Jenena Staton, Licensed Agent with New York Life

02/29/2024

Insure Your Love month may be coming to a close this February, but your need for coverage is year-round.

02/26/2024

Nothing says forever like planning for the afterlife together!

10/02/2023

Balancing your work life with your personal life can be a challenge. How are you managing to do it?

09/30/2023

Saving for college is a top priority for many growing families. How are you preparing to save?

09/28/2023

Have you considered the impact that caring for aging parents has on your financial strategy? Tell us your thoughts.

09/09/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarized yourself.

09/07/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

09/05/2023

According to the latest Wealth Watch survey by New York Life, 36% of adults feel less prepared for retirement than their parents. Additionally, nearly half of all adults believe they are lacking sufficient support in getting ready for their retirement, making them feel like they are "going it alone." Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

09/03/2023

America’s credit card debt continues to be a problem. At present, 42% of adults carry credit card debt, with Gen Xers facing a particularly challenging situation due to increasing debt levels. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

09/01/2023

Did you know that the "Great Wealth Transfer” is underway? Up to 15% of American adults expect to receive an inheritance in the next 10 years. However, only 42% feel comfortable managing the wealth on their own. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

08/30/2023

In today’s economy, handling an inheritance and effectively managing its investments has become increasingly challenging. In fact, a significant 58% of adults who are poised to inherit anticipate that inflation will be a substantial or moderate influence on its overall value. Read even more interesting findings in the most recent Wealth Watch survey from New York Life.

Latest New York Life Wealth Watch survey finds many aren't ready for the "great wealth transfer."

08/28/2023

Seven out of 10 people will need long-term care at some point in their lives, according to a 2021 Genworth “Cost of Care” survey. Here are three assessments you should make when deciding you need long-term care.

Have a question about your own retirement savings? Email us at [email protected]