Darius Velez, Agent with New York Life

03/13/2023

Becoming a new parent can be difficult—and expensive. But with the right help and guidance, there’s nothing you can’t handle. Here are 3 tips to help keep your finances in order. Need even more advice? Just reach out.

There are many additional expenses that come with starting a family. Use these money saving tips for some financial help as new parents.

03/12/2023

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

03/12/2023

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.

03/12/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.
https://www.eaglestrategies.com/public_files/Marketing-Minute-Education-Funding_-_final.pdf

03/12/2023

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable.
https://www.eaglestrategies.com/public_files/Planning_Essentials_Importance_of_an_Emergency_Fund_Eagle.pdf

03/11/2023

Even the star quarterback needs a coach to help them call the right plays. No matter where you are on the field, I can help guide you to make the right financial decisions. Reach out and let's discuss your next play.

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

03/11/2023

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.

03/11/2023

“As a mutual company, we operate for the benefit of our policy owners with an unyielding commitment to being there when they need us most.” —Aaron Ball, SVP and head of insurance solutions, service and marketing, New York Life

New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

03/11/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration. A recent Washington Post article reveals how the Social Security Administration uses a list of jobs that was last updated in 1977 to decide if a person is still able to work today. Read the full article here:

Despite spending at least $250 million to modernize its system, Social Security still relies on 45-year-old job titles to deny thousands of disability claims.

03/10/2023

More families are choosing cremation when it’s time to navigate death’s financial toll. Learn why cremation is outpacing burials, and what the trend means for consumers.

Death is expensive. When a loved one passes, you face an emotional and financial toll. The minimum cost to transport, store and legally process a body after death in most states is $1,000. That price doesn’t include burial and funeral expenses. More families are choosing cremation due to its a

03/10/2023

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

03/10/2023

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.