As with most other things in life, a key to achieving your long-term financial objectives is proper planning. Your goal may be to fund your children’s college education, protect your family during your working years, or secure your own retirement income. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.
Of course, preparing for your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life agent, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.
Please use my website as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
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Tax Diversification is one of the cornerstones of a successful financial plan.
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Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.
A guide to your first tax season as a small business owner
Congrats! You’ve made it to your first tax season as a small business owner. But before you can celebrate this milestone, you have to be sure to file your taxes properly. While this can seem daunting, especially the first time around, we’ve put together a general guide to help you get started.
Financial basics for your high school graduate
Leaving home for the first time can be a challenging time for parents and children. To make sure your new grad is ready to face life away from home, here are some financial basics you can teach today to set your child up for financial success in the future.
4 ways to cut your tax bill in retirement
Retiring this year? One of the biggest changes you may face in retirement comes on your annual tax return—here’s how you can make sure you take advantage of these 4 tips for cutting your tax bill in retirement.
Simple ways for small businesses to provide financial wellness programs for their employees
Your strongest asset as a small-business owner is your employees. A financial wellness program can be an easy and scalable way to show your employees that you are there to support them in their lives at work and at home. Here are some ideas to help you get started.
How to protect your small business from a lawsuit
Lawsuits are a reality that many people face today. You can be sued for almost anything, so what steps can you take as a small-business owner to protect yourself—and ideally avoid a lawsuit before it even happens?
3 reasons the human element is still important for financial guidance
From budgeting to banking to investing, there’s an app for just about every part of your personal finances, but can an app really offer the same service as a real human? Here’s why you should consider managing your finances IRL.
10 Lesser-known tax tips for small business owners
The first time dealing with Uncle Sam as a small business owner can be intimidating. When you know what to look out for from day one, you can minimize your tax burden and keep more of your hard-earned cash in your business account.
How to conduct your annual financial assessment
Annual financial checkups are essential. Reflecting on changes in your income, expenses, investments, and savings can offer valuable insights and help you practice financial mindfulness.