Zach Overbey, Licensed Agent with New York Life Insurance Company

09/22/2022

Sometimes the best gift you can receive is a little free financial advice. Learn what you should consider before retirement and reach out if you want to know more. As always, I'm here to help.

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

09/02/2022

77% of families are moderately or very worried about being able to pay for back-to-school expenses, according to a U.S News & World report. If you’re struggling with these expenses, here are some tips for reducing costs.

If you're worried about affording school expenses, check out these tips for reducing costs.

09/01/2022

Millennials will probably collect less in Social Security than their parents and grandparents, but this article offers some retirement planning solutions to keep you on solid financial ground.

The loss of lifetime benefits for earnings between $50,000 and $150,000 today would be $365,000 to $675,000,

08/31/2022

Does inflation have you worried about your retirement? If so, you probably have some questions. Fortunately, I've got answers. Read this article and then let's go over your next steps together.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

08/15/2022

Inflation is driving up the price of everything but when it comes to federal income taxes it might not have the same harsh impact. Learn why in this article.

Record high inflation is driving up the price of everything from gas to groceries, but the impact of inflation in the U.S. on federal tax brackets and some tax credits might not be all bad.

08/14/2022

These three steps can help professionals with private practices survive and thrive during a recession.

By going virtual, increasing customer lifetime value and using a budget as a tool, you can prepare your private practice to withstand future recessions and emerge as a thriving business.

08/13/2022

What does a potential recession mean for you and your family? Find out how you can get ahead of the future direction of the economy and gain peace of mind.

By some measures, the U.S. has technically entered a recession. What does that mean for you and your family?

07/19/2022

Hey everyone!

Come join our retirement workshop next week. It's a great way to learn about the changing economic environment and the best options available to you. You can contact me with any questions you may have.

Here is the link to register for free:
https://nylife.zoom.us/webinar/register/WN_muwxtQy1RA6vcCTEyqkDhA

06/24/2022

These seven books can help you turn your thoughts into action and take the next steps in defining what short-and long-term financial and mental wealth mean to you.

Wealth comes in many forms. These seven authors will help you lean into your principles and talents to guide you through obstacles and find lasting success.

05/23/2022

Business owners: Here’s what you need to know about the differences between an S corporation and a C corporation, how to decide which business entity makes sense for you, and advice from three experts on the best way to set up a business with tax considerations.

Tax strategy is a key part of business growth. Use this guide to determine the right tax classification for your business, based on your unique goals.

01/26/2022

Shadow or no shadow, spring will be here before we know it. So let's start spring cleaning early this year and get your finances in order. Do you need a strategy? Let's talk.

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.

11/29/2021

Use these three ways to make tax-free gifts and increase your family’s after-tax wealth.

Take advantage of the ways to make tax-free gifts while they're still available.