Legacy & Wealth Professionals, LLC

04/30/2018

After 4,380 rounds of golf, you’re bound to improve your swing. What would you do? https://nyl.co/2DWJcSG.

Like golf? Imagine how many more holes you could play with 17,520 more hours of retirement! We’ve found that including income annuities in a retirement portf...

04/27/2018

Sharing lessons and traditions is an important part of being a parent. Teach your kids how to be smart with money.

Learn how our flexible solutions can help you through each step, from college savings to family protection.

04/25/2018

For most women, balancing work, home, and everything else life throws at you is second nature. But are you taking the time to plan for your financial future? That’s where I can help.

Whether you’re just starting up the career ladder or an experienced corporate mogul, you may need to take extra steps to help ensure your security in retirement.

01/30/2018

In a volatile economy, the mutual advantage could help you find peace of mind.

Strong, just like always.

01/24/2018

These seven money conversations with your kids will be a lot less stressful than that other talk.

Your kids aren't babies anymore. It's time to sit down and talk finance.

01/22/2018

There are a lot of issues to consider with a revocable trust—like remaining unfunded, assets, and trustees. Funding your revocable trust is the only way to ensure that it accomplishes your goals. http://bit.ly/2j1jFzY .

01/18/2018

We just lowered the rates on our most popular whole life policy. If you ever wanted lifetime coverage, now’s the time to talk.

Our one-of-a-kind custom whole life policy is unique to New York Life. It’s a permanent policy with a payment plan tailored to your needs.