Shelby Gaines Evertsen, Licensed Agent with New York Life Insurance Company

11/03/2022

A new survey shows baby boomers' median retirement savings totals $202,000. Baby boomers might want to seriously consider these three proven strategies to bolster their retirement nest eggs.

And if you’re behind? It’s OK boomer. There’s still some time to catch up.

11/01/2022

Is a million-dollar life insurance policy enough? Take a look at what a million-dollar life insurance policy means for you and your family’s financial security.

$1 million seems like a lot of money, and for most of us, it really is. But when it comes to life insurance, what does a million-dollar policy really mean?

10/27/2022

Here are the important dates you need to remember to ensure you receive student loan forgiveness relief.

Student loan borrowers will need to take action to qualify for debt forgiveness. Here's what they'll need to do, and when to do it.

10/25/2022

Have you heard that the “probability” rule doubles the lifetime estate and gift tax exemption for married couples? Here’s what spouses need to know about how it works.

Transferring an unused lifetime exemption to a spouse isn't automatic and has some tricks.

10/20/2022

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.

10/18/2022

Over the income threshold for student loan forgiveness? Here are some steps you can take to get relief.

President Biden's student loan forgiveness plan caps incomes at $125,000 or $250,000. If you don't qualify, what other options do you have?

10/13/2022

Even though Gen Z is the most debt-adverse generation, they scored the lowest in a recent financial literacy study by TIAA Institute. This article explores the financial challenges facing Gen Z and how they can make financial literacy their sweet spot.

Being debt-averse is not enough. Gen Z needs to understand the big picture of personal finance and investing if they want to thrive.

10/11/2022

If you’re an eligible educator, you can deduct up to $300 of out-of-pocket classroom expenses for 2022. Take a look at this article to find out if you qualify and what classroom expenses you can write off.

For the first time in a long time, the tax deduction for out-of-pocket teacher expenses has increased.

10/07/2022

Small Business Friday!
Meet Justin and Ashley Rogers, the founders of Level Up Strength & Nutrition. I was able to sit down with them to discuss why they opened their business and what motivates them.

Justin graduated from Old Dominion University with a degree in Exercise Science and has been weightlifting since 2014 but has focused more on powerlifting for the last two years. He wanted to grow beyond the “bro-science” approach to fitness and help others “be better than what they were before” using science-backed and evidence-based strength and nutrition programming. Justin focuses on guiding his clients through a personalized health and wellness experience to become stronger and more confident in themselves.

Ashley, his amazing wife, and business partner, graduated from Florida State University with her degree in Exercise Science/Pre-Med and is a specialist in helping women with PCOS, thyroid issues and endometriosis. She is also a certified nutrition coach with NASM and certified Women’s Coaching Specialist + through Girls Gone Strong. By being specialized in those areas, she can help women “find their own body again”, which is something that Ashley is extremely passionate about.

They began their virtual coaching when Covid began, but really decided to start this program when they became sick of all the conflicting health information being spread. The Rogers opened up Level Up Strength & Nutrition and made it a research-based program so their clients can achieve their goals. Their program can be done virtually and is adaptable to what equipment the clients do or don’t have. This company is truly built on the “passion in progress” principal. They can be reached online through most social media platforms and their website at www.levelupstrengthandnutrition.com.

Thank you Justin and Ashley for being amazing and passionate in what you do!

10/06/2022

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.

If you’re thinking about how you’re going to pay for college, use our list of long- and short-term strategies to help you secure the funds for a college education.

09/29/2022

You canʼt predict your familyʼs future, but with a little guidance, you can be financially prepared for it. Letʼs talk about what that looks like for your family.