Juliet Adam Agent with New York Life

06/25/2024

There are nearly 4 million students graduating from college this year who will face a challenging labor market. How can you help?

The nearly 4 million students graduating from college this year will face a challenging labor market and need help with job hunting.

05/13/2024

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

04/29/2024

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

12/18/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

12/18/2023

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

12/04/2023

From canceled flights to broken toys, we can all agree the holiday season would be less stressful if it came with guarantees. That's why when it comes to protecting the things that matter most—like your family, future, or financial well-being—guarantees matter. Learn how our guarantee-backed products can make your family more secure this season, and all the seasons to come.

It isn’t easy to find something you can count on these days. But with all the changes going on around us, it’s more important than ever.

10/26/2023

Here are five strategies you may consider if the estate tax unified credit reverts from $13 million to $5.5 million.

In relation to estate taxes, we seem to be experiencing a sense of deja vu. Can we avoid the mistakes of the past?

10/19/2023

Worried about the impact of inflation? Diversifying your holdings can help hedge against inflation and bring you closer to your goals.
https://www.eaglestrategies.com/public_files/Inflation_-_Eagle_final1.pdf

09/11/2023

See why having life insurance is especially important to women and could be a critical piece in their financial strategies.
https://nyl.co/44KJOqU

09/11/2023

Do you know that September marks the 20th anniversary of Life Insurance Awareness Month? It's a great time to take a step back, reassess your life insurance needs, and make sure you have enough coverage in place. With more than 178 years of experience, New York Life can help make sure that your family and future are protected.

Life Insurance from New York Life offers protection at its core, but it can do so much more! Learn from our financial professionals what it has to offer you.

07/13/2023

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.

07/13/2023

Learn what the new bull market means for you, your investments, and how it may affect your retirement.

If you’re a normal human being you’re just trying to live your life, and you use the stock market just to make yourself richer and save for your retirement....