Tony Pao, Co-founder and Principal at Paoerhouse Financial Group

03/28/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3TOWRn6

03/27/2023

Interested in joining the small business world right out of college? Here are seven tips to jumpstart your entrepreneurial ambitions.

Want to start a small business right out of college? Here are a few tips.

03/24/2023

Need help retaining key employees? If so, this article lists 6 steps you can take to combat the "Great Resignation" and outlines some of the tools that are available to help. Let me know if you have any questions.

Keeping talented workers is essential to any thriving business. New York Life has 6 tips to retain employees and promote a positive workplace environment.

03/22/2023

Are you prepared for healthcare costs in retirement?
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Planning_for_Healthcare_Costs_in_Retirement_-_Eagle_-_final3.pdf

03/16/2023

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%.

03/14/2023

According to a Bankrate survey, 55 percent of American workers are behind on their retirement savings. Learn how you can get ahead and create a more financially secure future.

Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact, according to a Bankrate survey conducted in 2022, 55 percent...

03/13/2023

The warnings that a recession may occur continues but fears that it will happen in 2023 are fading. Here’s why.

Decreasing inflation and strong job growth suggest a potential economic decline in the near future may not happen.

03/10/2023

Changes in interest rates directly affect the performance of many estate planning strategies, and the Fed’s aggressive interest rate increases throughout 2022 could have both negative and positive impacts on your financial future. Read this article from The Nautilus Group to learn more and then let’s review your estate strategies to see if you can benefit from this higher interest rate environment. The Nautilus Group is a service of New York Life Insurance Company.https://thenautilusgroup.com/nautilusnavigator/impact_of_rising_interest_rates.pdf

02/07/2023

If you're a business owner, you might want to take a look at this article.

Entrepreneurs need to plan for the worst, including a business partner's death. Here's how life insurance is key to keeping a business afloat.

02/03/2023

Four ways Gen Zers can ramp up their retirement savings and set themselves up to thrive in their later years with a little planning now.

Here are expert tips to help you reach retirement goals.

02/01/2023

Want a better retirement? Read these books to help you prepare for retirement planning.

Get a jump-start on New Year’s resolutions by reading these books to prep your retirement planning

01/30/2023

Here are five steps for building a mission statement that can help guide decision making, inspire and motivate employees, and differentiate your startup from your competitors.

A mission statement is the easiest way to represent and summarize any company's identity and purpose. Here are five tips for crafting a great mission statement for early-stage startups.