Steve Dunn, Licensed Agent with New York Life

01/14/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
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01/13/2024

This article explores student loan grace periods and how they work, including how long they can be and whether or not you should pay student loans during the grace period.

A grace period for student loans is a specific time frame where borrowers can forego their loan payments without incurring any penalties. The rules about your specific grace period depend on several factors, like the type of loan you have, the school you attended and more. How Long Is a Student

01/12/2024

This article explores how the average published tuition and fees declined in all three of higher education’s largest sector compared to last year. That’s the third year in a row college tuition decreased less than inflation.

After adjusting for a 4.5% inflation rate, average published tuition and fees declined in all three of higher education’s largest sectors compared to last year.

01/11/2024

In recent months, the world’s new billionaires made more of their fortunes from inheritance than from entrepreneurship, according to the UBS Billionaire Ambitions Report. This great wealth transfer is underway.

New billionaires made more of their fortunes from inheritance than from entrepreneurship in recent months, according to the UBS Billionaire Ambitions Report.

01/11/2024

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
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If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!

01/10/2024

This article takes a closer look at how the Social Security program works, the different types of Social Security benefits available, and what you can expect when you’re ready to claim benefits.

Learn about social security benefits, including retirement, disability, survivor benefits. Understand when to start collecting benefits and what you'll receive.

01/08/2024

Learn how these three financial literacy lessons could help you build savings.

I earned a bachelor’s degree in psychology. There has been only one concept that I ironically remember: Your brain is not meant for storage. It’s meant for processing.

01/07/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

01/06/2024

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

01/05/2024

Watching your grandkids grow up is a grandparent's greatest joy, but being able to help them become who they want to be is one of the greatest gifts you can give. Learn how a 529 college savings plan and supplemental funding from a whole life insurance policy can help you give the next generation a gift they'll always cherish.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

01/04/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right insurance policy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is call.

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