Chris Roberts, agent with New York Life

12/18/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

12/06/2023

These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.

Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...

11/26/2023

Want to learn why a long-term care solution should be a part of your financial strategy? Click here to read this article. https://bit.ly/3sQbSMu

11/14/2023

Call today for your check-up!! 🩺🏥💲

11/13/2023

America’s retirement crisis could cost federal and state governments an estimated $1.3 trillion by 2040, according to an analysis by Pew Charitable Trusts. Here’s what you need to know about the crisis and why it’s so important to make sure your retirement savings is on track.

America’s retirement crisis could cost federal and state governments an estimated $1.3 trillion by 2040.

11/08/2023

Experts share four strategies on how to use your leftover 529 college savings plan to help you avoid the 10% withdrawal penalty.

Excess 529 funds represent both a challenge and an opportunity, and knowing your options is essential.

11/06/2023

Don't let another pass you by without planning for the new year. From protecting your loved ones to providing cash value growth that builds at a steady, dependable pace, learn how whole life insurance can shine a new light on your financial future.

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

11/04/2023

The two best things about are the food and spending time with loved ones. So when it comes to important family matters, there's no better time to get down to the meat and potatoes. From discussing life insurance to where you keep important documents, and everything in between, read these tips to help make a conversation about family finances go down smoothly.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.

11/03/2023

Here are four misconceptions about life insurance coverage that could cause major financial burdens on your loved ones if you suddenly pass away.

Many people make certain mistakes when dealing with life insurance. Read on for some misconceptions that could cause you big problems.

10/27/2023

These are eight reasons why you should consider annuities in your retirement planning and how they can help give you greater peace of mind about your financial future.

The annuity marketplace available to retail advisors is more robust than ever, Hueler Cos. CEO Kelli Hueler says.

10/26/2023

As a small business owner, you have an undeniable impact on your community. As a New York Life agent, I can help your impact last through an extensive product offering and expert financial guidance. Contact me today!

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

10/20/2023

New York Life is one of the most trusted life insurers, according to this year’s IBD Most Trusted Financial Companies survey. The survey rates financial service providers on the trust attributes that consumers said were the most important to them.

Financial stability and great customer service build trust for top auto, home and life insurance companies. Which rank highest?