Brandon Kelley, Licensed Agent 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/3N7b2jt

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.

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=eyJvcmdhbml6YXRpb25faWQiOiA1MzQsICJncm91cF9pZCI6IDg4NTYxMCwgImFzc2V0X2lkIjogMjA2MDk4NSwgImdyb3VwX2NvbnRlbnRfaWQiOiA5Njg0OTEwOSwgImdyb3VwX25ldHdvcmtfY29udGVudF9pZCI6IDE1NDI3ODg5MX0%3D

I have found that the more informed my clients are about retirement,
the better they feel. To that end, I recommend reading this brief article. If you have any questions, please feel to reach out any time.

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.

Here are seven ways to be more organized for tax season, so you can stop dreading the paperwork and get back to your life.

7 Best Practices for a Stress-Free Tax Season | Kiplinger If you’re organized, your tax preparation will go so much more smoothly.

This article looks at current mortgage rates, previous rates, and what this means for you—borrowers who want to purchase a home.

Current Mortgage Rates, March 31, 2022 | Rates Moved up | NextAdvisor with TIME A handful of principal mortgage rates all climbed up today. The impressive growth in borrowing costs for fixed-rate 30-year mortgages is notable, but 15-year fixed rates also saw growth. For variable rates, the 5/1 adjustable-rate mortgage (ARM) also floated higher. In 2022, mortgage rates rose near...

When I help my clients put together a financial strategy, I always keep taxes in mind. Read these four tools to help you maximize tax savings as you prepare for retirement. When you’re ready to talk about your financial future, reach out to me.

Four tax tips everybody should know when investing for retirement Here are four tools to help you capitalize on tax savings as you approach or enjoy retirement, according to Rutgers School of Business Professor Jay Soled, who spoke with Yahoo Finance Live.

Thank you Aliveah! I look forward to working with you.

What are some of the steps you take to achieve your biggest goals?

If you’re worried about your finances or feel uncertain about the future, these tips from financial experts can help you wisely budget for the unknown.

3 Budgeting Tips For An Uncertain Future Budgets are flexible tools that can help keep you on track for almost any financial goal. But how should you adjust your budget when the world becomes uncertain? “With the world repeatedly dropping surprise and horror upon our doorsteps over the last few years, people are understandably feeling l

Are you on track for retirement? Would you like to learn strategies to save even more?
Please join us for an informative webinar, “Understanding your IRA Opportunities” on April 7, 2022 at 2 p.m.
You’ll hear from retirement experts to learn how supplement your current savings, gain access to a potentially wider range of investment options, take advantage of tax-deferred growth, and more.
Click here to register today. https://nylife.zoom.us/webinar/register/WN_4XoQL5JYRX-XkcNjNJmLIw

You may need to file a gift tax return, even if you won’t owe gift or estate taxes. The IRS can impose penalties for not filing this return. Find out why in this article.

Avoid The Gift Tax Return Trap You might need to file a gift tax return, even when you don't owe gift or estate taxes.

This article suggests ways you can stretch your retirement savings and prevent the possibility of running out of money.

Consider stretching out your retirement savings by doing this Retirement is different than it was for our parents

Spring cleaning isn't just about scrubbing floors and washing windows. It's also the time to consider freshening up your finances. Let's get in the spirit of the season together.

It’s not too late to spring clean your finances. Eight tips to review and take control of your financial situation including saving, budgeting and life insurance.

Tonya Ripley, a personal finance author and speaker, shares the five strategies she used to transform her finances over the past decade.

5 strategies a millennial money expert used to fix her credit, pay off debt, and supercharge her earnings in 10 years Today, Tonya Rapley is a personal finance author and speaker — but her own financial success was a long, steady process that took nearly a decade.

This article provides answers to the most frequently asked tax questions, including information about deadlines, refunds, and more about this year’s tax season.

Tax season 2022: What to know about deadlines, refunds, audits and more IRS starts accepting and processing 2021 returns on Jan. 24, but last-minute filers will have a little extra time.

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future.

5 strategies to diversify investments | New York Life It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

Brandon Kelley, Licensed Agent with New York Life now takes appointments on their Page.

Shadow or no shadow, spring will be here before we know it. So let's start spring cleaning early this year and get your finances in order. Do you need a strategy? Let's talk.

5 strategies to diversify investments | New York Life It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

Asia and Cory used the cash value of their permanent life insurance policy to fund the down payment on the new building for their gym. Life insurance provided Asia’s family with financial support more than once. Watch the full story here https://lifehappens.org/videos/in-good-times-and-bad/

Life has changed for many seniors over the past year. The result is uncertainty and fear about Boomer’s financial futures. This article shares how to face your fears, avert financial doom and design the life you want.

Seniors Need to Face Their Financial Fears Yes, the pandemic has brought many changes to our lives and our finances, and some of them have been particularly scary for older Americans. Here’s how to face your fears and move forward.

During the “great resignation,” millions of Americans chose to retire within the past year, but for those who retired, a surprising number chose not to take Social Security right away. Learn the simple reason why in this article.

Why You Should Delay Social Security—Even If You Chose To Retire Early During the “great resignation,” millions of Americans chose to retire within the past year or so.

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

Wishing everyone a happy and healthy holiday season!

Business leaders can take these six simple actions to set the stage for success in 2022 and generate momentum for what lies ahead.

Council Post: Six Ways Business Leaders Can Prepare For Success In 2022 And Beyond 2022 will not bring back “business as usual.”

The IRS usually has three years to audit you. But there are many exceptions that give them six years or longer. Here’s what you need to know if you’re audited by the IRS.

IRS Audits: 3 Years, 6 Years Or Forever, Which Applies To You? It pays to know how many years are at risk, and there are steps you can take to hedge. The IRS usually has three years to audit you, but there are many exceptions that give the IRS six years or longer. The three years is doubled to six if you omitted more than 25% of your income.

Hi everyone. As the COVID numbers are rising and many of us will be spending the holidays with loved ones, I am making virtual meetings my primary way of meeting with clients. If in person is still your preference, we can find a way to safely do so. Let’s make it a comfortable place for the seniors and at risk in our lives. Happy Holidays! 🎅

Before the spirit of the holiday completely washes over you, take a look at these six financial habits that could be detrimental to your holiday season—and beyond—if not addressed.

Council Post: Six Financial Habits To Avoid During The Holidays The holidays are a great time for a financial checkup.

With winter comes crisp days, nights by the fire, and hopefully time to reflect on your financial future. Of course, where you live matters a lot. Learn how much it will cost you to retire in your state, and if you need any guidance, let's talk.

How much it actually costs to retire across America. With the cost of living varying considerably across different regions, we explore the cheapest places to retire – and the actions you can take now to maximize the size of your retirement pot.