Jake McIntyre, Agent with New York Life

03/12/2024

Establishing strong goals is crucial for the success of businesses. Learn how to set short and long- term goals that are specific, trackable, and measurable at the link below.

When planning out business objectives, it's important to have short and long term goals in mind. Read about how to define your company's goals.

03/06/2024

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

02/26/2024

In the past several years, shocks previously considered unlikely or impossible have come to fruition, with heavy impacts on economic growth, market behavior, and human life. In response, the Global Market Strategy team at New York Life Investments considers not just the upside and downside scenarios to their base case view, but also the black swans – or events that, though incredibly unlikely, could upend the 2024 outlook.

02/22/2024

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return.

Finally -- the kids are paying off. Find out how the Child Tax Credit works and how to claim it for the 2023 tax season.

02/20/2024

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductions. Here’s what you need to know for the 2024 tax season.

Had or adopted a child in 2023? What new parents need to know about tax credits and deductions. Importantly, the enhanced Child Tax Credit went away in 2022.

02/17/2024

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

01/28/2024

For many business owners, the holiday season can be the busiest time of year. But now that the rush is over, what are your goals for the weeks and months ahead? Whether you're looking to reach new customers, grow your employees, or even plan on retiring, having a professional who can help is always a smart business decision. Reach out, and let's talk about your goals today.

When planning out business objectives, it's important to have short and long term goals in mind. Read about how to define your company's goals.

01/26/2024

National is a great reminder that you don't need to know all the answers if you know who to ask for help. With so much riding on your financial future, wouldn't it be smart to have a financial professional help you fill in the blanks? Whether you're a recent college graduate, a parent of growing children, a business owner, or a person approaching retirement, I can help you navigate complex financial decisions with confidence and peace of mind. Let's talk.

New York Life offers financial advisory services that can help you and your family meet your financial goals. Read through our guide to learn how to find your next financial advisor.

01/17/2024

Now that the holidays are over, it's time to get organized. While the garage or attic could probably use a little tidying up, don't neglect the most important things—your plans for the future. Being prepared looks different across all phases of life, but no matter where you want to go I can help you clear a path to get you there. Reach out, and let's start getting your financial future in order today.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

01/09/2024

The Social Security overpayment problem worsened in October, now standing at $23 billion. Here’s how the Social Security Administration will try to recoup the overpayment.

The Social Security Administration will now have to try and recoup $23 billion in overpayments.

12/20/2023

Findings from Morningstar’s “The State of Retirement Income:2023,” suggests that a starting withdrawal rate of four percent from your retirement portfolio can deliver a 90% success rate of not running out of funds over a 30-year period. Here’s why.

Morningstar's annual retirement income study had some “somewhat surprising findings,” Christine Benz said.

12/14/2023

These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.

Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...