Danny Santana - Licensed Agent with New York Life

12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

12/24/2021

Wishing everyone a happy and healthy holiday season!

12/14/2021

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

12/07/2021

Having reliable income in retirement means having the ability to enjoy it. What steps have you taken to set yourself up for the best retirement possible? Share your comments below.

12/02/2021

Here are a few strategies that can help you make more mindful choices about your finances.

The pattern of choices over time, both big and small, can make or break companies.

12/01/2021

The FBI estimates that seniors lose more than $3 billion each year to scammers. This article provides patterns that can help you recognize a scam.

Older adults tend to lose the most money to scams because criminals target them with costly schemes. Here's how you can protect yourself.

11/30/2021

The final child tax credit payment is scheduled for Dec. 15. Learn why you might end up having to pay back some or all the money you received when you file your return next year, in this article.

The IRS will start delivering another round of monthly child tax credit payments today (November 15). Most families will receive their payment by direct deposit.

11/29/2021

Planning for retirement is no easy task. What steps have you taken to make the process easier for you? Let me know in the comments below.

11/25/2021

Happy ! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them.

When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

11/23/2021

Whether it's dining out, spoiling your grandkids, or exotic vacations, when you plan ahead for retirement more things are possible. Sound off below with your retirement dreams and let's come up with a strategy that will help you do more of what you want.

11/18/2021

These five tips can help small business owners quickly improve productivity, avoid burnout, and get better results for their growing business.

As an entrepreneur, do you ever find yourself frustrated with what you've been able to accomplish throughout the day? Or perhaps, what you haven't been able to accomplish? If so, know now that a few key quick fixes in the ways of productivity can make all the difference in the world.