Rafael Felipe, Financial Services Professional with NYLIFE Securities LLC.

04/01/2022

If you’re worried about your finances or feel uncertain about the future, these tips from financial experts can help you wisely budget for the unknown.

Budgets are flexible tools that can help keep you on track for almost any financial goal. But how should you adjust your budget when the world becomes uncertain? “With the world repeatedly dropping surprise and horror upon our doorsteps over the last few years, people are understandably feeling l

02/10/2022

Join us for our free Tax Diversification Seminar, where you’ll learn:

• Why you should consider tax diversifying your retirement
portfolio.
• What impact taxes can have on your retirement lifestyle.
• How life insurance may help provide tax-free income for
your future retirement, while providing valuable life
insurance protection during your working years. *

Registration Link:

https://nylife.zoom.us/webinar/register/WN_PT1Si-UvTjO03FEGCdXA6w

01/31/2022

If you want to get your new year off to a great start, here are some quick and easy money moves to grow your retirement savings in 2022.

Even minor savings can add up to big gains over time

12/13/2021

Federal student loan payments restart after January 31. If your budget can’t handle payments on your student loans at this time, you may be eligible to lower them. Find out how in this article.

A pandemic reprieve on student loan payments ends in January. If you still need financial help, there are steps you can take.

12/01/2021

Is rebalancing your stock portfolio necessary? These pros and cons can help you decide if rebalancing is right for you.

Is rebalancing a portfolio always necessary? What are the advantages and disadvantages of rebalancing?

10/12/2021

I am thrilled to invite you to an incredibly relevant and valuable virtual seminar: Caring for Loved Ones under Unique Circumstances with guest speaker Denise A. Mortati.

The seminar will take place via Zoom on October 27th, 2021, at 7:00 PM, EST

Come join us at this complimentary, informational workshop designed specifically to unpack many of the unique considerations faced by caregivers of and/or individuals with special needs.

Topics addressed will include:
Understanding available government-funded programs for basic living expenses
Knowing the importance of precise planning for present and future care
Taking appropriate steps to ensure optimal care and housing for those with special needs

Please feel free to invite any family or friends that would find value from this information-based seminar.

Looking forward to seeing you there, please see the link to register below.

https://nylife.zoom.us/webinar/register/WN_U6FVJxotRned6J61PPeiKg