Bentley Financial Services

11/01/2021

Whether long hikes, pumpkin spice, or campfires are on you fall schedule, having a financial strategy for the future should always be in season. Read this article and let's talk.

Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

08/19/2021

This article can help you decide what to do about monthly Child Tax Credit payments.

Everyone loves receiving large sums of money from Uncle Sam. But people who take advance child tax payments may take a hit on next year's tax refund.

08/19/2021

Investors: If you're looking for help preparing mentally for what might happen, this is for you.

Many market strategists are predicting a shaky next few months of market action. Here's how to mentally steel yourself.

07/19/2021

This article takes a deeper dive beneath the surface of the market and explores potential trouble spots.

The S&P 500 hasn’t had a 5% correction based on closing prices since October, but there is turmoil in the depths of the market.

07/19/2021

Now that you've planned the family cookouts, morning walks, and evenings around the campfire, you should use the time to catch up about life, goals, and the future. Not sure where to start? These questions can help.

It's important to discuss key financial matters with your loved ones as soon as possible so everyone's informed about the key issues.

07/08/2021

At New York Life, we know that deciding which life insurance is right for your family can be complicated. That is why you will have a trusted guide you can turn to every step of the way.

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

06/01/2021

If you missed the tax deadline, read this to learn what to do next.

If you owe Uncle Sam money, filing your tax return late (or forgetting altogether) can cost you dearly.

06/01/2021

For many grandparents, there's no greater joy than making their grandchildren smile. While a toy can brighten the moment, the gift of education in their future can make them smile for the rest of their lives.

Give the gift of education by starting college funds for your grandchildren with help from New York Life. Secure their future with life insurance or a 529 plan.

05/17/2021

Now is the perfect time to reflect on both your physical and financial wellness. Need some training tips? Here are some moves you can make to help your routine well into retirement.

Women and Finance: Protecting what really matters. Create a better tomorrow for yourself and your family.

05/17/2021

Don’t forget to register! On June 2nd at 12pm (ET) // 9am (PT) learn how the can support our community by providing grants to families of eligible healthcare workers, volunteers, and support staff who lost their lives fighting . https://nylife.zoom.us/webinar/register/WN_aTuny0JJQ1CUHQqq_mbEAg

02/25/2021

What you need to know about tax brackets.

For both 2020 and 2021, you can end up in one of seven different federal income tax brackets – each with its own marginal tax rate – depending on your taxable income.

02/25/2021

New York Life has been recognized by J.D. Power as #1 in Customer Satisfaction among Individual Annuity Providers.