Jasmin Vasconcelos, Agent with New York Life

01/07/2024

Will you have enough income to cover your needs in retirement? Plan ahead to help cover any income gap.
https://bit.ly/41RH2A0

01/06/2024

Saving for retirement while saving for your child's education isn't impossible—it just may take a little creativity. For instance, did you know you can use Uniform Gifts to Minors Act (UGMA) or Uniform Transfers to Minors Act (UTMA) accounts to help pay for college? Click here for more tips and reach out if you want to chat.

Learn more about the best ways to save for your child's college education while also meeting your retirement goals.

01/05/2024

529 plans are a great way to save for your child's education, but did you know you don't have to choose your own state's plan? Learn more about the benefits of 529 plans, and feel free to raise your hand if you have any questions. I'm here to help.

Bolster your college savings accounts with a state-sponsored 529 plan. Your college fund can grow tax-deferred and be distributed income tax-free.

01/04/2024

Doctor, lawyer, President of the United States—every parent imagines what their child will be when they grow up, but realizing what it's going to cost to get them there can be a scary thought. From ESAs to work-study jobs, learn some of the long and short-term ways you can make paying for their education a reality.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

01/03/2024

Life is full of important decisions. While your fantasy football team can seem high-stakes now, chances are your family won't mind if you make a mistake setting your lineup. When it comes to financial matters though, getting an expert opinion ahead of time can help ensure you don't end up on the injured list. If you're thinking about accessing the cash value on your life insurance, read this article first and reach out. Together we'll come up with a winning gameplan.

Can you cash out a life insurance policy? Find out more about life insurance payouts with help from New York Life.

01/02/2024

Whether it's helping you to pay off your mortgage, sending kids to college, or even helping to fund your retirement, life insurance can provide financial peace of mind during life's coldest moments. If you're not sure if you need coverage, here are 6 things to consider.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

01/01/2024

As we mark the 20th anniversary of Cybersecurity Awareness Month, it’s vital that we continue to stay informed and vigilant in today’s dynamic digital landscape.
https://bcove.video/3Q07OC0
https://www.eaglestrategies.com/public_files/Cybersecurity_infographic_-_final.pdf

12/31/2023

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://www.eaglestrategies.com/public_files/Inflation_-_Eagle_final1.pdf

12/30/2023

Are you planning for your financial future? Selecting the investment solution that’s right for you can be overwhelming.
https://bcove.video/46fNemA

12/29/2023

The importance of employee retention plans – guide for advisors
As an advisor, you know how important employee retention is for clients who own a business. The “Great Resignation” reshaped the workforce, but as Robert Keebler says, it’s also a “Great Upgrade” – an opportunity for employers to elevate their employee retention game. In this article, Keebler describes various strategies, such as non-qualified deferred compensation plans, that can help your clients keep their key employees onboard.
https://bit.ly/3GYx4U7

12/28/2023

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
https://bit.ly/3H2ujBb

12/27/2023

We all know we should be saving for retirement, however roughly 30% of U.S. households led by people age 45 and older claim to have no retirement savings at all.* Whether you're on track with your goals or completely lost, reach out and I'll help ensure you get where you need to go.

Discover how you can start saving money, no matter how much you make. Learn how to budget, cut unnecessary costs, and maximize your savings.