Saul Chevelon, Agent with New York Life

07/07/2023

"Finding a good nursing home for yourself or a loved one may take time and effort, but it is well worth it. This article gives you important facts about nursing homes today and tips on how to search for a high-quality facility.

https://bit.ly/3PGLgql

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 "

Chronically understaffed and expensive, nursing homes have changed over the years, much of it for the worse. But they fill a need for many. How do you find a good one?

06/26/2023

The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas and tips for teaching your kids about money and how inflation has such a big impact.
https://nyl.co/3NyfF7I
Aside from teaching your kids, if you have questions yourself about finances or investing when inflation is so widespread, please feel free to contact me.

06/12/2023

There are many older adults facing a retirement with no or insufficient income sources. There are still several ways to stash some cash for those golden years. This article contains seven strategies that can help you in both the short and long term.
https://money.usnews.com/money/retirement/articles/the-best-ways-to-boost-retirement-savings-after-age-50 If you have questions about reaching your retirement goals, please feel free to contact me.

05/18/2023

Leaving a steady paycheck behind can be a scary thing. However, working with a financial professional is the best way to figure out how much monthly income you’ll actually need in retirement. See how much other retirees make and spend in this inciteful article. https://money.usnews.com/money/retirement/articles/what-is-a-good-monthly-retirement-income If you have additional questions about reaching your retirement goals, please feel free to contact me.

05/11/2023

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health check. This great article from New York Life includes five things you can do to help minimize your taxes for the future. If you have any additional questions about your taxes or personal finances today, please contact me.

Plan your tax strategy with five top tax season financial planning considerations from refunds to cashflow and investment-related deductions.

04/26/2023

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

https://yhoo.it/41CSa39

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

02/08/2023

Four ways Gen Zers can ramp up their retirement savings and set themselves up to thrive in their later years with a little planning now.

Here are expert tips to help you reach retirement goals.

02/06/2023

New retirement legislation pushes the age that retirees must start taking RMDs from IRAs, 401(k)s, and 403(b) plans to 73 this year, up from 72. Here’s how this may affect your retirement savings.

The age that retirees must start taking required minimum distributions, or RMDs, from IRAs, 401(k)s, and 403(b) plans, is 73 this year.

02/04/2023

Life insurance is more affordable when you’re young and healthy. Take advantage of this fact and get coverage now.

Trying to decide if you should get life insurance in your 20s may be one of the more important financial decisions you make. Let New York Life help.

02/03/2023

Did you know not 1, not 2, but 9 U.S. presidents have been New York Life policy owners? Click here to learn who they were, and when you're ready to make a decision that shows real leadership, reach out and let's talk.

These presidents were insured by New York Life

02/02/2023

New legislation allows unused money from 529 college savings plans to be redirected to a tax-free IRA account.

Owners of 529 college savings plans got a potentially lucrative boost from the $1.7 trillion omnibus spending bill that passed in late December, thanks to a measure that allows unused money in the...

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.