Jose Buitrago, Licensed Agent

31/07/2022

Whole Life insurance plans are great because they offer your family peace of mind for the long run. But many don’t know that they offer more. Such as the potential for annual dividends and the option to borrow against the cash value of your policy. To learn more about Whole Life watch this video

21/07/2022

What does managing your personal finances have to do with piloting the fastest fighter planes on the planet? Good question. To find out, read this article we posted on the benefits of being a Maverick of your own finances. https://hearsay.social/3PKsACJ For questions about your financial future, reach out to me.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

17/07/2022

Watch Robert Keebler present “Planning for the Large Estate in 2022” in NYL’s Advisor Webinar series, where he discussed portability, IDGT sales, income taxation of inter-vivos trusts, choosing the state with the best trust and income tax for the client, and the special advantage of split-dollar life insurance. After you hear Bob’s insights, give me a call to learn more about how these planning strategies can be used to benefit your clients.

Planning for the Large Estate in 2022

16/07/2022

The 2022 Advisor Symposium will be held on Wednesday, November 9, from 1:00-4:30 p.m. Eastern. This unique continuing education program is provided for accountants, practicing attorneys, and financial professionals whose clients utilize sophisticated estate and business planning strategies. Mark your calendar for this in-person collaborative event and stay tuned for further details!

04/07/2022

Fireworks, BBQs, family outings—celebrating Independence Day means spending time with those you love. From my family to yours, happy .

30/06/2022

Increasing inflation is never a good thing. But depending on where you’re at in your life, you may feel differently about how it’s impacting you. To give you a better insight into how Americans are dealing with inflation, review the results from the most recent Wealth Watch Survey. And if you have questions about how inflation will impact your future, reach out to me.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

21/06/2022

Not all of us are thinking about our finances right after we get married. But the sooner you answer your financial questions, the sooner you’ll be prepared for a future together. On that note, I recommend reading this piece about merging your financial accounts after marriage.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

31/05/2022

There’s no doubt about it now. Inflation is here, and it’s affecting a lot of decisions we make, including preparing for retirement. On that point, I’d like to direct you to an interesting article from Forbes that speaks to inflation and retirement planning. If you have questions about your future, you can always reach out to me.
https://hearsay.social/3GxA88H