Rachel Jones, Licensed Agent with New York Life

02/28/2022

According to New York Life’s Wealth Watch Survey, nearly half of adults say the COVID-19 pandemic is now a factor when considering their financial strategy. Take a look at the survey results to see how it’s affecting each generation specifically.

NEW YORK, January 25, 2022--As Americans look to the future with their finances in mind, many are beginning the new year with hope or a sense of feeling "on track" toward a goal or lifestyle, with some feeling a sense of uncertainty. The latest New York Life Wealth Watch survey found that when asked...

02/27/2022

The more time you devote to a goal, the more success you will have. Need a little help getting started? Pencil me in for a call, and we can discuss ways you can help improve your financial future.

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

02/26/2022

45% of millennials say their financial situation prevents them from getting what they want in life, according to Morning Consult’s State of Consumer Banking & Payments report. Find out what else is causing millennials to feel behind on their finances.

Nearly half of millennials say finances will prevent them from achieving their version of the American Dream, per a Morning Consult report.

02/25/2022

If you had an adjusted gross income of $73,000 or less in 2021, you could prepare and e-file your federal tax return for free through IRS Free File. To find a program, go to the IRS Free File Online Options website.

If you had adjusted gross income of $73,000 or less in 2021, you can e-file your federal return without charge.

02/24/2022

Want to build a more secure retirement? According to an article in Barron’s, you should consider adding whole life insurance to your portfolio. Take a moment to check it out and let me know if it’s something you want to discuss.

A growing number of researchers say whole life insurance, a form of permanent life insurance that builds cash value, can buttress investment portfolios and even boost retirement income if used correctly

02/23/2022

The world has changed quite a bit over the last few years. This has caused many of us to pause and reevaluate what we want in life. This is also a great time to assess your financial situation and establish some clear goals for the future. I can help you do that.

02/22/2022

Why not make the most of these cold, short days with cozy moments, dreams of summer, and a strategy for your family's future

Avoid complications by planning out your estate today. Learn more about the importance of planning ahead with a will, trust, or estate.

02/21/2022

Prior to his deployment to Iraq, Peter purchased an additional life insurance policy. He was a great family man and was always thinking about his loved ones’ financial future. Giving the gift of life insurance can help ensure your loved ones remain financially afloat when they need it the most.

02/20/2022

When Sarah Mathews Dixon’s husband died suddenly from a heart arrhythmia, her world was turned upside down. But with his life insurance benefits, she was able to keep living as normal a life as possible. Watch their full story here https://lifehappens.org/videos/its-a-true-financial-lifeline/

02/19/2022

These 10 tips and strategies for ambitious borrowers will help you reach your lofty goal of settling your college debts in just 365 days.

The CARES Act of 2020 allowed borrowers to pause their payments on federal student loan debt without accruing any new interest. After several extensions, that deferment period is finally set to expire...

02/18/2022

Saving for college can be hard, but there are supplemental strategies you can use to help you get there. Let's talk about how I can help you meet your college savings goals during .

Did you know a whole life insurance policy can be used as a college savings fund? Learn from New York Life how you can start saving for college with whole life.

02/17/2022

History is made by the decisions we make today. Establish your legacy this by taking the steps now to financially prepare and protect the ones you cherish most.