Marvin Rosado, Licensed Agent with New York Life

05/22/2023

Don’t ever look down because the past already happened focus on today so the future can be altered

04/19/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

04/07/2023

Every 401(k) operates differently, and some plans have drawbacks that you need to plan around in retirement. Here are 10 things you should know about your employer-sponsored retirement plan.

When it comes to 401(k) plans, it's your money. But your boss and the government make the rules.

11/24/2022

Inflation is bringing some great news for retirement savers who are looking to maximize their contributions to their accounts. Here’s how you’ll be able to shelter more of your income from taxes in 2023.

The IRS has good news for retirement savers. Contributions limits to popular retirement plans are increasing in 2023. I'm excited about the potential tax savings.

10/21/2022

This article explores how expanding and protecting Social Security could be one of the most important ways to address retirement insecurity in the U.S.

Retirement policies are totally inadequate to the needs of retirees and workers coming upon retirement.

10/21/2022

Life is full of unexpected moments and expenses, which can lead to people cutting back on saving for retirement. Here are some circumstances where you may need to step away from saving for retirement and prioritize other financial matters.

When it comes to good financial habits, the general rule is everyone should be able to put a certain percentage of their earnings into a retirement fund and continuously keep contributing to said...

10/21/2022

The financial reality of helping your adult children can create challenges for your financial future. Here are some strategies to ease the burdens on you both.

Of course you want to assist your kids, but reaching into your own financial future could harm prospects for you both. What can you do?

10/19/2022

Whether you’re an investor or someone looking to save for retirement, it’s important to know how the Student Loan Forgiveness Plan and Inflation Reduction Act could affect the economy and your finances. Here’s how.

Whether you’re an investor or just someone looking to save for retirement, it is crucial to stay up to date on government policies that could affect your bottom line.

10/19/2022

As Latino-owned businesses continue to rise, now is the perfect time to do more to protect your business, family, and employees. Give me a call and let's talk about your options to help take your business further.

10/19/2022

You’d go to great lengths to protect the ones you love. Thankfully, you won’t have to go far to get life-long insurance protection. Let’s talk about all the ways New York Life can help you build and protect your family’s financial future.

10/19/2022

If you are part of the 54% uninsured Latinos who need an agent, I am here for you. I help people protect what matters most to them every day. Give me a call today and let me help you, too.