Shantee McCreary, Financial Service Professional with Nylife Securities LLC

03/30/2023

Investing for long term goals like - retirement or education - requires planning and perseverance. Learn some smart strategies from this article.
http://www.eaglestrategies.com/public_files/planning-essentials-7_Tips_for-Long-Term-Investing-_Success_-_eagle_Final.pdf

03/29/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

03/28/2023

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

03/27/2023

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

03/26/2023

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

03/26/2023

Grandparents: Want to leave a legacy for the ones you love? Learn the differences between a will, trust, and estate, and together we can make sure the legacy you leave lives on for generations.

Avoid complications by planning out your estate today. Learn the difference between a will and living trust in an estate plan.

03/25/2023

Are you prepared for healthcare costs in retirement?
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Planning_for_Healthcare_Costs_in_Retirement_-_Eagle_-_final3.pdf

03/24/2023

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

New York Life helps you learn how to start planning for retirement late with these steps and considerations so you aren't playing catch up later.

03/23/2023

Most people don't plan to become a caregiver, but if your loved one needs help, you'll be there to offer it without hesitation. Learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally, physically, and financially taxing. Learn from New York Life what you can do to help prepare.

03/22/2023

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.

03/22/2023

Here are eight things to look for before you sign the dotted line on your business loan offer.

If you need funds for your enterprise, it can be very tempting to go for the first business loan on offer. However, there are a number of things you should look for before you sign on the dotted line.

03/21/2023

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from