Joshua Pau, Licensed Agent with New York Life

06/10/2022

Here’s another good reason to listen to your elders: according to the New York Life Wealth Watch survey, nearly half (46%) of retirees report they began preparing for retirement at age 42 and wish they started earlier over a decade earlier, at an average age of 30.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

06/03/2022

A great way to kick off the summer is with a conversation about your financial health. Learn about the importance of talking to your family about inheritance, guardianship, and living wills. Contact me if you need any help.

Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

05/30/2022

On , we remember all who serve, and especially those who made the ultimate sacrifice to protect and preserve our freedoms.

On Memorial Day, we honor those who died while serving in the military. Here we look back at how New York Life has supported our country’s heroes throughout our long history.

05/27/2022

This article shows you how to factor inflation into retirement investing so that you can enjoy life now and later without skipping a beat.

For Gen Xers, inflation can impact their retirement strategy

05/25/2022

This article explores why it’s important to move beyond the basics of financial literacy to financial empowerment.

No matter our circumstances, we are never done learning about money. Regardless of where our lives take us, improving our understanding of finances is key to living free of financial pressures. No matter our circumstances, we are never done learning about money.

05/24/2022

It doesn't matter if you are 25, 45 or 65 years old - rising inflation, market volatility and rising taxes are affecting you. How it is affecting you is different and that is why it is essential to speak to someone who can address your specific need. We don't provide products, we provide solutions individual to you.

05/18/2022

Five financial experts weigh in on how to manage savings, debt, and investments because of inflation sitting at a 40-year high.

5 financial experts tell us how to tackle savings, debt and investments as inflation sits at a 40-year high.

05/13/2022

Taxed now, tax deferred and tax free. Do you know which bucket your assets fall into? Taxes are still top of mind for so many of us and it's important for us to talk about it NOW. When your paycheck stops is too late, let's have a conversation today.

05/11/2022

You are paying more for everything right now. Isn't it time your money pays you more as well? Let's talk about it today.

05/10/2022

Market volatility can be unnerving but we also have the concern of rising prices on everything we buy. What are you doing NOW to make sure to keep more of your money? What about when your paycheck stops? Let's have a conversation about your individual situation and needs.

05/09/2022

It’s no secret that people aren’t saving enough for retirement, but the Secure Act 2.0 offers retirement incentives for both businesses and employees, which could spur interest in saving for the future. Here’s how.

Americans aren’t saving enough, and Congress is poised to pass a law that would help employers and employees put more aside The Secure Act 2.0 is a no -brainer – a low-cost regulation that strongly encourages people to do what they should be doing and that’s being financial prudent. Photograph...

05/06/2022

A new study “Retirement Reimagined” shares what retirement will look like for millennials and explores whether they will have enough savings for their golden years. Take a look at this and other findings from the study, in this article.

This not-so-young generation is making big plans for their golden years