Alisha Gillette, Agent with New York Life

11/26/2024

New York Life Secure Term MVA Fixed Annuities offer guaranteed growth, keeping you safe from market ups and downs. This special rate is available for applications signed between 11/25/24 and 12/01/24. Speak to a New York Life financial professional today!

10/22/2024

Very interesting article about Gen X and retirement.

Generation X is next up for retirement, after the baby boom. Is the slacker generation prepared?

10/31/2023

This , let's talk about something truly haunting—the uncertainties of retirement. While having a savings strategy is important, life insurance and its cash value component can help you save more, while helping to ward off any financial nightmares for your family down the line. Read this article, and reach out. Together we can make your retirement planning a less frightening experience.

Investing for retirement? Learn how to use whole life insurance from New York Life in your plan for retirement income.

10/31/2023

As entrepreneurs, it's easy to get caught up in the day-to-day hustle and lose sight of the bigger picture. That's when we find ourselves stuck in the infamous "rut." But hold on, because we're not staying there! Big changes coming in 2024!

08/18/2023

Congratulations Alisha Gillette for achieving Executive Council! We are so proud of you and hope you relish in your success!

03/28/2023

Top producer dinner with our investment consultant last week. It's always great to be supported by great people who care about us as advisors and our clients!

11/28/2022

Another day in paradise 🌺

09/21/2022

Whether you need help protecting those you love or planning your retirement, call our office today to schedule an appointment or book one yourself at https://calendly.com/new_york_life/new

07/21/2022

So often I get clients asking me whether they should get a will or not. In many cases a trust is more beneficial but there is a time and place for both of these documents. I also hear many people say that they don't have enough assets to bother with a will or trust. The truth is, the smallest of accounts or assets can become a nightmare for your heirs if it is not properly left behind. I highly recommend that you see a trusted attorney to talk about what a will and/or trust might look like for you.

There are several essential differences to be aware of when you're deciding between a trust vs. a will for your estate plan.

07/20/2022

Yesterday I received a call from a heartbroken husband who just lost his wife at 62 years young. Upon looking at her policy, I realized that we've been trying to reach her for several years to update her beneficiaries. Please don't assume that yours are all lined up. You've already done the hard part to take care of your loved ones... make sure the easiest part is taken care of too.