Annie Bass, Agent with New York Life

Watching your grandkids grow up is a grandparent's greatest joy, but being able to help them become who they want to be is one of the greatest gifts you can give. Learn how a 529 college savings plan and supplemental funding from a whole life insurance policy can help you give the next generation a gift they'll always cherish.

Starting college funds for grandchildren | New York Life Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

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.

Life is a journey, filled with ups and downs, joy and loss. Life insurance protects that journey financially—now and in the future.

The benefits of using life insurance as a tool to create multi-generational wealth—while ensuring your loved ones can move forward financially after your passing—can be priceless.

Moment by moment, life insurance can protect your financial journey.

Make sure to take in all of the special moments and experiences you have with your children.

Reviewing your life insurance during these times is key.

If you know, you know. Bonus point if you go find an old phonebook and try to find your old home phone number.

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

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/3BbYSV7

If you know, you know.

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

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.

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! Here's to all the hard workers who deserve a day of acknowledgement and gratitude for all they do.

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/3T7g9F9

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

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/3SPAHlE

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