Jose Morales, Agent with New York Life

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.

11/17/2023

Running a business is no small feat. At New York Life, we understand the value of having talented employees. Help reward and retain your employees with a custom life insurance plan for your business.

Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

11/15/2023

A buy-sell agreement is a great strategy for business partners to protect themselves regardless of what lies ahead. To receive expert financial guidance on continuity plans, connect with me today.

After the upheaval from the pandemic, prepare your small business against future potential disruptions with a Business Continuity Plan from New York Life.

11/15/2023

I can help reinforce your company’s foundation by providing comprehensive life insurance coverage to protect your business if something happens to a key executive. Let’s talk today!

Retaining top talent is critical to business success. Learn from New York Life how to preserve your executive team with key employee life insurance coverage.

10/23/2023

These are eight reasons why you should consider annuities in your retirement planning and how they can help give you greater peace of mind about your financial future.

The annuity marketplace available to retail advisors is more robust than ever, Hueler Cos. CEO Kelli Hueler says.

10/10/2023

Many of us hold insurance policies for our homes and cars, but what about the most valuable thing of all—our lives. Here’s what you need to know about the benefits of life insurance, policy types, and how it works.

Many of us hold insurance policies for our homes, cars and holidays, but what about the most valuable thing of all – our lives? Life insurance pays a s

09/30/2023

This article highlights how a buy-sell agreement, funded with life insurance, can help the surviving business owner continue to run the business successfully.

A recent tax case hasn’t gone well for a small business, highlighting the need for businesses using a similar (and typical) succession planning arrangement to take a look at theirs.

09/30/2023

It’s so true! Life insurance is a topic you shouldn’t avoid.

09/29/2023

Want to check getting life insurance off your list this season? One step you can take is calculating how much life insurance you need. And you may be surprised to find that you need additional coverage if you already have a policy.

09/25/2023

The pain of grief is enough without the added weight of financial strain. Life insurance is for the people who live.