Jacqueline Lau, Licensed New York Life Agent

10/26/2022

Whether you're planning a career move, helping a parent transition to retirement, or have questions about your own finances, its good to have someone to talk to. I'm here whenever you're ready.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

10/22/2022

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

If you’re thinking about how you’re going to pay for college, use our list of long- and short-term strategies to help you secure the funds for a college education.

10/19/2022

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

10/16/2022

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

10/14/2022

Does the thought of inflation bring an extra cold chill to the autumn air? These helpful articles may be able to put your mind at ease better than a hot cup of cider.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

02/25/2022

Everyone has built a financial strategy that they believe will help them achieve their financial goals. Changes to their circumstances, either personal or financial, may require a need to reevaluate those strategies.
Join us for this free informational session that can help you put it all in perspective.
Date: Thursday, March 3, 2022
Time: 4:00 p.m. Eastern
https://nylife.zoom.us/webinar/register/WN_Iq8KVrfPTDW6xaBT48rIvw
Registration code:
Registration link:
https://nylife.zoom.us/webinar/register/WN_Iq8KVrfPTDW6xaBT48rIvw
Registration code: 0128725
This seminar and insurance sales presentation is for informational purposes only. Neither New York Life nor its affiliates or their professionals provide, tax, legal, or accounting advice. Please consult your own professionals for advice specific to your circumstances.
Attendees are not required to purchase any products or services.

01/12/2022

Everyone has a unique perspective. How do you open yourself up to new ideas?

01/08/2022

The IRS usually has three years to audit you. But there are many exceptions that give them six years or longer. Here’s what you need to know if you’re audited by the IRS.

It pays to know how many years are at risk, and there are steps you can take to hedge. The IRS usually has three years to audit you, but there are many exceptions that give the IRS six years or longer. The three years is doubled to six if you omitted more than 25% of your income.

01/07/2022

Despite the dramatic rise in working from home during the pandemic, many employees and self-employed people report being more stressed than ever. This article shares tips on how you can take control of your work/life balance in 2022.

What employees and entrepreneurs can do to get more life in their lives

01/04/2022

Life has changed for many seniors over the past year. The result is uncertainty and fear about Boomer’s financial futures. This article shares how to face your fears, avert financial doom and design the life you want.

Yes, the pandemic has brought many changes to our lives and our finances, and some of them have been particularly scary for older Americans. Here’s how to face your fears and move forward.

11/11/2021

We are thrilled to announce renowned IRA expert Ed Slott, CPA is joining us once again to host the Power of Knowing seminar on November 17, 2021 at 1 PM ET. Hear Ed share knowledgeable, professional advice on the five best strategies to consider to combat potentially new and higher tax rates in 2022. Please watch this brief video to learn more about Ed’s seminar:
https://players.brightcove.net/1672918732001/default_default/index.html?videoId=6277120609001
Register today: https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0128725

08/07/2021

Figure out if you may be counting too much on Social Security for your retirement.

As humans, we tend to be overoptimistic on everything from our driving ability to investment prowess.