M. Aaron Serrano, Licensed Agent with New York Life

10/16/2022

Sometimes the best gift you can receive is a little free financial advice. Learn what you should consider before retirement and reach out if you want to know more. As always, I'm here to help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

10/15/2022

Have you heard that the “probability” rule doubles the lifetime estate and gift tax exemption for married couples? Here’s what spouses need to know about how it works.

Transferring an unused lifetime exemption to a spouse isn't automatic and has some tricks.

10/14/2022

No matter how much you think you've covered all your bases preparing for retirement, something unexpected can always come up. Check out these 5 retirement blind spots to avoid and reach out if you want even more help.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

10/13/2022

From inflation concerns to debt, there's no shortage of headwinds for young people these days. That's why it's important to have a financial strategy. Here are some tips that can help.

Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

10/12/2022

Seasons change whether we're ready or not, and the same is true in our own lives. If you're not sure you’re ready for the change retirement brings, check out these financial considerations. Remember, I’m always here to help.

Upon considering their retirement savings and other assets, married couples can financially prepare for managing cash flow in retirement.

10/11/2022

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

10/10/2022

I love helping families protect their finances, futures, and loved ones. That’s why I’m proud New York Life is ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

New York Life recently ranked among the best companies for customer service in Newsweek’s annual “America’s Best Customer Service” list.

10/09/2022

Money rules of thumb can be useful in helping you allocate spending and determine what’s affordable, but they can also be defeating when they feel unattainable. Here’s how to view them in the context of your own personal financial reality.

Money rules of thumb can be incredibly defeating when they feel unattainable. Focus on building a spending plan that works for you, not some ideal.

10/08/2022

This article explores the importance of recession planning and how business leaders can put their companies on a steady path today in case of an emergency tomorrow.

Rather than leaning into feelings of looming dread, grab your trusty pen and your to-do list and put “recession and contingency planning” right at the top.

10/06/2022

Protecting your family is important. But so is making headway on your financial goals. Fortunately, there are two new insurance products that can help you do both. Learn more here and let’s talk about what these tax-advantaged solutions can do for you.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

10/05/2022

If you’re an eligible educator, you can deduct up to $300 of out-of-pocket classroom expenses for 2022. Take a look at this article to find out if you qualify and what classroom expenses you can write off.

For the first time in a long time, the tax deduction for out-of-pocket teacher expenses has increased.

10/03/2022

A recent Pew Charitable Trust survey found gig and nontraditional workers aren’t so confident they’ll have enough money in retirement but taking these steps may help you build a comfortable nest egg.

More than half of nontraditional workers fear they won’t have enough in their old age, a new study found