Yvan Baumeige

11/17/2024

12/24/2023

What the Jewish people do for the world?
They invented the weekend.
They invented peace among people.
They invented respect of life and abolished human sacrifice.
They invented the rule of law.
They invented equality among men and women.
They invented school.
And many more decent living.
We owe them that.
Amen 

08/28/2023

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years. While this may seem promising, it's essential to recognize that this legacy money may not go as far as you think. There are economic realities that may get in the way.

If you have questions about creating a financial strategy, please feel free to contact me.

*https://nyl.co/3PeFz2b

08/28/2023

How much life insurance do you really need? It really depends on a number of different factors. This video from New York Life Insurance Company will help guide you to find the right amount of protection to meet your specific goals. If you have any questions about life insurance, your financial goals, and how it might all fit together, please feel free to contact me. https://bcove.video/44f8dp8

08/18/2023

With so many types of life insurance options available, it may all seem a bit confusing. It doesn’t have to be. This video from New York Life Insurance Company does a great job explaining the two basic types of life insurance available, how they work, and how one may be right for you. If you have additional questions about life insurance that may fit in with your needs, please feel free to contact me. https://bcove.video/3D2sIsU

08/17/2023

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates continue to rise

If you have any questions about how to develop a solid financial strategy, please reach out to me!

Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.

08/14/2023

To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals.
https://www.eaglestrategies.com/public_files/Maximizing_Social_Security_-_Eagle_final1.pdf

08/14/2023

Life is unpredictable, and unexpected expenses can come up at any time. Use this emergency fund calculator to determine how much you’ll need to help give you peace of mind and financial security during difficult times.

Life is unpredictable, and unexpected expenses can come up at any time. Whether it's a sudden car repair, a medical emergency or a job loss, having an emergency fund can provide peace of mind and financial stability during difficult times. Use this emergency fund calculator to determine how much

08/13/2023

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/3qsipM7

08/11/2023

If the unexpected happens, having a will in place can be a way to avoid leaving important decisions about your assets to your state’s laws and courts. Here’s how you can get started.

Dying without a will can cause legal complications for your loved ones. Here's how you can make a will without spending a fortune.

08/10/2023

With hurricane season in full swing, it's crucial to be prepared. Make sure you have an emergency kit stocked with essentials like water, non-perishable food, and batteries. Click here for more important tips and remember—safety first! https://bit.ly/3s5W3R6