Agent with New York Life Insurance Company specializing in business planning, retirement planning, and family planning. Not licensed in all jurisdictions.
Shadow or no shadow, spring will be here before we know it. So let's start spring cleaning early this year and get your finances in order. Do you need a strategy? Let's talk. #GroundhogDay https://t.co/hAdftcxvRB
These valuable leadership skills from the Marines can help you and your team work cohesively as a unit to drive business and grow your company. https://t.co/UZTmyw13mz
Happy 2022! The last few years may have been hard, but if you've made it this far, preparing for the long haul should be a breeze. Read these 6 tips to help you avoid long-term debt and build savings. When you’re ready to go further, let’s talk. https://t.co/EYbWTTcRio
Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think. #HappyNewYears
With winter comes crisp days, nights by the fire, and hopefully time to reflect on your financial future. Of course, where you live matters a lot. Learn how much it will cost you to retire in your state, and if you need any guidance, let's talk. https://t.co/ROs31Tq9Mz
It's the season of giving, and for many, that includes charities or individuals in need. But for some, the giving spirit lasts a lifetime. If you’re considering charities as beneficiaries, read these legacy gifting tips and give me a call. https://t.co/25xDIcRb3y
There's so much to do to get ready for family gatherings, holiday gift lists, snowstorms and—you guessed it—awkward financial discussions. I'm ready to embrace the flurry with you. Click here to learn the differences between a will, trust, and estate. https://t.co/BwE5Qqc34O
Supply chain issues have you wondering what to get the little ones this year? Learn why life insurance for kids can make a great gift. https://t.co/EmHhyUWM8L
Research featured in the #NYLFoundation State of Grief report shows that schools have a big role to play in supporting grieving students. https://t.co/ThhH9yXVwv
New York Life has ranked as the highest in customer satisfaction among group life insurance providers in the J.D. Power 2021 U.S. Group Life Insurance Study. https://t.co/w2MGk1jQfp
Business leaders can take these six simple actions to set the stage for success in 2022 and generate momentum for what lies ahead. https://t.co/1ez8sdUQLm
The IRS usually has three years to audit you. But there are many exceptions that give them six years or longer. Here’s what you need to know if you’re audited by the IRS. https://t.co/UEOMhKJKLx
Before the spirit of the holiday completely washes over you, take a look at these six financial habits that could be detrimental to your holiday season—and beyond—if not addressed. https://t.co/NykL9pAaBq