Shannon Quintana, Agent New York Life Insurance Company

04/26/2023

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

https://yhoo.it/3V6sWHG

If you have additional questions about reaching your retirement goals, please feel free to contact me.

04/19/2023

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/3LULzMm
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

03/09/2023

A 529 college savings plan can offer a tax-advantaged way to pay for a loved one's education. However, there are rules to follow to maximize its benefits. Click the link to learn more.

Learn more about 529 plan contribution plans and withdrawal rules with help from New York Life. Prepare for your educational future today.

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/26/2023

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.

01/25/2023

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.

01/25/2023

Learn more about what’s currently shaping the markets.

01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.