Roger Diez, Financial Services Professional with Nylife Securities LLC

04/15/2020

When faced with a medical emergency, expenses can add up fast. New York Life's Brian Madgett discusses what you can do to protect yourself financially.
https://www.kiplinger.com/article/retirement/T012-C032-S014-navigating-illness-and-unplanned-leave-of-absence.html

04/13/2020

Want to put a retirement date on the calendar? I can help you plan for the transition.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

04/13/2020

In times of uncertainty, it's important to take precautions. New York Life's Brian Madgett shares some first-hand tips to help protect your finances when faced with a medical emergency.
https://www.kiplinger.com/article/retirement/T012-C032-S014-navigating-illness-and-unplanned-leave-of-absence.html

04/11/2020

Planning for long-term care that's simpler and more affordable may be easier than you thought.

Ensure the right funding is there for the care you want, when you need it. Learn about traditional long-term care insurance from New York Life today!

04/09/2020

Worried about your portfolio?: A Morningstar study found you can get similar return with potentially less risk by adding whole life insurance to the mix. Learn more.

While whole life insurance is about protecting the people who rely on you, a recent study found that is can help protect your portfolio as well.

04/08/2020

This article takes a close look at the new SECURE Act and how it could affect your retirement and legacy plans. It’s worth a read—especially if you are planning to use a traditional or Roth IRA to leave money to heirs.

The new spending package curtails the Stretch IRA

04/06/2020

While most of us are spending early spring indoors, staying busy means spring cleaning. Review your finances and make sure you have the essentials.

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

04/03/2020

Saving for retirement will take you a long way, but it may not take you all the way. See why having a steady income stream in retirement can be even more important than savings.

04/02/2020

Financial mistakes are common, but there are ways you can recover. Read this article and let's talk about a strategy to get you back on the right track.

04/01/2020

New baby, new toys, more financial responsibilities—If your family is growing this year, congrats! We've got some tips to help you get financially prepared for your new bundle of joy.

03/30/2020

Caring for an older family member can sometimes seem overwhelming, especially if they have special needs. Planning for long-term care can help.

03/28/2020

A Morningstar study found you may get similar rate of return with potentially less risk by adding whole life insurance to your portfolio. Learn more.