Jeremiah Clark, Agent with New York Life

Jeremiah Clark, Agent with New York Life Agent licensed to sell insurance through New York Life Insurance Company. I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life

Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.
8000 IH10 Ste #800
San Antonio, TX 78230

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this articl...
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.

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this ti...
01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

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.

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.
01/16/2023

Here are a few questions you need to start asking yourself to help make sure you save enough money for retirement.

Start saving by asking questions.

Here are four ways you can take advantage of a down market and improve your financial situation.
01/13/2023

Here are four ways you can take advantage of a down market and improve your financial situation.

With markets down for the year, it may seem that all the news is bad. But now could be a good time to make some profitable moves.

These eight types of business loans can give your company long-term and short-term ways to meet your business’ specific ...
01/11/2023

These eight types of business loans can give your company long-term and short-term ways to meet your business’ specific needs.

The types of small business loans available to your business depend on how much you need and how much you can afford to borrow.

When you think about your company’s financial sustainability, your bottom line is only part of that picture. Here are fi...
01/09/2023

When you think about your company’s financial sustainability, your bottom line is only part of that picture. Here are five other areas you need to consider.

The last few years have been rocky for the economy and businesses, to say the least. The unprecedented effects of the COVID-19 pandemic, shifts in work, rising inflation, a looming...

Student loan debt and the housing crisis make it harder for Millennials to save for retirement, but here are ways you ca...
01/09/2023

Student loan debt and the housing crisis make it harder for Millennials to save for retirement, but here are ways you can navigate those obstacles to ensure you have an adequate nest egg.

Wages had been stagnating for 30 years since the early 1970s by the time the oldest millennials started trickling into the workforce at the turn of the 21st century. Since the late 1970s, productivity...

A little work now can make the 2023 tax season one of the easiest yet.
12/21/2022

A little work now can make the 2023 tax season one of the easiest yet.

A few last-minute moves — like tax-loss harvesting and boosting contributions to your retirement plan — could make a big difference come April.

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.
12/14/2022

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:
11/30/2022

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:

New York Life guides you through buying a home during higher mortgage rates and inflation.

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $1...
11/29/2022

The IRS announced new inflation limits for 2023 that will allow the lifetime estate and gift tax exemption to jump to $12.92 million in 2023, increasing the amount of wealth you can transfer tax-free to your heirs.

Inflation means that well-off folks will be able to transfer much more to their heirs tax free during life—or at death.

When starting a small business, you need capital to help fuel and build your company. Consider these five types of loans...
11/24/2022

When starting a small business, you need capital to help fuel and build your company. Consider these five types of loans to help grow your business.

While a lot of things are important when you are first venturing out to start this new business, one of the key components to keeping a small business afloat is money.

Address

8000 I10 Ste 800
San Antonio, TX
78230

Telephone

+12105316058

Website

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