Rosemarie Lajara, Licensed Agent with New York Life

09/28/2023

Student loan interest accrual resumed on September 1, putting the spotlight on the key differences between subsidized and unsubsidized loans. Here’s what you need to know.

Interest accrual has been paused on student loans for more than three years. Interest resumes Sept. 1 and it has big implications for certain types of debt.

07/03/2023

Protecting your partner
Watch this short video to learn how business owners can cope with the unexpected loss of a business partner. http://bit.ly/1GigKFm

06/26/2023

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save you money by locking in your rates early. This summer, learn how life insurance can be good for your financial health.

Trying to decide when you should get life insurance may be one of the more important financial decisions you make. Let New York Life help.

06/01/2023

Learn what per stirpes is, how it works, and the pros and cons of using it as an estate planning method in your will or trust.

Per stirpes in a will or trust specifies that if your beneficiary dies before you do, their share of your estate is divided equally among their descendants.

05/11/2023

According to the latest Wealth Watch survey, the top financial difficulties parents reported were paying bills in full (30%), paying bills on time (29%), and building savings (28%). Read the full report here and reach out if you need any guidance.

Despite economic pressure, parents feel confident about the future.

05/09/2023

Join us for NYL’s Power of Knowing webinar on May 23, 2023, at 2 PM EST with Mary Beth Franklin, award-winning journalist and columnist, discussing how to make the most out of Social Security. Register now at:
https://bit.ly/3nK9JPX

04/13/2023

If you’re a business owner taxes are usually one of your biggest expenses. These are 10 federal tax numbers that could help you save money this year.

Boring? Not when you consider the money you could be saving.

04/06/2023

As baseball season gets into full swing, we're reminded that life is full of curveballs. But like a coach, I can help you make the right plays. Check out this savings calculator and let’s create a strategy so you can enjoy the game knowing you're covered.

Are you saving enough for retirement? Use our retirement savings calculator to help find out how much money you should save for retirement.

03/20/2023

An unexpected early retirement can create major challenges for women if they're not ready. Take charge of your financial future and learn what you can do to be better prepared.

Why women need a backup plan in case they need to retire early.

03/16/2023

Whether through sound investing or savvy budgeting, financial literacy is the key that unlocks more significant opportunities for small business owners. Here’s why.

Being financially literate can help you make better decisions when managing your finances and give you an edge when competing with other businesses.

03/06/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3ZM4tsz

02/20/2023

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.