Anthony D'Onofrio, Agent with New York Life

02/20/2025

Here’s how to check the status of your tax refund.

Have you already submitted your tax return to the IRS? Here's how to find out when you should receive your refund money.

12/13/2024

It’s easy to confuse tax credits and deductions. Here’s what you need to know about the key differences.

Your guide to tax deductions and credits, how the IRS treats them differently, and how they impact your tax bill.

12/11/2024

From wrapping presents to getting the kids dressed and ready, there's always prep work in providing the perfect holiday for your loved ones. Wouldn't it be great to have someone who can help? While you may be on your own for the small stuff, when it comes to building your family's financial security, I'm more than happy to lend a hand. Learn more about what I can do for you this holiday season and reach out when you have a moment to spare.

12/09/2024

Maximizing wealth transfers for the 99%
Learn how you can utilize the federal gift and estate tax exemption to maximize your wealth transfer strategies in this article from Winstead PC attorney Jeff Chadwick, who shares simple, effective methods to protect your assets and minimize taxes. Call me to discuss these flexible gifting approaches that can ensure your legacy is protected for generations to come.
https://bit.ly/3ZI9aX3

11/21/2024

At New York Life, we know that small businesses are the heart and soul of our communities. This and every day, we're committed to helping local businesses thrive. Reach out to learn how I work with small businesses like yours.

11/19/2024

In this week's , the Global Market Strategy team at New York Life Investments covers two main drivers of dollar strength – America-first policies and economic outperformance – and what investors should watch going forward. Click here to read: https://bit.ly/3OfJdri

11/15/2024

Guide to understanding home equity.

Equity is the portion of the home that you own. Knowing how to calculate home equity can help you decide how and when to access it.

11/13/2024

Fall is a great reminder that everything changes, and like most things in life, the key to success is remaining flexible. That's why our term policies offer unique features that can help if you become disabled, terminally ill, or wish to convert to a permanent life policy. Reach out to discuss this flexible protection one-on-one.

Term life insurance is a life benefit that guarantees the policy holders beneficiary is paid if their death occurs during a set time period.

11/11/2024

The cost of a nursing home or an at-home health aide can vary greatly depending on where you live and the services you need, but there's one thing they all have in common—they aren't cheap. Don't wait until an emergency puts you and your loved ones in a difficult situation. Learn how long-term care insurance can provide you with the financial coverage to choose the type of care you want.

11/08/2024

With the demand on caregiving exceeding the resources, caregiving often brings unexpected costs. I can help you develop a strategy to reduce financial strain. Please reach out anytime for more information or to schedule a call.

11/06/2024

Lower mortgage rates will breathe some life into the market but stretched affordability and low inventories will continue to hold back activity.

11/04/2024

The Fed cut its policy rate in September – but market determined interest rates are back on the rise. Are expected election outcomes to blame? The Global Market Strategy team at New York Life Investments shares insights on what could be causing the upward trend. For the team’s best ideas amid rising rates, visit: https://bit.ly/40tWTX7