Lucas Leung, Licensed Agent with New York Life

09/04/2023

As a parent, you're the center of their world. As a worker, you carry the weight of it on your shoulders. Today, take a moment to relax and recharge—you deserve it! Happy to all the working parents out there.

08/28/2023

The Brave of Heart scholarship is honored to announce its next application cycle for family members of healthcare workers whose lives were lost in the fight against COVID-19. We want to make sure eligible applicants are aware of the approaching deadline at 3:00PM CST on Oct. 5, and that these scholarships are non-competitive. If you would like more information, please visit here.
https://bit.ly/3Pg9jf2

08/28/2023

Happy Monday Tampa! I love supporting small businesses and believe it is a strong factor of being the backbone to our economy. Can you comment below any small businesses you know of so I can visit and support?! Thanks!

08/28/2023

From the gender pay gap to costs associated with motherhood, women have different hurdles in saving for retirement. Having someone on your side who can navigate them makes all the difference. If you're looking for direction, I can help.

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

08/25/2023

New York Life launched a $1 billion impact investment initiative to help promote small businesses, affordable housing, and community development in underserved communities. Click here to learn about our approach and our progress this .

We remain committed to our clients through the diverse perspectives of our boutiques and a long-lasting focus on sustainable relationships.

08/25/2023

Did you know that in 2024 you will be able to roll over excess 529 funds into a Roth IRA? Learn more about this strategy as you plan for your child’s education.
https://www.eaglestrategies.com/public_files/Fact_Sheet_-_Roll_Over_529_Into_IRA_-_Eagle_-_Final.pdf

08/24/2023

If you’re thinking about refinancing your federal student loans, take a look at the four reasons why you shouldn’t refinance right now.

Why it doesn't make sense for most student loan borrowers to refinance their student loans right now.

08/24/2023

The recently published New York Life Wealth Watch survey found that 15% of American adults expect to receive an inheritance in the next decade. But even if this swath of adults does walk away with the inheritance they’re expecting, it may not go as far as they think. Here’s why.

We are living in the age of "the Great Wealth Transfer." This perhaps uncomfortable reality is rooted in the fact that baby boomers are aging and passing away in greater numbers as the years advance....

08/23/2023

The Biden administration has released new guidance on updated rules for a student loan forgiveness program. Here’s what you need to know about the changes to help get you closer to eliminating your student loan debt.

The Biden administration has released sweeping new guidance on updated rules for a critical student loan forgiveness program.

08/23/2023

To maximize Social Security benefits, you need to choose the claiming strategy that best fits your goals.
https://www.eaglestrategies.com/public_files/Maximizing_Social_Security_-_Eagle_final1.pdf

08/22/2023

A woman’s financial concerns don’t simply vanish in retirement. That’s why experienced industry professionals Sophia Duffy and Steve Parrish believe that women should consider obtaining a life insurance policy that will stay with them when their workplace coverage expires.

Learn how women can build financial security for loved ones through ownership of life insurance, both while working and in retirement.

08/22/2023

Most people don’t think about their Social Security benefits until later in life. Experienced industry professionals Jeff Quigley and Alyson Dorosky explain why married couples need to plan ahead and be prepared for what happens to their benefits when a spouse passes away.

Learn how life insurance can provide financial security and help replace a spouse's Social Security benefits in the event of their passing.