Fatema Udaipurwala, Registered Representative w/ Nylife Securities LLC

04/06/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused.
https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

04/05/2023

According to a Bankrate survey, 55 percent of American workers are behind on their retirement savings. Learn how you can get ahead and create a more financially secure future.

Retirement planning can easily be overlooked while juggling your career, raising children, paying off debt, and enjoying today. In fact, according to a Bankrate survey conducted in 2022, 55 percent...

04/04/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more.
https://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

04/03/2023

It's Spring! The birds are chirping, the flowers are blooming…and you’re inside working on taxes. But before you let it rain on your parade, here are some resources to help make your tax season a walk in the park.

Look for answers to your most frequently asked tax questions with help from New York Life. Taxes don't have to be confusing or challenging!

04/02/2023

This article explores what generational wealth is and the steps you can take to build and protect it.

It's rare, but possible.

03/31/2023

Tax Day is April 18 for most federal and state tax returns. Need more time to file? You should request an extension on or before the deadline.

Tax Day is April 18. But some people have an extended tax deadline and extra time to file. Are you one of them?

03/30/2023

Here are five benefits small business owners can consider offering employees to help recruit and retain a talented workforce.

As a small business owner, there are a variety of benefits you can consider adding to your overall employee benefits package, each with their own associated costs and advantages for your workers.

03/29/2023

Learn why planning, consistency, patience, and discipline are the key to long game wealth building.

There are no shortcuts when it comes to building wealth. It’s all about your long game, which requires planning, consistency, patience and discipline.

03/22/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

03/20/2023

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.

03/19/2023

Spring is a time of renewal, and a great reminder to start thinking about what you want to leave for the next generation. Learn what you need to know about selecting a beneficiary and reach out if you have any questions.

Learn more about the importance of a designated beneficiary on your whole life insurance policy and why working with a New York Life agent may benefit you.

03/17/2023

Learn more about what’s currently shaping the markets.
https://www.eaglestrategies.com/the-eagle-edge-q4-2022/