Baldish Eva Makkar

09/21/2026

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one may be right for you.

If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs irrevocable. But only one is right for you.

09/21/2026

More families are recognizing the value of having a written financial strategy. A clear plan can help align goals, priorities, and income needs while providing direction through life's changes and market uncertainty.

If you'd like to review your current strategy or discuss creating one, let’s schedule some time to talk.

09/21/2026

Need life insurance that fits your monthly budget? In many cases, you can get a dependable term policy for less than the cost of a gym membership. Contact me today and let’s work it out together.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

09/21/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

09/07/2026

This Labor Day, let’s take time to appreciate how the work we do every day builds a stronger community.

08/10/2026

No one can predict exactly what long-term care needs may look like later in life. This article examines how the likelihood, duration, and level of an extended care need can vary, and what those differences may mean for individuals and their families.
https://bit.ly/4qaSD9G

08/10/2026

If your estate includes significant illiquid assets, it’s time to consider whether your planning strategies offer the liquidity your heirs will need. Watch this video to see how proper planning with life insurance can address estate liquidity challenges, and let’s connect to explore how life insurance funding can help preserve your estate’s value and protect your legacy.

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08/10/2026

Do you know that you can get $250k in term life insurance coverage for as little as $8 a month? What’s more, you can get it from New York Life—one of the most respected names in the industry. Don’t put it off any longer. Contact me today.

Discover how term life insurance from New York Life can protect you. Learn about converting term life to permanent coverage such as whole life insurance.

08/10/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

07/04/2026

Wishing you an Independence Day full of celebration and tradition. Happy 4th of July!