Taylor Villarreal, Licensed Agent with New York Life

01/23/2024

Looking for a way to prepay your life insurance premiums while reducing your out-of-pocket costs? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account to fund premiums for select life insurance products. Speak to me today to learn more.

05/16/2023

Changes in interest rates directly affect the performance of many estate planning strategies, and the Fed’s aggressive interest rate increases throughout 2022 could have both negative and positive impacts on your financial future. Read this article from The Nautilus Group to learn more and then let’s review your estate strategies to see if you can benefit from this higher interest rate environment. The Nautilus Group is a service of New York Life Insurance Company.https://thenautilusgroup.com/nautilusnavigator/impact_of_rising_interest_rates.pdf

05/11/2023

When you think about your family's financial future, budgeting and saving are usually the first things that come to mind. But how do you balance savings with your current needs? I can help.

05/02/2023

What is a dream that you'd like to accomplish?

04/27/2023

From inflation concerns to debt, there's no shortage of headwinds for young people these days. That's why it's important to have a financial strategy. Here are some tips that can help.

Use these financial tips when planning personal finances as a beginner. Develop strong financial management strategies to guide your plan.

04/25/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more.
https://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

04/20/2023

According to a Bankrate survey, 55 percent of American workers are behind on their retirement savings. Learn how you can get ahead and create a more financially secure future.

Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact, according to a Bankrate survey conducted in 2022, 55 percent...

04/18/2023

What kind of legacy do you want to leave to your loved ones?

04/17/2023

As life changes, your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

04/13/2023

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.

04/12/2023

Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Center for Retirement Income, explores a tax-efficient way to protect and grow wealth. https://nyl.co/3Kv9oYD

04/11/2023

There are a variety of rebalancing strategies you might want to consider when investing. Learn more.
https://www.eaglestrategies.com/public_files/planning-essentials-investment-rebalancing-your-portfolio-eagle-final1.pdf