Garrett Souza, Licensed Agent with New York Life

03/13/2024

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. Register now at: https://bit.ly/3ID1JqW

03/11/2024

Just when you think you have it all figured out, life throws you a curveball, but having someone who understands your challenges can help you get back on track. As a New York Life financial professional, I've helped countless families navigate life changing events. Learn more about how I can help you reach your goals and contact me if you want to chat.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

03/07/2024

Can't seem to pay down your debt fast enough? Managing debt isn't just about finances, it's about your peace of mind. While it can be challenging to pay off debt and save at the same time, here are 7 tips to help you take back control of your financial future. For even more tips, let's talk.

It can be challenging to pay off debt and save at the same time, but it is possible using these tips.

02/29/2024

Less than half of women own life insurance, and 8 out of 10 overestimate the cost of insurance - which leads to them owning less life insurance than men. But the good news is, there’s a policy to fit any budget. Let’s talk to get the facts about life insurance and find out what’s right for you.

Are you curious why you need life insurance? Learn from New York Life six reasons why buying life insurance is about protecting the ones you love.

02/19/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

02/15/2024

Saving for college is a top priority for many growing families. How are you preparing to save?

02/14/2024

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

02/12/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

02/08/2024

Cards and candy can be a great way to tell someone you love them, but the best way to show them is by providing reassurance and stability. This , show your loved ones you're in it for the long haul and learn why life insurance is the best way to say, "I love you".
https://nyl.co/488otta

01/23/2024

The new year is a great time to plan for your financial future. Here are five financial resolutions to consider for 2024.

Create some new financial resolutions for 2024, including getting a higher interest rate on your bank account, paying down student loans and more.

01/18/2024

Life insurance ensures financial security for your loved ones in difficult times, covering expenses and replacing lost income. It's a vital tool for estate planning. Feel free to reach out with any questions – I'm here to help