Thomas Moran, Agent with New York Life

03/04/2024

You've worked hard to build a comfortable retirement. Be sure to safeguard that investment! Join us for this live event and learn how to help protect your retirement funds from taxes. ED Slott is THE IRA and Tax professional in the finance sector. DM me for Registration instructions.

02/19/2024

I have many friends and associates who live throughout the US. I want you all to know that I’m available and licensed to offer Life insurance in the following states. NY, FL, GA, TX, VA and CA. If you are in any of these states, let’s get on and allow be to show why I’m so passionate about life insurance.

02/16/2024

Celebrating the rich tapestry of Black history this month and every month. Let's honor the achievements, resilience, and contributions that have shaped our country and our communities.

02/05/2024

Every great football team needs a quarterback who can make the right calls. When it comes to your family's financial future, don't get confused by the playbook. Learn how whole life insurance can be a powerful financial tool for you and your family and reach out. I'll coach you on a solid strategy.

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

01/29/2024

Establishing strong goals is crucial for the success of businesses. Learn how to set short and long- term goals that are specific, trackable, and measurable at the link below.

When planning out business objectives, it's important to have short and long term goals in mind. Read about how to define your company's goals.

01/15/2024

As we welcome a new year, take the first step toward improving your financial well-being by creating and sticking with a budget. With these five easy steps, you can gain the confidence to build a better financial future.
https://bit.ly/3O5y5gV

01/12/2024

Both CDs and fixed deferred annuities are considered low-risk investments, but if your goals are more long-term, an annuity may be your better option. From tax benefits to return on interest, make sure you're saving the right way for the goals you want to achieve.

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.

01/11/2024

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

01/04/2024

Looking for a way to prepay your life insurance premiums? Lock in a 12% interest rate for the first year and 6% for subsequent years on a Premium Deposit Account on select life insurance products. Speak to me today to learn more.

12/29/2023

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

12/24/2023

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.

12/18/2023

Estate planning is an important part of developing a financial strategy, yet it’s often overlooked. Here’s what you need to know so that you can determine how it may apply to you.

Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake.