Jeffrey Christian, Registered Representative with Nylife Securities LLC

09/26/2023

In July, nursing home and adult care costs surged by 2.4%, the highest monthly increase since 19971, driven by inflation. Planning for long-term care is crucial because 70% of adults who reach 65 need long-term support before passing away2. To learn more about the costs and the future of nursing home care, check out this article.

https://bit.ly/455Yvoy

If you have any questions about making plans for long-term care or retirement, please feel free to reach out.

1 Bureau of Labor Statistics
2 Study by The Urban Institute.

09/13/2023

Are there potentially unclaimed retirement funds waiting for you? Around 25% of 401(k) plans are abandoned or forgotten, per recent estimates1. Curious about unclaimed benefits for you? Read this guide to know for sure:

https://bit.ly/3Ri9XKs

If you have any questions about your financial goals for retirement, please don't hesitate to get in touch.

1. Capitalize. The True Cost of Forgotten 401(k) Accounts (2023). Accessed Jul 31, 2023.

08/28/2023

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years. While this may seem promising, it's essential to recognize that this legacy money may not go as far as you think. There are economic realities that may get in the way.

If you have questions about creating a financial strategy, please feel free to contact me.

*https://nyl.co/44BldVu

08/17/2023

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates continue to rise

If you have any questions about how to develop a solid financial strategy, please reach out to me!

Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.

08/15/2023

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/3qAXEhi

08/10/2023

Let’s talk soon…

08/08/2023

Wanna start the day off right? Give me a call and let me show you how you can get $ 1 million of dependable term life insurance for less than your daily cup of coffee.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

08/03/2023

New York Life's term life insurance offers flexible options for whatever your needs may be. https://bit.ly/3DE7KkH

07/27/2023

Need life insurance that fits your monthly budget? In many cases, you can get a dependable term policy for less than the cost of a gym membership. Contact me today and let’s work it out together.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

07/22/2023

Retirement income from 401(k), pensions, and Social Security is generally taxable but there are notable caveats for Social Security and Roth IRA accounts. Here is what you need to know.

Retirement income from tax-deferred 401(k)s or Traditional IRAs is taxable, as is pension, annuity & Social Security income. Roth IRA income usually isn’t taxable.

07/21/2023

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help retirees feel happier and more confident in their investments. Read this article to find out how retirees' lives are impacted for the better by owning an annuity.

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

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

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