William Wanamaker, Financial Services Professional, Nylife Securities LLC

07/29/2024

I am excited to announce that I have been recognized as a member of New York Life's Executive Council!

None of this would have been possible without the support from my family, friends, colleagues and my client's. I am incredibly grateful for their trust and dedication over the last year.

My client's are the lifeblood of my practice and I look forward to continuing those relationships for years to come. Together, we will explore, grow, and overcome any challenge that comes our way!

07/22/2024

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers facing a particularly challenging situation due to increasing debt levels. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

07/19/2024

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.

07/17/2024

I can help reinforce your company’s foundation by providing comprehensive life insurance coverage to protect your business if something happens to a key executive. Let’s talk today!

Retaining top talent is critical to business success. Learn from New York Life how to preserve your executive team with key person life insurance coverage.

07/15/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

07/12/2024

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future.
https://bit.ly/3LjBeYT

07/10/2024

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

07/08/2024

Paying off debt is important, but it shouldn't be at the expense of your future goals. By starting small and staying consistent, you can pave the way for a brighter financial future while tackling debt head-on. Here are some tips to help you get started. For a more individualized approach, reach out and let's talk.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.

07/05/2024

Can the Fed cut rates when inflation and labor market data are still strong? Our Global Market Strategy team shares their view alongside new market-moving data.

Slowing spending indicators are suggesting consumers may be tightening their budgets.

07/03/2024

Make an impact in the areas that matter most to you, while still moving towards your financial goals. Learn more about sustainable investing.
https://bit.ly/3W9Kntk

07/01/2024

Year after year, the cost of higher education continues to climb, and many parents face the troubling prospect that expenses could increase significantly more by the time their kids get to college. Investing in a 529 college-savings plan offers tax and financial aid benefits, and it can help give your savings the opportunity to grow in the stock market.

The sooner you start, the more money you’ll have for your child’s education.

06/28/2024

In the midst of the ongoing financial crisis, women are rethinking how they do everything from celebrating friends’ milestones to planning families. Surveys dig into key changes women are making to adjust for the rise in cost of living and the nuanced shifts in behavior.

Credit Karma’s latest consumer surveys reveal the added cost of being single and plans to delay family planning given the current cost of living.