Alexis Neely, Licensed Agent with New York Life

09/09/2022

Here’s the good and bad news. Our latest Wealth Watch survey reveals that while consumer confidence is down, it has not dropped dramatically from earlier in the year. You can find the full report for July here: If you have questions about your financial future, I am here to help.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

01/09/2022

Your 401(k) plan can be a powerful tool for long term savings. But the question is, are you making the most of it? Check out these 401(k) tips from Forbes to help you understand how to maximize your savings. If you have questions, reach out to me. I am here to help you reach your financial goals.

I have mixed feelings about 401(k) plans.

31/07/2022

Whole Life insurance plans are great because they offer your family peace of mind for the long run. But many don’t know that they offer more. Such as the potential for annual dividends and the option to borrow against the cash value of your policy. To learn more about Whole Life watch this video

21/07/2022

What does managing your personal finances have to do with piloting the fastest fighter planes on the planet? Good question. To find out, read this article we posted on the benefits of being a Maverick of your own finances. https://hearsay.social/3aYAKZC For questions about your financial future, reach out to me.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

30/06/2022

Increasing inflation is never a good thing. But depending on where you’re at in your life, you may feel differently about how it’s impacting you. To give you a better insight into how Americans are dealing with inflation, review the results from the most recent Wealth Watch Survey. And if you have questions about how inflation will impact your future, reach out to me.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

21/06/2022

Not all of us are thinking about our finances right after we get married. But the sooner you answer your financial questions, the sooner you’ll be prepared for a future together. On that note, I recommend reading this piece about merging your financial accounts after marriage.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

31/05/2022

There’s no doubt about it now. Inflation is here, and it’s affecting a lot of decisions we make, including preparing for retirement. On that point, I’d like to direct you to an interesting article from Forbes that speaks to inflation and retirement planning. If you have questions about your future, you can always reach out to me.
https://hearsay.social/3afFhpW

17/05/2022

Many of us never think a disability will impact our lives. Statistics tell another story. For the month of May, we celebrate Disability Insurance Awareness Month by giving you the tools to protect your future. Learn more about your disability insurance options today.

What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

27/04/2022

Did you know there are ways to earn tax-free income during retirement? It’s all part of a tax diversification strategy outlined in this brief video. If you have questions about retirement or tax diversification, I can help.
https://bcove.video/3hNaWOd?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA1MzQsICJncm91cF9pZCI6IDEwMzczMzMsICJhc3NldF9pZCI6IDIxNjMyMjMsICJncm91cF9jb250ZW50X2lkIjogOTY4NTA0MDYsICJncm91cF9uZXR3b3JrX2NvbnRlbnRfaWQiOiAxNTQyODEzODZ9

18/04/2022

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their families receive valuable protection from undue financial hardship.

Find out how New York Life can help protect your family from the unexpected with Group Term Life Insurance.

13/04/2022

I have found that the more informed my clients are about retirement,
the better they feel. To that end, I recommend reading this brief article. If you have any questions, please feel to reach out any time.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

11/04/2022

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they afford to take the time off? Disability insurance protects their income so they can focus on recovery.