Jeffrey S. Williams MBA, Agent with New York Life

10/30/2023

Only 57% of people in their midlife years believe they'll be able to retire. If you’re one of those people, here’s some good news. There are several ways to catch up on your retirement savings. Read this informative article to find out more.

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If you have any questions about making plans for your retirement, please feel free to reach out.

10/16/2023

Household debt, primarily driven by credit card debt, is on the rise in the U.S. Managing this debt may seem tough, but it's achievable. Check out these 7 tips to help you pay off debt and save at the same time.

If you need help with debt control or developing a strategy for a more secure financial future, reach out to me. I’m here to help.

It can be challenging to pay off debt and save at the same time, but it is possible using these tips.

09/26/2023

In July, nursing home and adult care costs surged by 2.4%, the highest monthly increase since 19971, driven by inflation. Planning for long-term care is crucial because 70% of adults who reach 65 need long-term support before passing away2. To learn more about the costs and the future of nursing home care, check out this article.

https://bit.ly/3Ly0pHp

If you have any questions about making plans for long-term care or retirement, please feel free to reach out.

1 Bureau of Labor Statistics
2 Study by The Urban Institute.

09/13/2023

Are there potentially unclaimed retirement funds waiting for you? Around 25% of 401(k) plans are abandoned or forgotten, per recent estimates1. Curious about unclaimed benefits for you? Read this guide to know for sure:

https://bit.ly/3Pfcm5V

If you have any questions about your financial goals for retirement, please don't hesitate to get in touch.

1. Capitalize. The True Cost of Forgotten 401(k) Accounts (2023). Accessed Jul 31, 2023.

08/28/2023

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years. While this may seem promising, it's essential to recognize that this legacy money may not go as far as you think. There are economic realities that may get in the way.

If you have questions about creating a financial strategy, please feel free to contact me.

*https://nyl.co/3KXod7v

08/17/2023

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates continue to rise

If you have any questions about how to develop a solid financial strategy, please reach out to me!

Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.

08/04/2023

Happy ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a difference.

07/21/2023

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help retirees feel happier and more confident in their investments. Read this article to find out how retirees' lives are impacted for the better by owning an annuity.

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

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

07/17/2023

What is an important lesson you learned from a mistake?

07/16/2023

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. Find helpful tips for navigating a new and unfamiliar landscape as a single parent.

07/15/2023

Life insurance, college savings, retirement – these things are personal. As your agent, I will personally guide you through all of them. Whenever youʼre ready, Iʼm here for you.

07/14/2023

If you’re a woman who makes the same or more than her partner, it’s just as important for you to protect your income too. Life insurance can secure the income your family depends on and improve your own financial stability. Not sure how much you need; let’s talk! https://nyl.co/3pMWpv4