Elijah Zeh, Agent with New York Life

Can the Fed cut rates when inflation and labor market data are still strong? Our Global Market Strategy team shares their view alongside new market-moving data.

What does the global easing cycle mean for international allocation? With Fed policy now running counter to the ECB, the desynchronization of the global economic cycle is clearly visible. What can policy timing tell investors about global allocation choices?

The decision to rent or buy your home is not purely financial.

Consider These Factors Before Deciding Whether to Rent or Buy The decision to rent or buy your home is not purely financial. 

One shopping binge 18 years ago is not likely to have sent you down the path to financial devastation, nor will that horrible auto lease you jumped into before you were financially mature enough to know better. But if those two small mistakes were followed by routine overspending, adding to growing credit card debt, multiple refinances of your home mortgage on top of more car leases, those minor problems grew into major problems.

Finances unraveling? Don't let mistakes set you back. The antidote is to correct the small mistakes as they occur.

The sticker price of college tuition only continues to increase.

Soaring Costs: Here’s How Much College Tuition Has Increased in 8 Notable States The sticker price of college tuition only continues to increase. In March 2024, NBC 10 Boston reported that two Massachusetts colleges, Wellesley and Boston University, now have annual student costs...

Don't let debt prevent your family from achieving its goals. Having a solid financial strategy can not only help you pay off debt faster, but it can help you be more financially prepared for the important things in life. Need help? Reach out, and together we'll come up with a strategy that works.

Married Life - Plan For Life After The Wedding | New York Life Are you prepared for the next big life moves following your wedding? Discover how you can plan ahead for married life today with help from New York Life.

Helping your child go to college is a gift they will use for the rest of their life. Without a strategy, however, student debt can end up hanging around just as long. Between tuition, books, and room and board, here are some strategies you can use to help make paying for college easier.

How to Pay for College | New York Life Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/4aVWH55

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in this article, diving deep into the nuanced world of transfer taxes, estate taxes, and effective strategies to protect your assets. Using IDITs can not only reduce your taxes but also can ensure your wealth is secured for future generations. It's never too late to start planning your estate, but remember, professional consultation is key to tailor the best strategies for you. Read this article from Jeff Chadwick at Winstead, PC, to learn more!
https://bit.ly/4ddCRno

In today’s economy, handling an inheritance and effectively managing its investments has become increasingly challenging. In fact, a significant 58% of adults who are poised to inherit anticipate that inflation will be a substantial or moderate influence on its overall value. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

404 Error – Page Not Found We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt? Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
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I have exciting news! I’ve recently started a new career as an agent at New York Life, one of the nation’s oldest and most prestigious companies.

I’m so proud to represent such an outstanding organization. Because we’re a mutual company, we’re not dependent on outside investors or Wall Street. We put our policyowners first, and our long-term objectives are aligned with theirs — as we carry on our 170+ year-old tradition of keeping promises.

It would be great to connect and discuss what’s new in your life (new job, house, retirement plans, etc.) — or if you simply have any questions that you want to talk through. Lets setup a time to talk, feel free to respond to this, click my Calendly link, or give me a call at any time!
(978) 833-4250
https://calendly.com/ejzeh

Call now to connect with business.

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.
https://bit.ly/3vAXJEw

Knowing how you want to spend your retirement is easy. Knowing how you should spend money during your retirement can be trickier. From making sure you've saved enough to generating income in retirement, I can work with you to ensure there are no gaps in your retirement strategy. Read these tips to start, and let's talk.

Planning for Retirement – Strategies and Insurance | New York Life New York Life can help you identify the insurance, investment solutions, and strategies to make your savings last.

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.

Invest or Pay Off Debt? Why to Do Both | New York Life Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

Inheriting a Roth IRA can provide financial benefits, but understanding the rules and options is crucial. We'll cover everything you need to know in this guide.

Guide to Inheriting a Roth IRA While inheriting a Roth IRA can provide financial benefits, understanding the rules and options is crucial. This guide covers taxes and more.

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

Types of Income the IRS Doesn't Tax