Niketa Patel, Agent with New York Life

09/14/2023

The misconceptions about when to claim Social Security retirement benefits and the claim rules can cause confusion about when to start receiving your benefits. Here’s are the biggest myths experts see and how to choose the best strategy thats right for you.

When to claim Social Security benefits is one of the biggest decisions you will face in retirement. Experts say having the right information is key to success.

08/03/2023

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

08/02/2023

This article explores the difference between short-term and long-term financing for your business and which one may be the best option depending on your needs and goals.

It’s a good idea to understand the difference between short-term and long-term loans before applying so you don’t end up with either too much or too little capital.

08/01/2023

This article shares how to convert your IRA to a Roth IRA, and the conversion rules you need to know before making the change.

The Roth IRA is one of the best retirement savings tools. But not everyone can contribute to one directly. That’s where a Roth IRA conversion comes in.

08/17/2021

You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

08/10/2021

Finding a home isn’t easy, but protecting it with life insurance can be. Learn how mortgage protection from New York Life may help.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

08/03/2021

Movie nights, backyard BBQs, and every moment in between — your home sets the stage for your family's favorite memories. Make sure they will always have the place they love to cherish the past and build the future.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

07/27/2021

Home is where love grows. New York Life can help make sure it always has a place to flourish.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

07/20/2021

Your home is more than a roof and four walls — it’s a foundation for your family's future. Help ensure your loved ones always have the place they call home to grow.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

07/19/2021

As a sponsor in the Ticker Tape Parade, we're proud to help lead the celebration for all the essential workers of the pandemic. Learn how we're helping families with the .
http://braveofheartfund.com/?cmpid=smca_Bd_BOH_na_1650226_na_na_na_clpr_na_gen_ip_na_na

07/13/2021

You found your home sweet home. Here’s what you can do to help keep it.

Have you recently bought a home, or are you planning to do so? Learn how mortgage life insurance from New York Life can protect the investment for your family.

03/06/2021

You already know that life insurance can help you protect the ones you love, but did you know it can also provide tax-free growth and income for yourself? Give me a call to discuss how the right protection today can help you in the future.