Denise Rosario Diaz, Agent with New York Life

08/03/2023

Generational wealth transfer planning is just as much of a family matter as it is a financial one. Start this important conversation with family and learn how a financial professional can help.

As the Baby Boomer generation ages, it’s more important than ever that Gen Xers talk to their family and understand how their wealth situation could change. The truth about generational wealth transfer planning is that it’s just as much of a family matter as it is a financial one.At 18 years old...

07/24/2023

If you have a child, grandchild, or other loved one whose future you wish to support, help them with education costs. Start planning today.

07/18/2023

55 percent of women don’t know if they have enough saved for retirement, according to a new poll from the World Economic Forum, but here are a few ways you can improve your retirement security.

Women face obstacles to their financial security

07/10/2023

Need life insurance that fits your budget? In many cases, you can get a $1 million term policy for less than the monthly cost of your cell phone service. Just call or text me for your personalized quote.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!

07/03/2023

Just because it's summer doesn't mean there'll always be sunny days ahead. Learn how whole life insurance can not only provide protection for whatever may come your way, but can also be good for your portfolio as well.

06/22/2023

Why purchase life insurance in your 20s? For starters, it can help you pay for expenses, grow wealth over time, and save you money by locking in your rates early. This summer, learn how life insurance can be good for your financial health.

Trying to decide when you should get life insurance may be one of the more important financial decisions you make. Let New York Life help.

06/15/2023

Have you ever heard the expression “buy term and invest the difference?” See what R. Matthew Pate, JD, LLM has to say about this, and other common misconceptions about whole life insurance. https://nyl.co/443VXHd

06/12/2023

With so much going on in your life, it can be reassuring to know that your family's financial future is protected. Find out how our proven solutions and financial strength can give you peace of mind. https://nyl.co/3oXczSe

06/05/2023

Learn what per stirpes is, how it works, and the pros and cons of using it as an estate planning method in your will or trust.

Per stirpes in a will or trust specifies that if your beneficiary dies before you do, their share of your estate is divided equally among their descendants.

06/01/2023

This article highlights why its necessary for lawmakers to come to an agreement on the U.S. debt ceiling, and how a government default could erode the U.S dollar.

Time is running out for lawmakers to forge an agreement on the U.S. debt ceiling, with chance of a possible government default likely to impact the U.S. dollar.