Brad Chapman, Financial Services Professional with Nylife Securities LLC

09/11/2024

Find out how the DCA Plus Account within a variable universal life policy may help you earn a 12% guaranteed interest rate (6.30% actual yield) as you strategically enter the market.
https://nyl.co/3ZhN6CH

09/09/2024

Life Insurance Awareness Month is a great time to review your insurance options, but it's even more important whenever you go through a significant life change. Wherever you are in your journey, I can ensure you have the right insurance for your needs. Reach out, and let's chat.

02/09/2024

Every great football team needs a quarterback who can make the right calls. When it comes to your family's financial future, don't get confused by the playbook. Learn how whole life insurance can be a powerful financial tool for you and your family and reach out. I'll coach you on a solid strategy.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

12/05/2023

J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concepts of delayed gratification, saving, and being thoughtful about sharing with loved ones.

Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr...

11/15/2023

When gifting money and assets within your family, consider these several aspects that are crucial for tax purposes and overall financial strategy.

Taxes, methods and relationships all play a part in deciding when and how to give money

11/13/2023

We recognize National Veterans and Military Families Month during November. Reach out to me if I can help you or a veteran in your life.

11/02/2023

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
https://bit.ly/3Sv53KV

10/31/2023

Saving for retirement? Here are six moves experts suggest you avoid to ensure you have a substantial nest egg when you reach retirement age.

Steering clear of these mistakes will save you a lot of regret once you reach retirement age.

10/25/2023

Here are five strategies you may consider if the estate tax unified credit reverts from $13 million to $5.5 million.

In relation to estate taxes, we seem to be experiencing a sense of deja vu. Can we avoid the mistakes of the past?

10/24/2023

This article explores the New York Federal Reserve’s weekly economic index data and highlights fluctuations in the economy and small business optimism.

The New York Federal Reserve produces a Weekly Economic Index which follows changes in a large number of important economic data series.

10/18/2023

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://www.eaglestrategies.com/public_files/Inflation_-_Eagle_final1.pdf

10/10/2023

Typically, the first step to financial freedom is getting rid of debt. But if that's all you focus on, you'll miss out on saving for the future. Learn why investing while paying off debt is so important and together we can come up with a strategy that works with your budget.

Should you pay off debt before investing? Learn why it's important to pay off debt while continuing your investment strategy.