360 Insurance

11/20/2023

If you’re looking to max out your retirement savings, contribution limits have been bumped up for most plans in 2024. Here’s what you need to know about the new contribution limits.

You can stash away an extra $500 in most retirement savings plans in 2024.

11/19/2023

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

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

03/01/2023

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

02/19/2023

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s talk about financial solutions that will work best with your benefits.

02/13/2023

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

02/12/2023

Gen Xers who have a financial strategy are focused on three key components in 2023: Building emergency funds (45%), being on track to retire at their desired age (44%), and paying off credit card debt (40%). Learn more in the latest Wealth Watch survey.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

02/11/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

02/09/2023

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness prevents you from working. I can help you develop an income protection strategy. Let’s talk.