Holly Bortner, Licensed Agent with New York Life Insurance Company

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/3ZkRn4V
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.

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.

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.

01/18/2023

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.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

12/21/2022

A little work now can make the 2023 tax season one of the easiest yet.

A few last-minute moves — like tax-loss harvesting and boosting contributions to your retirement plan — could make a big difference come April.

12/14/2022

You can give a lasting gift this holiday. Learn why life insurance might be perfect for your children or grandchildren.

Gifting life insurance to a child or grandchild shows just how much they mean to you. New York Life tells you what you need to know.

11/30/2022

Are you considering buying a new home? Here are 10 tips to help you counter rising interest rates:

New York Life guides you through buying a home during higher mortgage rates and inflation.

11/26/2022

Today is ! Last year, over 50 million people shopped in-store, and more than 50% of Americans plan to participate today. Click below to hear why New York Life agents appreciate the impact small businesses have on their communities.

The last few years have been hard for small businesses. But your determination to succeed is your greatest strength. Learn how New York Life can provide the ...

11/24/2022

Today is Small Business Saturday. Shop at small businesses near you to support your neighborhood favorites and invest in your local communities.

11/24/2022

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.