David D'Auria - National Life Group

David D'Auria - National Life Group A successful strategy starts with open communication and active listening to understand what is truly important to each client. In CO, MO, NH and WI.

As a financial representative with National Life Group, David D’Auria provides personalized financial services to successful executives, business owners and families. He helps them navigate complex financial issues that impact their lives by developing a customized financial strategy based on their specific situation, needs and goals. By establishing a strong relationships, David can understand th

e whole picture and thoughtfully address your financial needs, carefully consider strategies for you and ultimately help bring clarity to your financial life. Successfully managing your financial well-being is an ongoing process that may include an important life transition such as retirement, the sale of a business, a new career or other major life event such as marriage, birth of a child, divorce or loss of a spouse. By maintaining a strong relationship with you, David will be a valued resource and help guide you through these transitions in a manner consistent with your core values.Drawing on his experience, and the robust services of National Life Group, he will assist you with a wide array of essential services including: investments, planning for retirement, executive compensation, wealth structuring, tax minimization strategies, risk assessment and insurance needs. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 1393 Veterans Memorial Highway, Suite 314N, Hauppauge, NY 11788 (631-582-6400). The Quintessential Experience in Financial Services is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer of NLIC. David D'Auria is a Registered Representative of Equity Services, Inc. and offers securities in NY & NJ. He is also insurance licenced in NY, NJ & FL. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC123575(1021)P

Happy Independence Day!
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Happy Independence Day!

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Are you or someone you know getting divorced in 2024? Make sure you have an understanding of your assets, liabilities, income and expenses.

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Even if your account balances differ than the scenarios in this article, the important takeaway is to understand how your various assets will be taxed in retirement so you can adjust your strategy accordingly, if necessary.

Key planning strategies like asset location and Roth conversions can dramatically reduce the taxes you pay throughout retirement and your heirs’ tax liability.

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Some tips to help you manage debt.
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Some tips to help you manage debt.

Debt might help or hurt your long-term finances, so be mindful of its use.

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I'm self-employed. How much can I contribute to a retirement plan?Calculate it here:https://bit.ly/3SWsQ4X
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I'm self-employed. How much can I contribute to a retirement plan?

Calculate it here:
https://bit.ly/3SWsQ4X

Do you have an HSA account? Contribution limits are going up!
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The triple tax benefit just got a little sweeter for 2024.

Address

410 Motor Parkway, 2nd Floor
Hauppauge, NY
11788

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