Mark Dickens, Agent with New York Life

03/16/2022

Bank on Whole Life is such a better use of your money than depositing it in the bank and receiving little to no return. Call with questions.

03/14/2022

This article provides answers to the most frequently asked tax questions, including information about deadlines, refunds, and more about this year’s tax season.

IRS starts accepting and processing 2021 returns on Jan. 24, but last-minute filers will have a little extra time.

03/14/2022

Taxes and retirement go hand in hand to help assure your financial security. Use these four tools to help you capitalize on tax savings as you approach or enjoy retirement.

Here are four tools to help you capitalize on tax savings as you approach or enjoy retirement, according to Rutgers School of Business Professor Jay Soled, who spoke with Yahoo Finance Live.

03/09/2022

How well do you understand the Social Security benefits you’re due? Here are seven things women should know about Social Security in retirement.

Social Security is an important source of retirement income, especially for women. But how well do you understand the benefits you're due? Find Out: 15 Worst States To Live on Just a Social Security...

03/02/2022

Everyone has built a financial strategy that they believe will help them achieve their financial goals. Changes to their circumstances, either personal or financial, may require a need to reevaluate those strategies.
Join us for this free informational session that can help you put it all in perspective.
Date: Thursday, March 3, 2022
Time: 4:00 p.m. Eastern
Registration link:
https://nylife.zoom.us/webinar/register/WN_Iq8KVrfPTDW6xaBT48rIvw
Registration code: 0202205
This seminar and insurance sales presentation is for informational purposes only. Neither New York Life nor its affiliates or their professionals provide, tax, legal, or accounting advice. Please consult your own professionals for advice specific to your circumstances.
Attendees are not required to purchase any products or services.

03/02/2022

If your looking to place some short-term money, New York Life's 3 year Fixed annuity could be a great place to look. The 10 year treasury is around 1.70% which is down from 2.04% just few weeks ago. The 5 year treasury is 1.56% currently down from 1.96% a few weeks ago. The current rate of our Fixed annuities may not last so if you have questions let us know. We have a great team.

03/01/2022

Looking for a little more certainty with your money? Check out this guaranteed interest rate. Contact me today!

02/03/2022

Due to , many Millennials have reported saving more thanks to fewer daily expenses. Still, most lack confidence in knowing how to achieve their financial goals. Read the latest findings in New York Life's Wealth Watch survey, and let's talk.

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

01/04/2022

Let’s talk about how guaranteed lifetime income can help mitigate this risk to a comfortable retirement.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

12/16/2021

Renowned IRA expert Ed Slott, CPA, hosts the Power of Knowing Seminar which is now available On Demand through December 31, 2021. Ed shares the five best strategies to consider to combat potentially new and higher tax rates in 2022. Watch this brief video to learn more:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277127032001
Click here to register for the On Demand Seminar: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0202205

12/15/2021

Living your best retirement means developing a financial strategy that takes advantage of all your assets. As a financial professional with New York Life, I can help you make the most of your retirement.

12/09/2021

If you are a caregiver to someone, we want you to know that you're not alone. Learn the basics and reach out when you're ready. I'm here to help.

It’s important to create a plan to help protect yourself and your family from the financial and emotional impact of a possible long-term care event.