Rosy Sachdeva, Agent with New York Life

Rosy Sachdeva, Agent with New York Life Please contact me to help you fully analyze your needs and recommend appropriate solutions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

With   being one of the busiest shopping days of the year, it's the right time to think about protecting your business a...
11/24/2021

With being one of the busiest shopping days of the year, it's the right time to think about protecting your business and employees. New York Life's Business Solutions can help you protect what you've built.

Learn how insurance from New York Life can protect and support your small business, from guiding succession planning to providing incentives for your employees.

Year end: To Do List.
11/23/2021

Year end: To Do List.

A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short v...
11/17/2021

A straight-forward retirement solution for forward thinking you. Learn the value of NYL My Care by watching this short video. https://bcove.video/2JcCYo2

Preparing for the future can help you better enjoy the present. Take a look at this short video to learn about the value...
11/15/2021

Preparing for the future can help you better enjoy the present. Take a look at this short video to learn about the value of NYL My Care. https://bcove.video/2tmwLN0

I bring you this reminder to prepare—whether that means thinking about how to care for aging loved ones or planning ahea...
11/14/2021

I bring you this reminder to prepare—whether that means thinking about how to care for aging loved ones or planning ahead for yourself. Learn about the basics and let's talk.

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

If your loved one needs care, you'll be there to offer it without question. And we'll be here to support you without que...
11/11/2021

If your loved one needs care, you'll be there to offer it without question. And we'll be here to support you without question. This , learn how you can be better prepared to handle a long-term illness or injury.

Being a caregiver for a spouse can be emotionally,physically, and financially taxing. Learn from New York Life what you can do to help prepare for the road ahead.

11/09/2021

If you are a caregiver to someone, we want you to know that you're not alone (and not just because it's ). Learn the basics of caregiving 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.

Millions of 401(k) accounts are left behind by employees when they change jobs. Find out how you can track down these lo...
10/31/2021

Millions of 401(k) accounts are left behind by employees when they change jobs. Find out how you can track down these lost retirement savings in this article.

A national database to find forgotten 401(k)s and pensions could be on the way, but savers should take action now to locate any missing retirement accounts.

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing semi...
10/30/2021

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing seminar on November 17, 2021 at 1 PM ET. Hear Ed share knowledgeable, professional advice on the five best strategies to consider to combat potentially new and higher tax rates in 2022. Please watch this brief video to learn more about Ed’s seminar:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277120609001
Register today: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0189764

When a loved one passes away, the inheriting heir must handle the resulting tax concerns. This article covers the most i...
10/30/2021

When a loved one passes away, the inheriting heir must handle the resulting tax concerns. This article covers the most important tax-related considerations of inheritance.

'To avoid probate, many individuals and married couples of means set up revocable trusts to hold valuable assets including real estate and financial accounts.'

Learn how to avoid serious financial mistakes by understanding the purchasing power of money after taking inflation into...
10/30/2021

Learn how to avoid serious financial mistakes by understanding the purchasing power of money after taking inflation into account, in this article.

People often focus on the actual amount of money they earn or spend, rather than its purchasing power.

Need a new place to hang your broom? Whatever your ghouls—I mean goals—I can help you with a strategy to make them come ...
10/29/2021

Need a new place to hang your broom? Whatever your ghouls—I mean goals—I can help you with a strategy to make them come alive.

Can you get a mortgage with student loans? Learn some budgeting steps you can take to get a mortgage despite having student debt.

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Milwaukee, WI

Telephone

+14143799798

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