Shelly Guillermo, Licensed Agent with New York Life

07/23/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health.

07/18/2024

Single parents deserve all the respect—and help—they can get. While there’s no checklist for what to do when you become a single parent, I can help you with the financial solutions you need to give them the life they deserve.

Read New York Life's complete guide to financial planning and life insurance tips for single parents for helpful tips.

07/11/2024

Social Security benefits are a vital part of your retirement income. Know your options.
https://bit.ly/462T8Za

07/09/2024

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in this article, diving deep into the nuanced world of transfer taxes, estate taxes, and effective strategies to protect your assets. Using IDITs can not only reduce your taxes but also can ensure your wealth is secured for future generations. It's never too late to start planning your estate, but remember, professional consultation is key to tailor the best strategies for you. Read this article from Jeff Chadwick at Winstead, PC, to learn more!
https://bit.ly/3zvwgFA

07/04/2024

Balancing your work life with your personal life can be a challenge. How are you managing to do it?

07/02/2024

Supporting aging parents and raising your own family can stretch your resources thin. It's okay to seek help. As a financial professional, I can provide you with strategies that help ease your financial burden, while ensuring both your family's current needs and future security are met. Reach out and let's start on a strategy today.

06/27/2024

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

06/25/2024

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers facing a particularly challenging situation due to increasing debt levels. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

06/20/2024

Have you considered the impact that caring for aging parents has on your financial strategy? Tell us your thoughts.

06/18/2024

The summer season is filled with tough decisions—where to vacation, which swimsuit to buy, how to get the kids to play outside. However, if you have loved ones who depend on you, knowing which life insurance to get doesn't have to be one of them. Reach out, and I can provide you with the best options based on your family's needs and budget.

06/06/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health this .

06/04/2024

Most Americans (58%) plan on retiring after age 60.* What’s the first thing you plan to do when you retire?

* https://bit.ly/3X6FQZm