Danielle Di Mattei, Licensed Agent with New York Life

01/22/2023

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.

01/21/2023

The use of outdated vocational listings makes it difficult to qualify for disability benefits through the Social Security Administration.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.

01/20/2023

Learn more about what’s currently shaping the markets.

01/15/2023

I love helping my clients through every stage of life. That’s why I recently received my specialization in financial guidance. From protecting your family to saving for college (and things in between), reach out and let’s ensure you’re prepared for all of life’s big moments.

01/14/2023

I am proud to announce I have recently received my specialization in financial guidance. With “protection-first” strategies for every major step in life, I can now provide more customized solutions to better fit your needs. When you have a moment, let’s discuss how I can help.

01/09/2023

Here are the key differences between student loan forbearance and deferment and how to choose the best option for you.

Almost 43 million Americans carry student loan debt. Forbearance and deferment are two ways borrowers can freeze their payments. Here are some factors to consider before requesting either one.

01/09/2023

Take these financial steps before starting a business during retirement.

Just because you’ve got that big pile of cash staring at you doesn’t mean you should use it to fund your side business. Here are some ideas to think about first before tapping into your retirement funds, including one so obvious you may be disregarding it.

01/08/2023

This article answers your Social Security questions about whether working before filing can incur the earnings test, full retirement age for survivor’s benefits versus retirement benefits, and more about widow’s benefits.

Today's Social Security column addresses questions about the whether working before filing can incur the earnings test, full retirement age for survivor's benefits versus retirement benefits and more about widow's benefits.

01/07/2023

This article explores customer retention vs. customer acquisition and how knowing the difference can help you make smarter and more accurate investments for your business.

Overall, knowing each customers' worth to your business can help you make smarter, accurate investments.

01/06/2023

Life insurance, college savings, retirement – these things are personal. As your agent, I will personally guide you through all of them. Whenever youʼre ready, Iʼm here for you.

01/02/2023

When you think about your company’s financial sustainability, your bottom line is only part of that picture. Here are five other areas you need to consider.

The last few years have been rocky for the economy and businesses, to say the least. The unprecedented effects of the COVID-19 pandemic, shifts in work, rising inflation, a looming...