Preetam V Deshmukh, Licensed Agent with New York Life

12/16/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

12/16/2024

The specific date you start your retirement could impact several key elements, including benefits from your former employer, Social Security distributions, and taxes. If you're thinking about retiring this winter, reach out. I can help ensure your timing is perfect.

11/25/2024

Guide to understanding home equity.

Equity is the portion of the home that you own. Knowing how to calculate home equity can help you decide how and when to access it.

11/18/2024

In this week's , the Global Market Strategy team at New York Life Investments covers two main drivers of dollar strength – America-first policies and economic outperformance – and what investors should watch going forward. Click here to read: https://bit.ly/3Oh1JQ6

11/14/2024

Recently, 529 plans hit a new milestone with over half a trillion dollars being saved in plans across the country. Why are 529 plans so popular?

11/07/2024

Nobody knows what the future may bring. That's why it's important to prepare early—when rates are typically at their lowest. Whether you’re looking to remain at home rather than a nursing facility, avoid being a burden to your loved ones, or protect your assets for your family—we have ways to help. Reach out, and together we'll come up with a strategy that gives you more financial flexibility when you need it most.

10/03/2024

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

09/30/2024

When it comes to big life events, there's a difference between expectations and reality. In fact, 76% of adults surveyed were surprised by something when going through a significant event. Make sure you're not caught off guard. Reach out and I'll help you come up with a strategy that covers all the bases.

New York Life’s latest Wealth Watch survey finds that American adults overwhelmingly report they are not financially preparing for major life events like purchasing a home, starting a family, changing careers, or retirement.

09/30/2024

Life is a journey, filled with ups and downs, joy and loss. Life insurance protects that journey financially—now and in the future.

09/27/2024

The benefits of using life insurance as a tool to create multi-generational wealth—while ensuring your loved ones can move forward financially after your passing—can be priceless.

09/25/2024

Moment by moment, life insurance can protect your financial journey.