Barbara Bank, Licensed Agent with New York Life Insurance Company

08/24/2021

Whether you're an official senior, or just looking ahead, setting retirement goals is always a good idea. Give me a call when you're ready to get started.

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

08/23/2021

Spread the word about the to help us reach the families of healthcare workers who lost their lives to . https://www.braveofheartfund.com/?cmpid=smca_Bd_BOH_na_1680789_na_na_na_clpr_na_gen_ip_na_br

08/23/2021

With tailored solutions, made just for you, you can rest assured knowing that your protection has your interests in mind. Contact me to set up a meeting.

08/21/2021

Let's turn this day into a gift-giving opportunity. I'll start with the gift of helping you manage your retirement goals. Once you've had a chance to read these tips, give me a call, and we'll get to work.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

08/19/2021

After working from home, going back to the office might feel overwhelming. And not just because you've forgotten how to get to your desk. But remember, we're all in the same boat, and we'll get through it together.

Steps to consider as you prepare for your new work environment after COVID-19.

08/17/2021

Virtual meetings aren't going anywhere. Here are a few tips to make them even better.

With a little extra care and preparation, you can make your virtual team meetings a resounding success.

08/16/2021

New York Life claimed the top spot in the Insurance: Life and Health category in the 2021 World’s Most Admired Companies ranking from .

In the recently released 2021 World’s Most Admired Companies ranking from Fortune, New York Life claimed the top position in the Insurance

08/13/2021

It's no surprise that exercise is good for your body. But did you know it can also be good for your finances?

Adults who increase their physical activity pay hundreds less per year for health care, a new study shows.

08/12/2021

There are so many great reasons to help your children begin their fundraising and giving habits. Read this article for tips on how to start.

There's a correlation between learning to give money away and a child's personal well-being, recent research suggests.

08/12/2021

Home and hearth

You've made your home your own. Life insurance can provide the mortgage protection you need to keep it that way. https://www.newyorklife.com/prepare-for-life/buying-a-home?cmpid=smca_PR_mlc_na_1388419_na_na_na_CLPR_na_fm_sc_mpc_pm

08/12/2021

This article can help you decide what to do about monthly Child Tax Credit payments.

Everyone loves receiving large sums of money from Uncle Sam. But people who take advance child tax payments may take a hit on next year's tax refund.