Julio Lugo, Agent with New York Life

03/26/2025

What have you done in the past that has paved the way for your success today?

11/29/2024

Let's celebrate and support the small businesses that make our community special. Shop local

11/26/2024

At New York Life, we know that small businesses are the heart and soul of our communities. This and every day, we're committed to helping local businesses thrive. Reach out to learn how I work with small businesses like yours.

11/05/2024

As caregiving becomes increasingly important in your own life, it’s vital to include it in your financial strategy. As a financial professional with New York Life, I can help you create a strategy. For more information or to schedule a call, please reach out.

11/05/2024

With the demand on caregiving exceeding the resources, caregiving often brings unexpected costs. I can help you develop a strategy to reduce financial strain. Please reach out anytime for more information or to schedule a call.

11/05/2024

Planning for caregiving costs is essential. As demand grows, integrating caregiving into your financial strategy is crucial. I can help create a strategy that fits your family’s needs. For more information or to schedule a call, please get in touch.

10/24/2024

More than half of Americans feel behind on their retirement savings. Here's how to save more.

A new Bankrate survey shows that 57% of Americans feel behind on their retirement savings. Here's how to save more.

10/23/2024

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

10/22/2024

All three major indexes moved higher in late trading following Powell's comments about the strength of the US economy.

"Overall, the economy is in solid shape," Powell said in his prepared remarks on Monday. "We intend to use our tools to keep it there."

10/22/2024

If you want to learn the keys to success, champion athletes offer ideal lessons.

10/07/2024

Creating a solid financial strategy can be your first step toward achieving long-term financial security. This , reach out and let's work together to map out your goals and secure your future.

10/07/2024

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/3ZqJIW6