Marisol "Mari" Garcia Tello, Agent with New York Life

09/02/2023

Fundamental Career School

08/27/2023

Women often face some form of wage disparity during their working years. Over time, this discrepancy can really add up. The good news is there are ways you can catch up on your retirement savings. Here are 5 tips that can help. .

Five ways women can catch up in retirement savings.

08/25/2023

Summer break means more time with the grandkids, but what will that mean for your savings? Many retirees follow the 4% distribution strategy when it comes to paying their expenses using their retirement savings. Here are some tips that can help.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

08/24/2023

Estate Planning 101

08/23/2023

Do you know how the Secure Act 2.0 may impact your retirement planning? Here’s how.
http://www.eaglestrategies.com/public_files/Secure_Act_2.0_-_Key_Highlights_for_Individual_Investors_-_Eagle_-_final.pdf

08/21/2023

From the gender pay gap to costs associated with motherhood, women have different hurdles in saving for retirement. Having someone on your side who can navigate them makes all the difference. If you're looking for direction, I can help.

Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

08/18/2023

After age 72, you're required to start withdrawing from your retirement savings. While many retirees use their required minimum distributions to cover expenses, here are some other ways you can use RMDs to make your retirement A-OK.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, rules and how RMDs can be used.

08/16/2023

Getting your kids ready for the school year? It's also important to get your family ready for the future. While term insurance typically costs less, whole life insurance can provide permanent financial protection for your loved ones. Need help? I’m here.

When it comes to life insurance, one size doesn't fit all. Compare all of New York Life's insurance plans and find the right one for your financial needs.

08/14/2023

As you savor the memories created under the summer sun, don't forget to prepare for all the seasons ahead. Let me show you how whole life insurance can safeguard your family and help you build a more secure 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.

08/11/2023

With hurricane season in full swing, it's crucial to be prepared. Make sure you have an emergency kit stocked with essentials like water, non-perishable food, and batteries. Click here for more important tips and remember—safety first! https://bit.ly/451PMVl

08/09/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

07/07/2023

Secure your family's future with whole life insurance by New York Life. Our policies offer guaranteed death benefit, cash value growth, and level premiums to give you peace of mind, even during uncertain times.

With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!