Isaiah Bessenbacher, Agent with New York Life

03/22/2024

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.

03/20/2024

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

03/18/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

03/08/2024

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally feature the elusive “return to pre-pandemic normal.” Let’s look at where we are now and what the year has in store.

Inflation slows but remains above the Fed's target; The resilient U.S. consumer; Stock markets roar back; AI market optimism; Mortgage rates falling; and more

03/06/2024

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

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.

03/04/2024

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductions. Here’s what you need to know for the 2024 tax season.

Had or adopted a child in 2023? What new parents need to know about tax credits and deductions. Importantly, the enhanced Child Tax Credit went away in 2022.

03/01/2024

Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets. https://nyl.co/3TjfsZW

03/01/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

02/28/2024

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.

02/26/2024

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.

02/22/2024

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

01/19/2024

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
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