MassMutual Eastern Pennsylvania

Happy Holidays to all! No matter how you spend this holiday season, may it be filled with joy, health, and peace.

6 in 10 Hispanic Americans have dependents under 18. Ready to create a more secure future for the whole family? Let’s connect.

Source: LIMRA, “Hispanic Americans: A Growing Population with an Increasing Need for Life Insurance,” 2022.

Hot off the press! 🎙 The latest episode of our 'Tips from the Top' podcast is now live! Join Joseph Mallee and financial guru, Tom Henske, as they dive deep into the essential role parents play in shaping their children's financial knowledge.

Explore how the power of technology and social media can be leveraged to turn complex financial concepts into engaging, bite-sized learning experiences. Perfect for those busy days 💡

This conversation is a must-listen for parents and financial advisors alike!

Listen NOW 🎧 on Spotify: https://open.spotify.com/episode/0sD7FgKG30rKGopfzApDTl

Thinking of liquidating your assets to pay a tax obligation? Let’s see if a securities-backed line of credit can help avoid disrupting your investment strategy.

Many business owners would stay on the payroll in the event of a disability, potentially straining business funds. Let’s discuss ways to position your business for the long-term.

Source: MassMutual, “Planning for the Unexpected,” May 2023.

Studies show that Black Americans are looking for solutions to build long-term wealth. If you’re one of them, let’s connect.

Source: McKinsey, “Investing in—and with—Black consumers in financial services,” 2022.

Members of the LGBTQ+ community are less likely to have retirement accounts compared to non-LGBTQ+ individuals. Let’s discuss the resources available to you.

Source: Movement Advancement Project, 2022.

Happy Hanukkah! Sending many wishes for love, light, and peace.

The risk you may be taking when holding a large position in a single company’s stock could outweigh the benefits. Let’s talk about strategies that can help you lower your risk.

fieldnet.massmutual.com

Asian Americans enjoy the greatest life longevity. Whether you’re far or close to retirement, let’s make sure you feel ready.

Source: Harvard Health, “Why life expectancy in the US is falling,” 2022.

The holidays are infamous for “overdoing it.” Let’s make sure you have a sound holiday budget in place today so there’s no buyer’s remorse tomorrow.

Women are typically more involved than their male partners in family financial decisions, yet often don’t feel knowledgeable about life insurance. Let’s change that.

Source: LIMRA, “Insurance Barometer Study,” 2021.

🚨AGENCY SPOTLIGHT🚨

Meet Sean O’Rourke, a Financial Advisor here at MassMutual and, quite possibly, the ultimate Philly fanatic. Sean graduated from Saint Joseph’s University in 2004 but has never stopped considering himself a student of finance. He is well known for his diligence and kindness, always treating his clients like valued friends, with a warm smile to match. 😊

Sean enjoys spending time with his wife and their two adorable daughters, Gia and Camryn. An outdoor enthusiast, Sean can often be found on the green, by the seaside, or out on the water. 🎣

Check out Sean’s Q&A to get to know him better!

https://bit.ly/3uFsd7b

Eat, drink, and be thankful! Wishing you and your loved ones a very happy Thanksgiving.

Gifting isn’t always about giving people what they want - It could be about giving what they financially need. Let’s talk about how gifting can help you and your loved ones’ year end planning.

Estate planning tactics for gift taxes | MassMutual Some families should consider taking gift tax exemptions now as it may save their estates sizable amounts in the future.

Happy Diwali! Wishing you happiness and prosperity during this festival of lights.

To all the men and women who have served our country – we thank you!

Have a safe and happy Halloween!

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill.

Tax-Loss Harvesting: What It Is, How It Works - NerdWallet Tax shelters aren’t just for the rich. Everyday investors should use the strategy called tax-loss harvesting too. Here's how it works.

🚨AGENCY SPOTLIGHT🚨

Meet Shannon Whalen, a Sales Associate here at MassMutual with a passion for service and growth! Shannon graduated from Holy Family University before joining us over seven years ago. Since then, she has dedicated herself to mastering the skills necessary to support our advisors and has become an invaluable member of our staff team. ✨

When she’s not at hard at work, Shannon enjoys spending time with her family and cheering for any Philly sports team! Her favorite vacation spot is Ocean City, New Jersey and she has a passion for helping animals. 🐰

Check out Shannon’s Q&A to get to know her better!

https://bit.ly/3QubnRp

Are you helping a loved one fund their higher education? As a co-signer or borrower for others, now is a good time to consider student loan repayment and refinance solutions. I can help.

It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services can help you plan for your future. https://bit.ly/3trPzg1.

🚨AGENCY SPOTLIGHT🚨

Meet Brad Wood, a Registered Representative here at MassMutual with a decade of industry experience. Brad has built his business by focusing on helping clients prepare for and conquer student loan debt. Aside from all his finance interest, Brad enjoys spending time with his wife, Nicole, and their precious pups, along with keeping up with the latest Star Wars series. 👽

Brad is a big fan of video games – specifically RPG’s – and would most like to visit the moon one day. 🌘

Check out Brad’s Q&A to get to know him better!

https://bit.ly/45m3LEM

Are you one of the millions of Americans with student loan debt? MassMutual and GradFin are working together to help you simplify your student loans and save money. Let’s connect.

Wishing you and your loved ones a very happy Mid-Autumn Festival!

That one high profile stock you have may be a golden goose, but it’s never safe to have all your eggs in one basket. Let’s talk about how hedging overlay services can help protect the value of your assets. https://bit.ly/3rumgsy.

Black Americans have an extensive definition of family. Our professionals can help you protect those you hold nearest and dearest – let’s discuss.

🚨AGENCY SPOTLIGHT🚨

Meet Will Travis, an Investment Specialist here at MassMutual, who earned his CFA designation in 2004 and hasn’t slowed down since. He has worked as a NASDAQ Equity Trader, a Market Maker in the OTC Market, and on some of Wall Street’s leading Equity Trading Desks, including Goldman Sachs and Royal Bank of Canada. 💵

When he’s not assisting financial professionals and clients on investments and portfolio construction, Will likes to spend time with his wife, three children, and their furry friend. 🐶

Check out Will’s Q&A to get to know him better!
https://bit.ly/46bhsYf

Life insurance is about more than just financial security, it’s about safeguarding the future for all. Let our policies be a testament to inclusion, offering protection without prejudice.

To all my friends and colleagues observing Yom Kippur today -- Gut Yontif.

Latin Americans start more businesses per capita than any other racial or ethnic group in the United States. Let’s connect and discuss how to grow and protect your business.

Source: McKinsey, The Economic State of Latinos in America, Dec 2021.

Don’t feel like you fully understand life insurance? You’re not alone. I can help you feel more empowered in navigating your financial journey.

Procrastination can make things harder. For example, waiting to start a savings plan can mean thousands of dollars less when you’re ready to retire. Don’t wait, let’s connect today!