Isaac Fernandes, Licensed Agent with New York Life

09/18/2023

The Importance of Buy-Sell Agreements
A buy-sell agreement is a powerful planning tool that can ensure a smooth transition of your business and help secure your family's finances after you're no longer around. A buy-sell also can outline the terms of succession among the remaining business partners, so that everything is settled in advance. Learn more in this article from Rimon, PC estate planning attorney Patricia Annino and then let’s make sure you are set up to protect both your business and your family’s future. https://bit.ly/3rrw1HX

09/16/2023

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

09/15/2023

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

09/14/2023

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities, and decide which is best for you.

09/13/2023

Becoming a new parent can be difficult—and expensive. But with the right help and guidance, there’s nothing you can’t handle. Here are 3 tips to help keep your finances in order. Need even more advice? Just reach out.

Preparing to have kids requires financial planning. Learn how much you should save, and how to know if you're financially ready for a baby.

06/14/2023

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf

06/12/2023

A life insurance policy is a promise to your family – that no matter what, their financial future is secure. And I'm here to help you keep that promise. Letʼs talk.

09/29/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

09/23/2022

As your family grows, you need a financial foundation that will grow with it. Iʼm here to help you create a strategy that can evolve with your familyʼs needs.