Grace Cobb, Agent with New York Life

Do you have a formal succession plan for your business? As a New York Life agent, I can help you secure the future of your business. Learn about the importance of a succession plan in the below article.

Business Succession Planning Strategies | New York Life When planning for a business transition there are some options to consider. Learn how to create a succession plan with these strategies.

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.

National is a great reminder that you don't need to know all the answers if you know who to ask for help. With so much riding on your financial future, wouldn't it be smart to have a financial professional help you fill in the blanks? Whether you're a recent college graduate, a parent of growing children, a business owner, or a person approaching retirement, I can help you navigate complex financial decisions with confidence and peace of mind. Let's talk.

How To Choose a Financial Advisor | New York Life New York Life offers financial advisory services that can help you and your family meet your financial goals. Read through our guide to learn how to find your next financial advisor.

Now that the holidays are over, it's time to get organized. While the garage or attic could probably use a little tidying up, don't neglect the most important things—your plans for the future. Being prepared looks different across all phases of life, but no matter where you want to go I can help you clear a path to get you there. Reach out, and let's start getting your financial future in order today.

Financial Resources and Solutions - We're Here to Help | New York Life Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

With a new year comes new goals. While big moments like having a baby or buying a new home are financial milestones that deserve attention, it's important not to neglect day-to-day things like saving for retirement or paying off debt. Whether your goals are big or small, short-term or long, having a professional guide you in your decision-making process can be the best gift you give yourself this year. Reach out and let's talk.

New Year, New You: How to be resolute in your resolutions. The new year always prompts us to take stock of our lives and plan to be better versions of ourselves. It’s this self-examination that leads so many of us to make New Year’s resolutions, but the statistics on achieving these goals make for sobering reading.

Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we can plan for your most important goals. Take a look at this video to gain a greater sense of our planning process.
https://bcove.video/3MgIuFR

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed products can make your family more secure this season, and all the seasons to come.

Guarantees matter It isn’t easy to find something you can count on these days. But with all the changes going on around us, it’s more important than ever.

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

Business Continuity Planning | New York Life After the upheaval from the pandemic, prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

Have investments in taxable accounts? You may be able to increase your return and decrease your taxes through tax-loss harvesting.https://www.eaglestrategies.com/public_files/Planning_Essentials_-TaxLoss-Harvesting-Eagle-final.pdf

It’s time to start thinking about any tax liability for next year. Here are four practical tips to consider implementing as you think about your financial goals for 2024.http://www.eaglestrategies.com/public_files/Year-end_Tax_-_Extended_-_Final.pdf

Saving for retirement? Here are six moves experts suggest you avoid to ensure you have a substantial nest egg when you reach retirement age.

Saving for Retirement? Six Moves That Can Derail Your Success Steering clear of these mistakes will save you a lot of regret once you reach retirement age.

The two best things about are the food and spending time with loved ones. So when it comes to important family matters, there's no better time to get down to the meat and potatoes. From discussing life insurance to where you keep important documents, and everything in between, read these tips to help make a conversation about family finances go down smoothly.

Managing Family Finances | New York Life New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

Nobody knows what the future may bring. That's why it's important to prepare early—when rates are typically at their lowest. Whether you’re looking to remain at home rather than a nursing facility, avoid being a burden to your loved ones, or protect your assets for your family—we have ways to help. Reach out, and together we'll come up with a strategy that gives you more financial flexibility when you need it most.

Long-Term Care Insurance | New York Life Retirement is costly, especially if you need help taking care of yourself. Protect your comfortable lifestyle with long-term care insurance from New York Life. 

We all know we should be saving for retirement, however roughly 30% of U.S. households led by people age 45 and older claim to have no retirement savings at all.* Whether you're on track with your goals or completely lost, reach out and I'll help ensure you get where you need to go.

How to save money—learn to start saving now | New York Life Discover how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

You can turn back the clock for daylight saving time, but you can't turn back the clock on planning for retirement. From generating steady income to preparing for potential health-related expenses, don't hit the snooze on your retirement strategy. Read these tips and reach out if you need help.

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

Here are five strategies you may consider if the estate tax unified credit reverts from $13 million to $5.5 million.

Preserve Your Wealth: A Tale of the History of The Estate Tax Unified Credit In relation to estate taxes, we seem to be experiencing a sense of deja vu. Can we avoid the mistakes of the past?

Happy National Veterans Small Business Week! This week, we recognize the resilience and tremendous efforts of veteran entrepreneurs in helping their local communities reach new heights.

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

The latest consumer price index report reveals that the cost of U.S. goods and services stayed flat in September, but inflation remains high. Learn how this may affect your finances.

Don't expect prices to go down soon: It will take a while to 'wring extra inflation out of the economy,' says economist Inflation slowed in September, but it might take a while before it gets back down to the Fed’s target of 2%.

The U.S. Federal Reserve may increase short-term interest rates on November 1 if the upcoming data shows inflation isn’t slowing. Here’s how this may affect the economy and your finances.

The Fed’s November Interest Rate Decision Hangs In The Balance The U.S. Federal Reserve will next determine short-term interest rates on November 1. That decision seems likely to be data-dependent.

These are eight reasons why you should consider annuities in your retirement planning and how they can help give you greater peace of mind about your financial future.

8 Signs the Time Is Now for Annuities in Wealth Management | ThinkAdvisor The annuity marketplace available to retail advisors is more robust than ever, Hueler Cos. CEO Kelli Hueler says.

This , let's talk about something truly haunting—the uncertainties of retirement. While having a savings strategy is important, life insurance and its cash value component can help you save more, while helping to ward off any financial nightmares for your family down the line. Read this article, and reach out. Together we can make your retirement planning a less frightening experience.

Life Insurance in Your Retirement Plan | New York Life Investing for retirement? Learn how to use whole life insurance from New York Life in your plan for retirement income.

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://www.eaglestrategies.com/the-eagle-edge-q3-2023/

Here’s how you can build a portfolio of retirement income that can last a lifetime using these strategies.

Can Your Retirement Paychecks Last For A Long Retirement? It’s best to plan as if you’ll need your retirement paychecks to last for 20 to 30 years.

Women-owned businesses employ over 10 million people. As a dedicated agent, I recognize women entrepreneurs for their commitment to helping our communities thrive. I can help secure your business's and family’s financial future with valuable product solutions. Contact me today!

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

With over 13 million businesses, women have left an invaluable impact on our local communities. At New York Life, we celebrate the countless accomplishments of female entrepreneurs. Learn more about our solutions that meet the challenges of women-owned businesses.

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

With the holidays just around the corner, don't forget to bring any important financial matters to the table. Where does Dad keep the deed to the house? Are your beneficiaries up to date? While these topics can sometimes be difficult to talk about, having discussions like these can help strengthen family bonds and bring greater peace of mind about the future. Read these tips and reach out if you need more guidance.

Managing Family Finances | New York Life New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

We all know we should be saving for retirement, however roughly 30% of U.S. households led by people age 45 and older claim to have no retirement savings at all.* Whether you're on track with your goals or completely lost, reach out and I'll help ensure you get where you need to go.

How to save money—learn to start saving now | New York Life Discover how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.

Over 65% of Americans worry they will run out of money in retirement.* What are your thoughts?

*https://www.nasdaq.com/articles/66-of-americans-are-worried-theyll-run-out-of-money-in-retirement-here-are-7-tips-to-make

Raising a child from birth to 18 now costs an average of $237,482, according to new research from LendingTree. If you’re considering starting a family, here are financial steps you can take to ease the impact when your child arrives.

The cost of raising a child is almost $240,000 — before college Annual tab to bring up a child has surged in recent years. "It's completely understandable that people are scared to death," one expert says.