Ashwin Doshi, MDRT Licensed Agent with New York Life

Ashwin Doshi, MDRT Licensed Agent with New York Life Dedicated MDRT Agent at New York Life
Helping Business Owners and Families
Achieve Their Goals I am not licensed in all jurisdictions.

As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life

Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdr...
06/16/2026

If you have $5 million saved for retirement, your RMDs will change every year. Find out exactly how much you must withdraw at ages 73, 75, 80 and 85.

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.
06/15/2026

Searching for an affordable home in 2026? Here's what it costs to live in these ten 'affordable' states.

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial sec...
06/14/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.
06/13/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is...
06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4v4RG4x

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.Retirement today can be active,...
06/11/2026

June is Annuity Awareness Month, a great time to rethink your retirement income strategy.

Retirement today can be active, fulfilling and longer than ever. A 65-year-old today could live 20 to 30 more years. That makes having a smart income strategy essential.

Retirement income solutions may help address goals such as:

• Cover essential expenses more predictably
• Worry less about outliving your savings
• Stay resilient through market shifts

Your retirement is unique. Your income strategy should be, too. Let's connect and build an income plan that fits your goals.

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, ...
06/10/2026

This Annuity Awareness Month, let’s explore how annuities may help support your estate plan. Depending on the contract, annuities can:

• Provide retirement income during your lifetime
• Offer a death benefit to beneficiaries
• Potentially pass proceeds outside of probate

Estate planning is an on-going process. This month let’s review your strategy and make sure it reflects your current goals.

June is Annuity Awareness Month — and a great time to revisit the power of compounding.Think it's too late for compoundi...
06/09/2026

June is Annuity Awareness Month — and a great time to revisit the power of compounding.

Think it's too late for compounding to make a difference? Think again.

Compounding means your money earns returns not just on your original investment, but also on the growth you've already accumulated. Even if you're in your 50s or 60s, time can still work in your favor.

Many people at this stage can contribute more consistently than earlier in their careers. A shorter time horizon can still support meaningful progress when contributions stay steady and earnings are reinvested.

Compounding helps build wealth over time. Certain annuities may help support asset preservation and retirement income goals. Let's talk about how these fit into your retirement strategy.

*Investments are subject to market risk including possible loss of principal.

Looking for a little more certainty with your money?Check out this guaranteed interest rate. Contact me today!
06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

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Stratford, CT
06614

Telephone

+12036066555

Website

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