Jose Pereira

12/02/2022

I am thrilled to announce that I have joined Bank of America as VP, Business Banking Relationship Manager. During my time as a Partner, I learned how to recruit, coach, and mentor new agents. I would like to thank Craig, Kevin, and Alan for their support. I can’t wait to see where this new chapter will take me and I look forward to continuing to network and build new relationships.

08/05/2022

Rising inflation and the volatile stock market are causing many retirees to return to work, but it might trigger unintended financial consequences. Here are four things to consider before sending off your resume.

A regular paycheck may affect Social Security benefits, Medicare coverage, private pensions and your tax bill

07/28/2022

Learn more about the impending retirement savings tax legislation and its incentives for individuals and employers.

Marie Sapirie examines proposed tax incentives for employer-sponsored retirement plans, and she points out that passage of large retirement savings tax legislation is increasingly likely.

07/27/2022

Here are five tips to help you teach your children about reasonable spending, budgeting, and saving.

Whether your children are still in pre-school or already heading off to college, it’s never too early to teach your kids these five skills to learn about budgeting, saving, and investing

07/26/2022

If you’re thinking about turning to savings bonds to insulate your portfolio from rising inflation, here’s what you need to know about them before making your purchase.

Series I bonds are a popular savings investment that can also help you save on taxes…but the federal income tax consequences can be complex.

07/07/2022

Here are five ways you can prepare yourself for a recession and stay ahead of the curve financially.

The signs seem to be pointing in one direction these days, so if you’re worried about being ready for a recession, consider taking these five measures.

07/04/2022

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to yours, happy .

06/23/2022

What decision have you made in life that you are most proud of?

06/22/2022

I'm proud to work for a company that puts its people first. At New York Life, our employee benefits cover pensions, savings, and healthcare, so it's easy to thrive. Join us!

Are you interested in starting a career as a financial professional? Learn about the income potential of financial professionals at New York Life, along with all their benefits.

06/21/2022

Here are the pros and cons of claiming your Social Security or withdrawing your 401(k) during a bear market to help you decide what’s best for you.

Consider what you might be giving up