Ana DaSilva, Partner with New York Life

02/27/2024

I’m excited to share that I have been promoted to Associate Partner at New York Life. This is a fantastic opportunity to start building and overseeing a team of financial professionals. If you know of anyone who would like a career-changing opportunity, please let me know and I will share more details.

06/28/2023

Are you getting the most out of your 401(k)-company match? Take a closer look at how it works so you don’t leave free money on the table.

A 401(k) company match allows you to save even more for retirement. Learn how a 401(k) employer match works and how to take advantage of it.

06/08/2023

Have you taken a test run on your retirement? If not, here’s why you should take time off to see if your plans live up to your expectations.

Test out your retirement plans ahead of time and see how realistic they are.

05/24/2023

Some states offer additional tax incentives for investing in a 529 college savings plan. Learn how these state-level deductions can help you save even more money on future educational expenses.

Learn when to include 529 plans on your taxes and what deductions you may claim.

05/22/2023

Tax professionals are seeing more taxpayers dealing with estate and trust taxes. This article highlights what you need to know about trust, the two types of trust, and trustees tax filing obligations.

The number of income tax returns for estates and trusts (Form 1041) increased by 14.9% to 3.24 million in 2021 from 2.82 million in 2020.

05/19/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations.

05/17/2023

Are you ready to make history? As this video shows, that’s what you do whenever you buy life insurance protection for your family. Give it a quick look, and let’s talk about all the opportunities this coverage can create for your loved ones. https://bcove.video/3tL6Izh

04/20/2023

Term life and whole life insurance are the two most common policy types, but they differ in a variety of ways. Review this comparison of the two, and learn which one might be the better option for you.

Bankrate’s experts highlight the differences between term vs. whole life insurance.

04/18/2023

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.

04/14/2023

The article explores what tax credits are available, the requirements for tax credit, and how much they’ll save you on your returns.

No matter where you are, taxes are a nebulous yearly commitment with seemingly endless secrets to uncover for ultimate savings. The U.S. federal government institutes tax credits to help Americans...

04/13/2023

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your financial strategy.

12/29/2022

In this essay, a widow shares how her late husband’s life insurance provided a safety net after his sudden death and how she used the money to begin to rebuild her life.

When Allison Nichol Longtin became a widow suddenly at age 31, her life insurance benefits kept her afloat while she coped with the tragedy.