Dane Bertrand, Licensed Agent with New York Life

05/09/2023

Economic uncertainty can be worrying, but a shift in strategy can help. According to the latest Wealth Watch survey, in the past year, 59% of parents say that their financial strategy has changed due to life events. Read the full report here and let’s talk.

Despite economic pressure, parents feel confident about the future.

04/27/2023

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

New York Life helps you learn how to start planning for retirement late with these steps and considerations so you aren't playing catch up later.

04/25/2023

Spending the day at work with your child is the perfect way to connect the dots between your job, your income, and your family.

Eight tips to review and take control of your financial situation including saving, budgeting and life insurance.

04/19/2023

From new babies to new houses, from graduations to retirements – Iʼm here to help you navigate it all. If you have big plans for your future, letʼs talk.

04/11/2023

The Federal Reserve raised interest rates once again. Find out what this means for the markets, monetary policy and your personal finances moving forward.

The Fed tweaked its hawkish policy on interest rates even as the fight against inflation took precedence over turmoil in the banking sector.

04/03/2023

This year, Tax Day is Tuesday, April 18. If you can’t file your taxes on time, you can request an extension before the deadline – more time to get your finances in order.

03/28/2023

Spring is a time for new beginnings and new strategies. Learn how tax-efficient retirement planning can help you grow your savings and be better prepared for your autumn years.

Read how to potentially minimize taxes on retirement income by using these tax planning strategies for and tax advantaged accounts.

03/22/2023

Whether through sound investing or savvy budgeting, financial literacy is the key that unlocks more significant opportunities for small business owners. Here’s why.

Being financially literate can help you make better decisions when managing your finances and give you an edge when competing with other businesses.

03/20/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

03/14/2023

Want to bring new life to your portfolio? Steve Parrish, co-director of The American College of Financial Services’ Center for Retirement Income, explores a tax-efficient way to protect and grow wealth. https://nyl.co/3FlHixa

03/13/2023

As a Licensed Agent of New York Life I offer a variety of solutions, that can help you meet a number of financial and insurance needs, including, but not limited to
- Lifetime Income Strategies📈💵
- College Funding🏫👨‍🎓
- Retirement👔🏌️
- Managing costs for extended periods of care🏥🩺
- Business Solutions📊📌
🆓📲 Contact me for a free meeting to help you fully analyze your needs and recommend appropriate solutions.
Let’s Protect What Matters The Most!!