Willie "A.J." Allen, Agent with New York Life

02/29/2024

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.

02/27/2024

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

02/22/2024

Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement.

Among the countless headlines last year, little attention was paid to retirement saving.

02/20/2024

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

02/15/2024

What kind of legacy do you want to leave to your loved ones?

02/13/2024

You show love to your partner in ways that you know will make them happy. But don’t sleep on financial preparation and life insurance. Insuring your love is as easy as 1-2-3.

Looking to buy life insurance, but not sure where to start or how much coverage you need? Here are some tips for purchasing a life insurance policy.

02/08/2024

Every great football team needs a quarterback who can make the right calls. When it comes to your family's financial future, don't get confused by the playbook. Learn how whole life insurance can be a powerful financial tool for you and your family and reach out. I'll coach you on a solid strategy.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

02/01/2024

Employee retention plans – a guide for employers In today's dynamic job market, employee turnover is inevitable, but a robust employee retention program can significantly reduce the loss of key personnel, safeguarding your organization's growth and stability. In this article from Robert Keebler, you’ll learn how to adapt to the evolving job landscape and prioritize retaining your most valuable assets – your dedicated and skilled employees.
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01/30/2024

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
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01/25/2024

Financial planning is about more than just saving for retirement - it's about having a solid plan to protect, invest, grow, and share your wealth. https://bcove.video/3tFoohR

01/23/2024

J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concepts of delayed gratification, saving, and being thoughtful about sharing with loved ones.

Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr...

01/18/2024

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.