Ariana Tovar Ortiz, Licensed Agent with New York Life Insurance Company

05/08/2024

There are a lot of important reasons to save money, everything from emergencies and education to vacations and retirement. But are we saving what we should? Take a look at this interesting article to find out how much the various generations are actually saving. It may surprise you.
If you would like to talk about your savings plan or personal finances, please reach out.
https://bit.ly/3wt05Wd

04/22/2024

One reason why many people get overwhelmed with money management is they have too many accounts. It can quickly get messy and confusing. Here are some easy steps to get your finances streamlined and more manageable.
https://nyl.co/44cyzsI
If you have any questions about managing personal finances, I’ll be happy to help.
https://bit.ly/3xQkXY0

04/08/2024

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.

03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:

See results from New York Life's Wealth Watch survey 2024 outlook.

03/12/2024

During Women’s History Month, join us in celebrating the countless contributions of women in our society. It’s a time to honor the remarkable women of the past who paved the way, as well as those today who continue to forge new paths. Take a moment to recognize the important women in our own lives who make a meaningful difference—not just during this month, but every day of the year.

02/29/2024

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.

02/28/2024

Click here to read more about the current long-term care market with New York Life’s Head of Long-Term Care Solutions. https://bit.ly/42W8CNa

02/28/2024

Saving for retirement is critical. According to the Federal Reserve, over half of families have retirement accounts like 401(k)s and IRAs, but the median balance of those accounts might surprise you. Check out this article to find out where you stand in retirement savings:

https://bit.ly/3uOU6dw

If you have any questions about making plans for your retirement, please feel free to reach out. I’ll be happy to help!

02/27/2024

A recent New York Life survey revealed a shift in the makeup of the sandwich generation, those caring for kids and aging loved ones. Click here to read more about the importance of having a long-term financial strategy. https://bit.ly/3UVMsZl

02/26/2024

Nothing says forever like planning for the afterlife together!

02/23/2024

Let them know you love them by getting life insurance. It can speak for you even when you can’t.

02/22/2024

Read this article to discover more about linked-benefit long-term care insurance – a smart choice that offers both long-term care coverage and a death benefit. https://cbsn.ws/3OQ9lcQ