Jonathan Lane, Agent with New York Life

03/08/2022

Happy International Women’s Day to these two beautiful ladies!

03/07/2022

When you're filling up your planner, be sure to carve out some time for your retirement goals. Setting aside the time now can make all the difference for you and your family's future.

When financially preparing for retirement, remember to consider five things about income sources and preparation.

02/21/2022

These three steps will make preparing your taxes easier and save you time every tax season.

There are essentially three easy steps when preparing your taxes: Getting key documents in a file, identifying ways to save and doing the return.

12/14/2021

Happy 2022! The last few years may have been hard, but if you've made it this far, preparing for the long haul should be a breeze. Read these 6 tips to help you avoid long-term debt and build savings. When you’re ready to go further, let’s talk.

Strategize your savings to avoid long-term debt. Learn the steps you need to take to build out a savings plan to keep your head above the water.

12/10/2021

Supply chain issues have you wondering what to get the little ones this year? Learn why life insurance for kids can make a great gift.

Life insurance can be a great gift to show your children and grandchildren just how much they mean to you. Learn more about gifting life insurance to grandkids.

12/07/2021

Are you having trouble finding gifts for those “hard to shop for” relatives? This article shares how giving them cash could help you reduce your estate taxes.

During this season of giving, take advantage of the annual gift tax exclusion before the year ends.

11/22/2021

No matter how you grow your family, it is important to safeguard its future. That's why I'm proud that New York Life offers the tools you need. Learn how planning for tomorrow pays dividends today.

What should you do with your life insurance dividends? Learn from New York Life about dividends payouts and how they can be used to reach your financial goals.

11/16/2021

I'm thankful we're included in the 95th Macy’s Thanksgiving Day Parade. Tune in to see our Toy House of Marvelous Milestones float celebrate all of life's important milestones.

Macy’s Thanksgiving Day Parade kicks off another holiday season in 2021. Get ready for giant balloons, fantastic floats & more fun!

11/11/2021

This month we give thanks to our military men and women and their loved ones who support them every day. The sacrifices you make for your families and ours will never be forgotten.

10/14/2021

This article explores why it’s important for Millennials to talk to their aging parents about finances and retirement savings to help them better prepare for the future.

Talking about money is never easy -- especially when it comes to your parents. Most people with aging parents have never had a conversation with them about their finances, retirement or savings. What...