College savings tip #1: Start early. http://nyl.co/2wUJGK3 .
I am an Agent licensed to sell insurance through New York Life Insurance Company. As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.
Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. My California Insurance license number is 0154152.
College savings tip #1: Start early. http://nyl.co/2wUJGK3 .
From electronics to toys to clothes: Most gifts are temporary. But you have the opportunity to give a child you love something that lasts much longer.
From birthdays to holidays and everything in between: give the children you love more than toys- give them a head start on a lifetime of financial security.
I wouldn't be the woman I am today if it weren't for this amazing organization, my beautiful clients, and my empowering manager @brucelenyl Thank you for teaching me how to gain more life and bringing light to my wild, true spirit!! #adjectiveoverload #IMCRYING 😭❤️
"Don’t cry over the past, it’s gone. Don’t stress about the future, it hasn’t arrived. Live in the present and make it beautiful."
You may still feel like a kid, but it's time to take a grown up approach to your finances.
Long-term care expenses are racking up as we’re living longer. Products like long-term care insurance and annuities are designed to help with extended care...
Money matters aren't just for grown ups. Help your kids build a solid financial foundation now.
Think money matters are just for grown-ups? Not so. It’s never too soon to teach your kid real-life finance lessons.
Let me help you reach your financial goals.
Be proactive about your taxes in 2017, starting now.
Be proactive about your taxes and you may be able to shave thousands of dollars off your tax bill. Here are a dozen effective tax-smart strategies to consider.
Your 2016 tax return: changes you need to know now.
This year's tax return will likely look a lot like last year's, aside from a few changes.
Before I started my career I would rarely celebrate my accomplishments. Look at me now 😭 I love providing quality service for my clients! Doing good, feels good
Be sure your first home buying experience is as smooth as possible.
Young adults account for a large portion of first-time homebuyers. Here are seven mistakes millennials make when buying their first home.
Body language is something that isn't always intentional, so be aware of what you project.
Leaders need to be clear and must ensure that their non-verbal communication skills match what they’re trying to tell their...
What’s your secret to a successful morning?
Early mornings can make people feel more optimistic and ready to tackle challenging tasks.
"The more uncomfortable something is, the more we know we are driving change." ~Harriet Green
Create a solid financial strategy that works for you, not your parents.
Millennials may have gotten off to a slow start; but with the right financials tools and strategy, they can create the lifestyle they...
Let's make sure you give your kids more than the government.
If you use smart ways to pass your wealth to your kids, you can save yourself or them a lot of money in taxes. Here are three savvy strategies.
“You have to push yourself and find what it is that motivates you and hold on to it every single day." ~Stephen Curry
Millennial households are expected to rise by 2 million per year, reports PYMNTS.com
A lot of millennials are still living at home with their parents, but as more and more of them begin moving out in the coming years, they could have a...
"I had thought the destination was what was important, but it turned out it was the journey." ~Clayton M. Christensen, How Will You Measure Your Life?
Is your retirement vision realistic?
Millennials' expectations for retirement are constantly evolving, but they run the risk of falling into the same traps as today's retirees....
Number 1 mutual life insurance company, 171 years of financial strength and integrity, and now up 19 places on the Fortune 500!
New York Life's #61 Fortune ranking is the company's highest in more than 2 decades.
Maximize your social security payments by understanding how benefits work.
Social Security delivers a broad range of services online at socialsecurity.gov. We have a proud history of protecting the integrity of our programs and...
Teachers pave the way for the greatness of others. I know I wouldn’t be where I am today without the inspiration and encouragement of some very special teachers. #ThankATeacher
Looking forward to an inspiring new face on the $20.
Financial independence doesn't happen by accident. As this article shows, it takes discipline.
We've all read about (or heard about) the habits of highly effective people — but what about the habits of the fantastically frugal?
70% of Americans are expected to get a tax refund this year. If you're one of them, here are some ways to make the most of it.
It might be the biggest check you receive all year, so spend it wisely.
Don't be intimidated by your workplace retirement plan. Here's the ABCs of 401(k)s.
Since day one, I've been an advocate for people taking advantage of the 401(k) plans offered in their workplace. It is an incredibly useful tool for...
Do, or do not. There is no "try". ~Yoda
I'm so proud to partner with New York Life, a company that supports LGBT workplace equality!
Human Rights Campaign Foundation’s 2016 Corporate Equality Index is the national benchmarking tool on corporate policies and practices pertinent to LGBT employees. Find gay-friendly businesses.
Early saving just makes cents. See why.
Gen Yers should start saving for retirement early.
What impact do you have on your loved ones?
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