Jonathan Morrill, Financial Services Professional, Nylife Securities LLC

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
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Sometimes companies overwork employees, and other times employees overwork themselves, leading to mental and physical problems and family disintegration. Here's how to recognize the difference.

10 Steps To Prevent Overwork From Destroying You, Your Career And Your Family

To all my startup and/or small business connections who want to encourage their employees to save for retirement but are intimidated by the traditional 401(k) process, take a look at the article below. Changes to the SECURE Act allow for a simplified "starter" 401(k).
Feel free to reach out if you have questions!

This article highlights what a starter 401(k) is, how it differs from the standard 401(k), which companies offer it, and how you can participate.

What Is a Starter 401(k)? Starter 401(k) plans make it easier for employers to offer a retirement plan to employees and for employees to save for their future.

If you’re paying off student loan debt, you may now have an easier time saving for retirement. As of 2024, new rules offer help to workers who are making student loan payments instead of putting money into a 401(k), 403(b) plan or SIMPLE IRA. Here’s how.

Your Student Loan Payments Can Now Help You Save For Retirement As Employers Match Them With 401(k) Contributions Americans who are paying off student loan debt may now have an easier time saving for retirement. As of 2024, new rules offer help to workers who are making student loan payments instead of putting money into a 401(k), 403(b) plan or SIMPLE IRA. Under the Secure Act 2.0 that was signed into law i

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return.

What Is the Child Tax Credit? | The Motley Fool Finally -- the kids are paying off. Find out how the Child Tax Credit works and how to claim it for the 2023 tax season.

These eight common estate planning mistakes can upend your best efforts to protect your family’s finances when you pass away. Here’s why.

Common Estate Planning Mistakes Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans biggest financial goal in 2024? Save more money Americans report fiscal optimism and plans to save cash in 2024.

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...

Your employees' needs are different, so how do you know what benefits they want? With Employee's Whole Life Insurance, your employees can have customized life-long protection and guidance from a financial professional, at virtually no cost to you.

Protect the important people today and tomorrow ith Employee’s Whole Life Insurance from New York Life, it’s never been easier to protect your family, their future, and the lifestyle you work so hard to provide. Ask your company’s New York Life Agent about how to get started.

When you're worried about money, productivity can sometimes take a back seat. This , give your employees the benefit of financial protection with personalized group and individual insurance solutions from New York Life.

Small Business Employee Benefits | New York Life Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

has been hard on business owners and employees alike. But when you look out for each other, everyone wins. Learn how Group Term Life can help you attract the top talent you’re looking for, while giving them the protection they deserve.

Group Term Life Insurance | New York Life Find out how New York Life can help protect your family from the unexpected with Group Term Life Insurance.

Whether you’re competing for talent or keeping the high performers you already have, small-business employee benefits are essential for making your staff feel valued and supported. This , learn how New York Life can help.

Importance of employee benefits for small businesses | New York Life Employee benefits play a vital role in attracting and retaining talent. Learn from New York Life how offering employee benefits can help your small business.

Giving your employees the best possible benefits doesn't have to affect your bottom line. With Employee’s Whole Life Insurance, you can give your workers and their families individualized solutions that last the rest of their lives.

Protect the important people today and tomorrow ith Employee’s Whole Life Insurance from New York Life, it’s never been easier to protect your family, their future, and the lifestyle you work so hard to provide. Ask your company’s New York Life Agent about how to get started.

Today, benefits are more important than ever. That's why we provide business owners like yourself with many insurance options to help retain the employees you depend on most, often at little to no cost to you.

Small Business Employee Benefits | New York Life Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.

Women's Equality Day is more than a day to us. It's been a guiding principle for how we recruit our agents and conduct our business for over 100 years.

Meet the women who shaped New York Life. Introduction to the history of women of New York Life, with links to video and timeline that tell their stories.

The strategizing you do today will help make the future that much brighter for yourselves and the ones you love most. Learn the differences between a will, trust, and estate and let's get started today.

Will, Trust, and Estate | New York Life Avoid complications by planning out your estate today. Learn more about the importance of planning ahead with a will, trust, or estate.

This article can help you decide what to do about monthly Child Tax Credit payments.

Will Monthly Child Tax Credit Payments Lower Your Tax Refund or Raise Your Tax Bill? | Kiplinger Everyone loves receiving large sums of money from Uncle Sam. But people who take advance child tax payments may take a hit on next year's tax refund.

Business owners: These tips can increase your funding and your knowledge.

This Nonprofit Offers Loans To Female Entrepreneurs, And Other Smart Ways To Fund Your Business If you're not considering these accessible ways of securing capital, your business is missing out on some unique advantages.

Have you taken steps to protect your family?

Covid-19 Pandemic Motivates Younger People to Buy Life Insurance Consumers’ pandemic shopping lists went beyond baking flour and exercise equipment in 2020. They also bought more life insurance.

Thinking about college savings during ? This article will give you an overview of how whole life insurance can be an important part of your strategy. When you're ready to get started, give me a call.

Supplementing your saving for college with a Whole Life Insurance policy | New York Life Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

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