New York Life & NYLIS Securities

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The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas and tips for teaching your kids about money and how inflation has such a big impact.
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Aside from teaching your kids, if you have questions yourself about finances or investing when inflation is so widespread, please feel free to contact me.

There are many older adults facing a retirement with no or insufficient income sources. There are still several ways to stash some cash for those golden years. This article contains seven strategies that can help you in both the short and long term.
https://money.usnews.com/money/retirement/articles/the-best-ways-to-boost-retirement-savings-after-age-50 If you have questions about reaching your retirement goals, please feel free to contact me.

Leaving a steady paycheck behind can be a scary thing. However, working with a financial professional is the best way to figure out how much monthly income you’ll actually need in retirement. See how much other retirees make and spend in this inciteful article. https://money.usnews.com/money/retirement/articles/what-is-a-good-monthly-retirement-income If you have additional questions about reaching your retirement goals, please feel free to contact me.

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health check. This great article from New York Life includes five things you can do to help minimize your taxes for the future. If you have any additional questions about your taxes or personal finances today, please contact me.

Make filing your tax return the start of your financial health check. Plan your tax strategy with five top tax season financial planning considerations from refunds to cashflow and investment-related deductions.

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

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If you have additional questions about reaching your retirement goals, please feel free to contact me.

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

Every 401(k) operates differently, and some plans have drawbacks that you need to plan around in retirement. Here are 10 things you should know about your employer-sponsored retirement plan.

401(k) Plans: 10 Things You Should Know When it comes to 401(k) plans, it's your money. But your boss and the government make the rules.

A 529 college savings plan can offer a tax-advantaged way to pay for a loved one's education. However, there are rules to follow to maximize its benefits. Click the link to learn more.

529 Plan Contribution Limit | New York Life Learn more about 529 plan contribution plans and withdrawal rules with help from New York Life. Prepare for your educational future today.

Here are some of the best college-related tax credits, deductions, and tax breaks that can mean thousands of dollars of savings on tuition, fees, books, and supplies.

Taxes 2023: Credits, deductions, and tax breaks for student loans and college costs Both college students and parents of college students can take advantage of tax breaks that can mean thousands of dollars of savings on tuition, fees, books, and supplies.

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

New legislation allows unused money from 529 college savings plans to be redirected to a tax-free IRA account.

Education Savings: Leftover 529 Plan Money Can Roll Over Into an IRA Thanks to New Law Owners of 529 college savings plans got a potentially lucrative boost from the $1.7 trillion omnibus spending bill that passed in late December, thanks to a measure that allows unused money in the...

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

Here are four ways you can take advantage of a down market and improve your financial situation.

4 Ways You Can Take Advantage of a Down Market With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Massive changes could be coming for your 401(k)—here’s what you need to know Americans could start saving a lot more for retirement.

Want a better retirement? Read these books to help you prepare for retirement planning.

These books can guide you to a better retirement Get a jump-start on New Year’s resolutions by reading these books to prep your retirement planning

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

What's In The Secure 2.0 Act? What The Government Spending Bill Means For Investors And Retirement SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

Buying gifts for the little ones is one of the perks of being a grandparent. Buying them for yourself is one of the perks of budgeting for retirement. Now that the holidays are over, learn how you can be better prepared to manage your retirement spending.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Experts: How Millennials Can Navigate Common Obstacles To Saving For Retirement Wages had been stagnating for 30 years since the early 1970s by the time the oldest millennials started trickling into the workforce at the turn of the 21st century. Since the late 1970s, productivity...

Student loan debt and the housing crisis make it harder for Millennials to save for retirement, but here are ways you can navigate those obstacles to ensure you have an adequate nest egg.

Experts: How Millennials Can Navigate Common Obstacles To Saving For Retirement Wages had been stagnating for 30 years since the early 1970s by the time the oldest millennials started trickling into the workforce at the turn of the 21st century. Since the late 1970s, productivity...

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

Savings and checking accounts both serve different purposes. Consider these pros and cons for both before you decide which is right for you.

Savings vs. Checking Accounts: Which One Should You Use? Savings accounts and checking accounts have different uses, so it's worth knowing which is right for you.

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.