Jeremy J. Soditch, Agent / New York Life

02/04/2024

Learning about finances should start at home with parents as the teachers. Talking to kids about money early on is key to securing their financial future. So is making a financial strategy for their future – whether it's saving for college or protecting your whole family's legacy, we can help.

02/02/2024

Do any of these words describe you? Be sure to look over the results of New York Life’s recent Wealth Watch Survey and see what people are doing to be more financially resilient in 2024.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

02/01/2024

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know.

Contracts can be confusing, and costs can add up fast if you’re not careful, but the right annuity can still be a good income strategy for the right person.

01/12/2024

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

01/11/2024

Learn more about what’s currently shaping the markets. Read this quarter’s edition of The Eagle Edge here.
https://bit.ly/41T2VPA

01/11/2024

Uncertain about your financial future? Reach out and embrace this with confidence and conviction. From creating a retirement strategy to building your financial future, I can help get your financial health back on track. Reach out, and let's review your goals together.

Learn how you can achieve your financial goals with resources from New York Life. Find all the personal finance resources you need and more!

02/02/2023

Congress is expected to pass a bill that will make big changes to your retirement plan, allowing you to save more. Here’s what you need to know.

Americans could start saving a lot more for retirement.

02/01/2023

New retirement legislation pushes the age that retirees must start taking RMDs from IRAs, 401(k)s, and 403(b) plans to 73 this year, up from 72. Here’s how this may affect your retirement savings.

The age that retirees must start taking required minimum distributions, or RMDs, from IRAs, 401(k)s, and 403(b) plans, is 73 this year.

01/31/2023

There’s a chance that U.S. housing market demand, which was in free fall mode during the second half of 2022, has bounced back. Learn more in this article.

The seasonally adjusted Mortgage Purchase Application Index just rose 24.7%.

12/22/2022

This article highlights the types of life insurance policies you can borrow from, how a policy loan works, and how the loan can affect your policy.

Life insurance is an important tool that helps you protect your loved ones from financial distress if you die. There are also advantages to life insurance beyond the death benefit. If you have a policy with a cash value component, you can borrow money from your life insurance. Cash value life ins

12/20/2022

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.

Start saving by asking questions.

12/19/2022

Winter may inspire you to start comparing warmer coats, but when it comes to comparing retirement options, knowing which ones will protect you best isn’t always easy. That’s why I’m here to help. Read this article and let’s talk.

Read the pros and cons of fixed deferred annuities and CDs. Compare taxation and rates of CDs vs fixed annuities, and decide which is best for you.