Carrie McIntosh, Agent with New York Life

11/07/2024

From your savings account to your investment portfolio, discover 5 ways interest rates can impact your finances.
https://bit.ly/40AXg1U

11/05/2024

The 30% rule is a popular piece of personal finance advice, guiding Americans on how much of their monthly income should be allocated to housing costs. But these days, not everyone follows that advice.

“The more money people spend on housing, the less they have for essential bills."

11/02/2024

The majority of adults report groceries and dining out being the largest cost increase in the recent year.

New York Life’s latest Wealth Watch survey finds that inflation and credit card debt continue to present challenges for everyday Americans, despite some progress.

10/28/2024

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.

10/24/2024

More than half of Americans feel behind on their retirement savings. Here's how to save more.

A new Bankrate survey shows that 57% of Americans feel behind on their retirement savings. Here's how to save more.

10/18/2024

One of the biggest ways to make a difference is by securing your family's financial future. Reach out, and let's make a difference today.

10/18/2024

Many experts recommend paying yourself first, before other bills and expenses. Here’s what you should know.

01/05/2023

Retirement can have a funny way of sneaking up on you. If you’re on the verge of retiring but still haven’t created a financial strategy, don't worry. You’re not alone. With these tips and my help you'll be better prepared.

New York Life helps you learn how to start planning for retirement late with these steps and considerations so you aren't playing catch up later.

12/26/2022

The IRS released inflation adjusted marginal rates and brackets for 2023, and as a result many workers will see higher take-home pay in the new year. Here are the marginal rates for tax year 2023, depending on your tax status.

Some of the changes are significant, and Americans might see higher take-home pay as a result.

12/20/2022

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes the unpredictable…predictable.
https://www.eaglestrategies.com/public_files/Planning_Essentials_Importance_of_an_Emergency_Fund_Eagle.pdf

12/14/2022

Have you applied for student loan forgiveness yet? If not, here’s how you can prepare for the process and check your eligibility.

The Biden administration's federal student loan forgiveness program, unveiled to great fanfare in August, has run into some bumps getting up and running -- including multiple lawsuits that aim to...

12/10/2022

With the cost of tuition rising annually, you’ll want to maximize your college savings and take advantage of every available option. Here are the pros and cons of using a 529 savings plan or a Roth IRA to pay for college.

Here are the pros and cons of using a 529 or a Roth IRA to pay for college.