Brandon Kelley, Licensed Agent with New York Life

05/31/2022

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/3N7b2jt

05/17/2022

Many of us never think a disability will impact our lives. Statistics tell another story. For the month of May, we celebrate Disability Insurance Awareness Month by giving you the tools to protect your future. Learn more about your disability insurance options today.

What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

04/27/2022

Did you know there are ways to earn tax-free income during retirement? It’s all part of a tax diversification strategy outlined in this brief video. If you have questions about retirement or tax diversification, I can help.
https://bcove.video/3hNaWOd?hss_meta=eyJvcmdhbml6YXRpb25faWQiOiA1MzQsICJncm91cF9pZCI6IDg4NTYxMCwgImFzc2V0X2lkIjogMjA2MDk4NSwgImdyb3VwX2NvbnRlbnRfaWQiOiA5Njg0OTEwOSwgImdyb3VwX25ldHdvcmtfY29udGVudF9pZCI6IDE1NDI3ODg5MX0%3D

04/13/2022

I have found that the more informed my clients are about retirement,
the better they feel. To that end, I recommend reading this brief article. If you have any questions, please feel to reach out any time.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

04/06/2022

Here are seven ways to be more organized for tax season, so you can stop dreading the paperwork and get back to your life.

If you’re organized, your tax preparation will go so much more smoothly.

04/06/2022

This article looks at current mortgage rates, previous rates, and what this means for you—borrowers who want to purchase a home.

A handful of principal mortgage rates all climbed up today. The impressive growth in borrowing costs for fixed-rate 30-year mortgages is notable, but 15-year fixed rates also saw growth. For variable rates, the 5/1 adjustable-rate mortgage (ARM) also floated higher. In 2022, mortgage rates rose near...

03/30/2022

When I help my clients put together a financial strategy, I always keep taxes in mind. Read these four tools to help you maximize tax savings as you prepare for retirement. When you’re ready to talk about your financial future, reach out to me.

Here are four tools to help you capitalize on tax savings as you approach or enjoy retirement, according to Rutgers School of Business Professor Jay Soled, who spoke with Yahoo Finance Live.

03/28/2022

Thank you Aliveah! I look forward to working with you.

03/28/2022

What are some of the steps you take to achieve your biggest goals?

03/25/2022

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

03/25/2022

Are you on track for retirement? Would you like to learn strategies to save even more?
Please join us for an informative webinar, “Understanding your IRA Opportunities” on April 7, 2022 at 2 p.m.
You’ll hear from retirement experts to learn how supplement your current savings, gain access to a potentially wider range of investment options, take advantage of tax-deferred growth, and more.
Click here to register today. https://nylife.zoom.us/webinar/register/WN_4XoQL5JYRX-XkcNjNJmLIw