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Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at:
https://bit.ly/4ekDzz9

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/4ej5E9S

If getting your finances in shape is one of your goals for this year, remember that having enough life insurance is important.

Are you familiar with fundraising appeals for bereaved families? What if there was an affordable way to protect your family from financial hardship during grief? What's your budget for peace of mind?

Life Insurance Awareness Month is a great time to review your insurance options, but it's even more important whenever you go through a significant life change. Wherever you are in your journey, I can ensure you have the right insurance for your needs. Reach out, and let's chat.

If texting on a flip phone is a memory for you, then you need to consider life insurance or additional coverage.

A good Reason ALL parents need life insurance?

1. You want to ensure your child's education.

If you know, you know.

Starting a family is a priority for many couples in the LGBTQ+ community. But before you start preparing the nursery, it's important to prepare financially. As a New York Life financial professional, I'm proud to have helped countless LGBTQ+ families prepare for the changes a new child brings. Reach out, and let's prepare together.

Life Insurance for the LGBTQ+ Community | New York Life You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

Finding your soulmate was a dream come true. Now let’s focus on your dreams for the future. No matter how much—or little—you and your partner have saved so far, I can work with you to help you achieve your happily ever after. Check out these tips to start, and when you have a moment, let's chat.

Financial Planning After Marriage | New York Life There's plenty to discuss after your wedding, including your financial future. Learn from New York Life about post wedding financial planning and budgeting.

A great reason for parents (or grandparents) to get life insurance coverage for their children/grandchilden is to build cash value over time. This cash value is not only a cash asset, but it is a tool for supporting their future financial goals.

Today, we take time to remember all the lives lost—and all the lives changed forever—on 9/11.

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

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing costs. But these days, not everyone follows that advice.

The 30% rule for housing costs is ignored by 76% of Americans — is it time to revisit this budgeting technique? “The more money people spend on housing, the less they have for essential bills."

Understanding the options between buying and leasing a car can save you money.

Is Leasing a Car Cheaper Than Buying? Know the Costs

New York Life’s RISE The Empowerment Plan aims to provide greater financial awareness as a foundation for building generational wealth for African American families. To learn what wealth-building strategies are right for your family’s needs, contact me today.

We need to increase awareness and enhance education to get people the coverage they need.

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Types of Income the IRS Doesn't Tax

If you are the child, spouse, or domestic partner of a frontline healthcare worker who lost their life due to COVID-19, we want to support your educational goals. Cofounded by New York Life, the Brave of Heart Fund is now offering scholarships ranging from $5,000 to $25,000, with funds guaranteed to all eligible applicants. Most recipients can reapply for scholarship support each year through the 2026–27 school year. Apply by October 7, 2024, and take the next step toward your future.
If you’re a high school senior, current undergrad or grad student, or you’re looking to resume college after time off—visit the link to learn more, check eligibility details, and apply.
https://bit.ly/4cUIgia

"Some people want it to happen, some wish it would happen, others make it happen." ~Michael Jordan

Here are some of the differences between term and permanent life insurance. And depending on your circumstances and financial goals, sometimes getting both term and permanent life insurance is the answer.

Mastering Family Business Dynamics
Succession planning for family owned enterprises is not just a business necessity; it's a commitment to preserving family harmony and ensuring the longevity of the business. Addressing the complexities of family dynamics and making informed, transparent decisions can help family business owners minimize future conflict both in the boardroom and in the family room. This article, by estate planning attorney Patricia Annino, provides basic principles and best practices for mastering family business dynamics. https://bit.ly/3MyCyrn

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

New York Life declares company record. We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

When you envision your perfect future, what do you see? Starting a business? Raising children? Traveling the world in retirement? For me, it's helping those in my community live the life they've always imagined. As a New York Life financial professional, I've helped countless individuals in the LGBTQ+ community build their financial futures. Reach out, and let's get to work on yours.

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Think life insurance is too expensive? You may be surprised to hear that that you can get a $1 million term policy for less than the monthly cost of your cell phone. Want to know more? Just give me a call.

Term Life Insurance | New York Life Discover how term life insurance from New York Life can protect you, and learn about converting to permanent coverage such as whole life insurance.

Life is a journey; make sure to protect your own path financially with life insurance.

From CDs to annuities, there are a lot of ways to save for retirement. The key is choosing the right strategy. I can help make sure you're saving the right way for the goals you want to achieve. Reach out, and let's make sure your retirement is picture-perfect.

Happy Labor Day! Let's take a moment to celebrate the dedication and perseverance of all workers. Whether at home or in the office, your hard work truly makes a difference.