times as well as enjoy happier times.

We'll turn the attention to you. Join to learn how to manage your money to better prepare for your needs with strategies that help navigate the challenges faced by educators. Please join us for an exclusive financial planning webinar for teachers and educators on Wednesday, November 30th at 8pm EST.

Educator and Teacher’s Financial Planning Webinar
Date: November 30, 2022
Time: 8pm EST - 9pm EST

Topics:
Rule of 72
X-Curve Concept
Save Early vs. Save Later
The Impact of Taxes
Three Tax Buckets
Benefits of DOE (TRS, TDA, RMD, Tax Planning)

Additional Content:
-Learn how to use your current income to supplement life's changing financial needs.
-Learn what other competitive savings options there are aside from TRS/TDA.
-Learn what to do if you haven't started saving for a financial cushion.
-Learn how to make your hard earned money work harder/smarter for you.

Zoom Registration Link:
https://us02web.zoom.us/webinar/register/WN_PtNLFHMkQS6IE4oIWKWUqw

October is College Planning month.

October is breast cancer awareness month. We give hope to the fighters and, the survivors, and honor those that forever live in our hearts.

We spend hours planning for our vacation but don't spend time with financial planning to protect your family. SMH! If you love your family, sit down ASAP with a financial professional. I can assist if you have any questions. "We don't plan to fail but we failed to plan!" Life insurance is the foundation of every family.

Please DM us for registration link for tonight's Investment Strategy Webinar.

I hope everyone is doing well and safe. As we all know, the last few months have been flipped upside down in the stock market with the increasing pace of inflation and interest rates. Our dollar doesn't go very far anymore. Please join us tonight to learn how you can pivot in the stock market with other alternative solutions. I hope to see everyone tonight as I will be the one who will be presenting. Thank you and see you on Zoom.

Date: June 28, 2022 Tuesday

Time: 07:30 pm - 08:45 pm EST
Topic: Investment Strategies & Career Opportunity

Presenter: Chris Chen