Jenifer Yi, Financial Advisor with Eagle Strategies LLC

05/01/2024

Tax-free transfers from IRAs to CRTs and CGAs
IRA owners who want to support a specific charity but also like the idea of receiving a lifetime stream of steady payments can now do both, thanks to a new law described in this article from Professor Chris Hoyt. Learn how donors can retain income from donated funds while ensuring future support for their chosen causes and take full advantage of this evolving landscape of charitable giving options.
https://bit.ly/4aVPxhf

04/30/2024

Concerned about falling short on your goals in retirement? Learn about strategies you can employ now to help avoid a "retirement gap."

04/29/2024

Sticky inflation is creating a challenging situation for the Fed. With the market pricing out near-term Fed cuts, our Global Market Strategy team shares their views on when the Fed could begin its rate cutting cycle.
https://bit.ly/4aUhwy1

04/28/2024

This week on the Market Matters podcast, the Global Market Strategy team at New York Life Investments launches their new economic outlook series: Macro Pulse. Tune in for their updated views on the global macro cycle themes impacting asset allocation.
https://bit.ly/3JGKp4N

04/27/2024

By incorporating life insurance into your strategy, you can protect your loved ones while still being able to plan for the future.

When dealing with your own financial future, risk has real-world consequences. Learn how life insurance can help defend against financial risks.

04/26/2024

As a parent, you spend years making sure theyʼre prepared for college. Weʼll help you prepare to afford it.

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

04/25/2024

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more.
https://nyl.co/3UhONfu

04/03/2024

Help your employees prepare for whatever the future may bring. With Group Term Life insurance, your employees and their families receive valuable protection from undue financial hardship.

Learn more about group term life insurance options. New York Life provides a variety of employee benefits for businesses.

03/27/2024

What would happen if one of your employees couldn’t work for a period of time due to an injury or illness? Could they afford to take the time off? Disability insurance protects their income so they can focus on recovery.

How long could your workers go without a paycheck? Disability Insurance from New York Life can protect your workforce and your business.

03/20/2024

The demand for voluntary benefits in the workplace has been increasing, as employees expect more from their employers. Wondering how you can stay competitive? Click below to learn about Employee’s Whole Life Insurance.

Thinking about purchasing a life insurance policy through your employer? Learn how employee’s whole life from New York Life can protect you and your family.

03/13/2024

What’s the key to cultivating a strong workforce? Investing in it. New York Life Business Solutions offers a variety of benefits for your business and employees. Click below to read more.

Provide financial protection for your employees through a benefits package. Learn about employee benefits for small business and other New York Life services.