Kim Leblanc licensed agent with New York Life

05/08/2024

There are a lot of important reasons to save money, everything from emergencies and education to vacations and retirement. But are we saving what we should? Take a look at this interesting article to find out how much the various generations are actually saving. It may surprise you.
If you would like to talk about your savings plan or personal finances, please reach out.
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04/22/2024

One reason why many people get overwhelmed with money management is they have too many accounts. It can quickly get messy and confusing. Here are some easy steps to get your finances streamlined and more manageable.
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If you have any questions about managing personal finances, I’ll be happy to help.
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04/08/2024

This years’ tax deadline is fast approaching! Feeling the pressure? Don't sweat it, you're not the only one. Many people are hustling to get everything sorted out in time. This year, New York Life has put together a handy guide with tips to help ease the deadline frenzy.
If you have any questions about your taxes or personal finances, please reach out. For tax advice please consult your tax professional.

03/29/2024

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

03/26/2024

Sudden, unexpected expenses can happen at any time. Finding ways to both prepare for and endure those difficulties is called financial resilience, and it should be part of your personal financial strategy.
In the meantime, if you have any questions about making your personal finances more resilient, please feel free to reach out. I’ll be happy to help!
This article is a great place to start:

See results from New York Life's Wealth Watch survey 2024 outlook.

03/21/2024

Life insurance cash value is the portion of your policy that accumulates over time and may be available for you to withdraw or borrow against.

03/18/2024

The time is now to act on your love

The time is now to build a lasting legacy for your family. As a New York Life agent, I prioritize safeguarding what you've worked hard for—whether through life insurance, retirement strategy, or estate protection.
The time is now to act on your love. Let's work together to achieve your financial goals.
Get in touch with me today and we can get started on securing a better future for your loved ones.

03/18/2024

You'd think securing your financial future would take a lot of time, when in fact, a short phone call is all you need to get the ball rolling. From providing income in retirement to helping you pay for college, learn about the benefits of life insurance and reach out when you have a minute. I'm here to help.

Learn from New York Life about the proven protection and financial benefits that life insurance has to offer. Browse our resources and protect what's important!

03/18/2024

Your taxes in retirement might not be lower, and you could be facing a looming tax bill because of RMDs. Consider preparing now with Roth conversions.

03/18/2024

To all those getting close to retirement. Let’s set an appointment so I can set you up with a plan to make sure you live the rest of your life with guaranteed income. Looking forward to seeing you .