Jenevieve Mata, Licensed Agent with New York Life

12/23/2024

A lot can change in one hour. Like choosing to take the first step toward eliminating debt or to protect your loved ones. This , if you have questions about how to ensure a brighter financial future, reach out to me and let's set up time to meet.

12/12/2024

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.

12/02/2024

This New Year, why not make a resolution that's easy to keep? Like resolving to get financially fit. Learn how the right strategy can help provide a lifetime of peace of mind and financial security for you and your loved ones—all you have to do is get in touch.

11/25/2024

Do you know that New York Life just declared the largest dividend in our company's history? What's more, it will be the 171st consecutive year that we've paid dividends to eligible participating whole life policy owners. You can read about it on our website or call me if you want to know more.

New York Life, America’s largest mutual life insurer, has declared a dividend of $2.5 billion payable to eligible participating policy owners in 2025, the highest payout in its nearly 180-year history.

11/11/2024

From your savings account to your investment portfolio, discover 5 ways interest rates can impact your finances.
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11/07/2024

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
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11/06/2024

You can turn back the clock for daylight saving time, but you can't turn back the clock on planning for retirement. From generating steady income to preparing for potential health-related expenses, don't hit snooze on your retirement strategy. Reach out, and I can help you get started.

11/05/2024

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.

11/04/2024

After decades in the work world, here's how retirees can move beyond their career identities and embrace retirement.

Retiring after decades in the work world can bring up issues related to identity and lifestyle. Here's how retirees can move beyond their career identities and embrace retirement.

11/03/2024

Estate planning in 2025: given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

Given the uncertainty surrounding future tax legislation, now is an opportune time for high-net-worth individuals to act.

11/02/2024

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

11/01/2024

Many experts recommend paying yourself first, before other bills and expenses. Here’s what you should know.

Many experts recommend paying yourself first, before other bills and expenses. But what does it mean to pay yourself first? Here’s what you should know.