Joe Bass Agent with New York Life Insurance Company

02/04/2023

Seguros de vida facts

02/04/2022

Managing your family's finances is a balancing act between budgeting and saving. It's an investment in your future. I can help you develop a financial strategy that meets your needs for today and tomorrow.

02/03/2022

1 in 14 children will experience the death of a parent or sibling by age 18. Reach out to me to find out how the Grief-Sensitive Schools Initiative can equip your staff to support the needs of bereaved students and their families and provide a grant to the school.

02/02/2022

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself on the right financial track? Let me know below.

01/28/2022

When you have assets in many different places such as 401(k)s, real estate, savings and more it can be difficult to find the right balance. I can help you develop a financial strategy that adapts to your changing needs.

01/27/2022

Grieving is a difficult, but natural part of loss. It can be especially challenging for children. Encourage them to talk about their feelings, give them time to reflect, and seek out support groups. Read more:

Kobe Bryant's legacy goes beyond basketball. For young people upset by his death, recognize that they are grieving too.

01/26/2022

With a new child comes a lifetime of unforeseen events. If you're a new parent, let me know in the comments below some of the unexpected moments so far for you.

01/21/2022

The final child tax credit payment is scheduled for Dec. 15. Learn why you might end up having to pay back some or all the money you received when you file your return next year, in this article.

The IRS will start delivering another round of monthly child tax credit payments today (November 15). Most families will receive their payment by direct deposit.

01/20/2022

A growing family is a beautiful thing. Let's talk about how to keep long-term debt from derailing your plans for the future. Read these tips and give me a call.

Strategize your savings to avoid long-term debt. Learn the steps you need to take to build out a savings plan to keep your head above the water.

01/19/2022

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.