Suzanne Swartz, Financial Services Professional New York Life

11/25/2021

Learn how to plan for the holiday season without busting your budget.

Holidays financial planning advice from New York Life - Christmas, Thanksgiving, Hanukkah, Christmas, New Year’s.

11/16/2021

This article shares the most common IRA rollover mistakes and how to avoid them.

It's easy for a rollover to break the rules, triggering income taxes and penalties.

09/23/2021

With Million Plus Level Term Life Insurance you now have a way to give your family the financial security they need—for less than you might think. Check out this video and see how easy it can be to protect the life you want for your loved ones.
https://bcove.video/3vw7P4x

08/26/2021

I had a great day at the Soldotna Wednesday market and music festival. I love connecting with the local artists.

05/05/2021

Deciding which type of IRA account to open comes down to a few factors. And they're all here, read on to learn more.

The truth is that either account will help you get closer to retirement or financial independence. Here’s how to decide which one’s right for you.

03/04/2021

Preparing your taxes doesn't have to hurt your wallet.

Here are five ways to cut the cost of tax preparation, or even get it for free.

02/25/2021

Business Owners: Which approach do you think is more successful?

The signs are obvious and only one type will succeed in the long run. How can you tell, and which are you?

02/09/2021

The IRA primer you could be looking for.

A traditional IRA can be a powerful retirement-savings tool but you need to understand contribution limits, RMDs, rules for beneficiaries under the SECURE Act and more.

01/28/2021

You can complete your taxes whenever you want but wait until this date to submit them.

If you're an early bird when it comes to filing your tax return, you'll have to wait a little longer this year before the IRS will accept your return.