Rabia Sample, Licensed Agent With New York Life

04/18/2024

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more.
https://nyl.co/3vTXGUn

04/12/2024

Life insurance is about more than just protection—it’s about exploring life’s possibilities with confidence, knowing you and your loved ones are taken care of. From saving for college to preparing for retirement (and everything in between), reach out to learn why having someone in your corner who understands your needs can make all the difference.

You’ve come a long way; we’d like to help you go even further. New York Life is tailoring solutions to meet the needs of the LGBTQ+ community.

02/15/2024

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

01/11/2024

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans report fiscal optimism and plans to save cash in 2024.

12/28/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

12/11/2023

Changing careers? Here are three steps to help you navigate the transition and find your next gig.

For some, the prospect of doing the same job in the same career for 20 more years is hive-inducing.

12/11/2023

These 10 financial habits can hurt your retirement savings and cause you to fall short of your retirement goals.

Today’s financial climate is making retirement planning more crucial than ever. As talk of inflation, rising interest rates, and a possible recession hit the news, would-be retirees or retirement planners...

12/11/2023

J.P. Morgan’s David Li shares the importance of financial education and why it’s important to teach children the concepts of delayed gratification, saving, and being thoughtful about sharing with loved ones.

Saving money was a lesson J.P. Morgan’s David Li learned from his parents while growing up in Cambridge, Mass. "I came from very humble beginnings," said Li who immigr...

12/04/2023

Wishing you warm memories of past holidays, the joy found in the magic of the present moment, and the promise of the coming new year.

11/30/2023

As this year comes to a close, it’s time to think about your financial goals for the next one. Review these 11 year-end planning tasks to get started.
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Preparing_for_a_New_Year_-_Eagle.pdf

11/30/2023

As the year-end approaches, this is the perfect time to reflect on your financial objectives and align them with your current and future financial commitments. Take a look at these year-end tax strategy tips which can help reap the benefits of optimizing your financial outlook.

It's never too late to start planning, and with the right approach and resources, you can make the most of your financial capabilities to secure your present and future.