Mallory Humes-Warren

03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/42PA1jj
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

03/20/2023

For women, the path to financial security can take different turns, so it’s important to have a guide every step of the way. Reach out and let me help you develop a financial strategy that protects the ones you love while securing your retirement.

Find out how New York Life can help women take control of their finances. We provide financial planning for women to achieve independence.

03/20/2023

Family is what you make it, so make sure your loved ones and all your dreams for the future are protected.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

03/16/2023

Can life insurance be used as a generational wealth-transfer tool? R. Matthew Pate, JD, LLM, Corporate Vice President, New York Life Insurance Company explains why it may be one of the most effective and simplest ways to ensure you leave a legacy for future generations. https://nyl.co/3LtF8zu

03/16/2023

Whether through sound investing or savvy budgeting, financial literacy is the key that unlocks more significant opportunities for small business owners. Here’s why.

Being financially literate can help you make better decisions when managing your finances and give you an edge when competing with other businesses.

02/20/2023

Before you file this year’s taxes, read this article from US News to find out if your student loans could have an impact that changes your return: And if you have any more questions, feel free to reach out.

02/02/2023

Here are eight things to look for before you sign the dotted line on your business loan offer.

If you need funds for your enterprise, it can be very tempting to go for the first business loan on offer. However, there are a number of things you should look for before you sign on the dotted line.

01/27/2023

The Secure 2.0 Act is on its way. Find out what changes are coming to your retirement investments by reading this article from Forbes. Don’t hesitate to contact me with any questions regarding the effects of the Secure 2.0 Act.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/23/2023

New Year's has come and gone, so it’s time to get to work on those goals. If money was on your list, learn how to help improve your financial literacy and increase your savings with these tips and strategies.

With these personal finance strategies from New York Life, you can easily get your financial situation in order and manage your personal financial risk.

01/18/2023

Post Copy: Not only is having whole life insurance good for your peace of mind, but it can also help you through this time of rising inflation. Find out seven different ways here: https://www.forbes.com/sites/qai/2022/12/30/whats-in-the-secure-20-act-what-the-government-spending-bill-means-for-investors-and-retirement/?sh=5615e78014fb?cmpid=smca_PR_na_na_2141996_na_na_na_pr_na_gen_sc_na_na And if you have more questions about whole life insurance, I am here for you.

SECURE 2.0 changes the retirement savings landscape for the better. Find out how your tax-advantaged investment accounts will be affected in 2023 and beyond.

01/05/2023

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

12/31/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.