Jordan Barbarotta, Registered Representative with Nylife Securities LLC

11/19/2021

This article shares the most common IRA rollover mistakes and how to avoid them.

It's easy for a rollover to break the rules, triggering income taxes and penalties.

11/18/2021

Before you take a small business loan, take these steps to improve your odds of receiving the loan and make it easier to evaluate the options you do receive.

No matter what type of lender you choose, the important thing is to read the fine print before agreeing to anything.

10/21/2021

Take these steps to turn your goal of saving $1,000 a month into a financial reality.

You've may have thought, at one time or another, about making a big push and saving as much as you can in one month -- but what about saving $1,000? Even though it's an amount that may seem...

10/20/2021

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...

10/19/2021

Thinking about offering benefits beyond health insurance, paid vacation, and sick time? See why Employee’s Whole Life Insurance can give your employees the benefits they want and the ownership they deserve.

Learn how Employee's Whole Life Insurance, offered by New York Life, will help you purchase individual permanent life insurance through voluntary payroll deduction.

10/07/2021

No one can tell the future. That's why preparing for retirement can often feel so overwhelming. Fortunately, with a little help, you can prepare for whatever comes your way. Read this article and let's get started today.

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

10/06/2021

As you get further along in your career, preparing for retirement becomes a bigger focus. This , take the opportunity to get started on your goals. Give me a call and we can discuss the best strategy for you.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

10/05/2021

Whether long hikes, pumpkin spice, or campfires are on you fall schedule, having a financial strategy for the future should always be in season. Read this article and let's talk.

Build a financial strategy based on your realities and expectations. Consider these tips and strategies when building your financial future.

07/16/2021

Move beyond answering, "What do you do," and think about who you are and who you want to be.

Knowing who you are can be incredibly powerful for unlocking your full potential.

07/15/2021

As a sponsor in the Ticker Tape Parade, we're proud to help lead the celebration for all the essential workers of the pandemic. Learn how we're helping families with the .
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05/20/2021

Now is the perfect time to reflect on both your physical and financial wellness. Need some training tips? Here are some moves you can make to help your routine well into retirement.

Women and Finance: Protecting what really matters. Create a better tomorrow for yourself and your family.

05/19/2021

"Children have never been very good at listening to their elders, but they have never failed to imitate them." —James Baldwin. What are some of your habits that you would want others to adopt?