Martin Osborn, Licensed Agent with New York Life

01/14/2019

Estate planning for larger estates (typically above $10 million for a married couple) generally includes various key components. Read this article featuring CPA Robert Keebler to learn more: thenautilusgroup.com/nautilusnavigator/keeblerestateplanningforlargeestate.pdf.

01/14/2019

“I cannot count the number of times parents have asked me if now is the right time to tell their children about their expected inheritance ...” Learn more about what attorney, Patricia Annino believes to be the right time to have this conversation. http://bit.ly/2Vs8SQP

01/14/2019

We just lowered the rates on our most popular whole life policy. If you ever wanted lifetime coverage, now’s the time to talk.

Our one-of-a-kind custom whole life policy is unique to New York Life. It’s a permanent policy with a payment plan tailored to your needs.

01/11/2019

Attorney Patricia Annino explains crucial teaching methods that will prevent your children from growing up entitled as well as the importance of feeling connected to a much bigger community. To learn more about her strategies, read this article featuring attorney Patricia Annino. http://bit.ly/2LrBbdR

01/11/2019

How can business owners build and maintain the cash they need to operate in a tax-efficient manner?

This is "Building Cash" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

01/10/2019

See how this man managed his debt by listing out all his monthly expenses.

This 32-year-old’s budgeting struggles are, perhaps, indicative of many people of his generation.

01/10/2019

From MarketWatch: Learn about this married couple’s personal finances.

A husband and wife team run a service to help people in their 30s and 40s with their finances.

01/09/2019

New Year, new investment objectives? Empower your portfolio to evolve with your life.

Mutual funds can help diversify your investments, without the need to handpick stocks and bonds yourself.

01/08/2019

Here’s how much parents borrow to pay for their kids’ education.

The average amount borrowed per year jumped from $5,200 in 1990 to $16,400, a new study found.

01/08/2019

From MarketWatch, here are some of the many reasons for getting a prenup.

They’re not only about protecting money or an inheritance.