Elvis Wafula Financial Professional With NexGen Financial Group

09/22/2022

Nobody should have to choose between food and childcare, an impossible choice that millions of people often face. Join me in the fight to end hunger at feedingamerica.org/hungeractionmonth.

09/15/2022

Medicine should never come at the expense of food. This is just one of the impossible choices that millions of people often face. Join me in the fight to end hunger at feedingamerica.org/hungeractionmonth.

04/28/2021

Helping to build better futures for others is a great legacy to leave behind. If you're thinking about donating to charities as beneficiaries, here are some things to consider.

Planned giving is the process of leaving a legacy gift to a beneficiary of your choice. Learn from New York Life how to choose a non-profit as your beneficiary.

04/23/2021

There are many reasons people choose to work in their retirement. Read these tips and let's talk about your retirement strategy.

Going back to work after retirement shouldn't be a back up plan. Learn about your other options from New York Life and enjoy this rewarding period of your life.

04/18/2021

As you get further along in your career, preparing for retirement becomes a greater focus. These tips can help you along the way, but please get in touch if you'd like some professional guidance.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

04/13/2021

When you're a grandparent, a bright future of opportunity can be the best gift you can give to your grandchild. Contact me to learn how New York Life can help you pay for your grandchild's future education and set them up for a world of possibilities.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

04/08/2021

Once you reach a certain age, you're required to take the minimum distribution from your tax-qualified retirement account, but you do have options how you can use it. Reach out and I can help you figure out the best strategy for you.

Required minimum distributions are often overlooked by retirement plan owners. Learn from New York Life about RMD tables, their rules and how RMDs can be used.

04/03/2021

When it comes to your retirement strategy, there's no time to take chances. Learn what matters when it comes to choosing an insurance company and why New York Life's financial strength ratings are consistently among the highest in the industry.

Financial strength or insurance ratings indicate an insurance company's ability to pay policyholder claims. Learn how important these ratings are from New York Life.

03/29/2021

Typically, the longer you wait to start collecting Social Security, the bigger your benefits will be. However, the immediate need for assistance can outweigh the desire to wait. If you need help deciding what to do, read this article and let’s talk.

Guidance on when to claim benefits based on your personal needs.

03/24/2021

Life is full of big events but transitioning out of work and into retirement may be one of the biggest. If you're getting ready to take that first step, I can help you create a strategy that fits your specific needs. Before you start, let's talk.

Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

03/19/2021

Preparing for retirement should be on everyone's priority list. Whatever track you're on, I can help you ensure your strategy is diversified and solid enough to get you where you want to go. Reach out if you want to talk.

It is important to diversify your investments in order to properly manage risk. Learn five strategies from New York Life for how to diversify your portfolio.

03/17/2021

Right now, loaning money to your trust or children to pay life insurance premiums can be a good idea due to low interest rates. If you have questions about tax strategies and interest rates, I can help. Let’s talk about your future!