Alan Donald, Licensed Agent with New York Life Insurance Company

06/30/2022

Increasing inflation is never a good thing. But depending on where you’re at in your life, you may feel differently about how it’s impacting you. To give you a better insight into how Americans are dealing with inflation, review the results from the most recent Wealth Watch Survey. And if you have questions about how inflation will impact your future, reach out to me.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

06/21/2022

Not all of us are thinking about our finances right after we get married. But the sooner you answer your financial questions, the sooner you’ll be prepared for a future together. On that note, I recommend reading this piece about merging your financial accounts after marriage.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

06/13/2022

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

05/31/2022

There’s no doubt about it now. Inflation is here, and it’s affecting a lot of decisions we make, including preparing for retirement. On that point, I’d like to direct you to an interesting article from Forbes that speaks to inflation and retirement planning. If you have questions about your future, you can always reach out to me.
https://hearsay.social/3GDnVPU

05/17/2022

Many of us never think a disability will impact our lives. Statistics tell another story. For the month of May, we celebrate Disability Insurance Awareness Month by giving you the tools to protect your future. Learn more about your disability insurance options today.

What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

04/27/2022

Did you know there are ways to earn tax-free income during retirement? It’s all part of a tax diversification strategy outlined in this brief video. If you have questions about retirement or tax diversification, I can help.
https://bcove.video/3hNaWOd?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA1MzQsICJncm91cF9pZCI6IDc3MDYzNSwgImFzc2V0X2lkIjogMTc5NTYwOCwgImdyb3VwX2NvbnRlbnRfaWQiOiA5Njg0ODgwNSwgImdyb3VwX25ldHdvcmtfY29udGVudF9pZCI6IDE1NDI3ODI3NH0%3D

04/17/2022

Worried you may not have enough saved for retirement? That's what I'm here for. Reach out and I can help you identify insurance solutions, investments, and strategies to make your savings last.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

04/16/2022

Did you know a beneficiary can be a non-family member, a trust, a charity, or an estate? This , learn more about choosing a life insurance beneficiary and reach out if you need any help.

Learn more about the importance of a designated beneficiary on your whole life insurance policy and why working with a New York Life agent may benefit you.

04/16/2022

When it comes to retirement, more income means less worry. Learn how New York Life's deferred income annuities can help.

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!

04/15/2022

Even the best-laid plans for retirement can go awry without a tax strategy. From types of retirement vehicles to the timing of withdrawals, with the right strategy in place I can help you keep more of what you've earned. Let's talk.

Plan for your retirement by investing in tax advantaged accounts and by using efficient withdrawal strategies to prepare for your retirement.