Jade Lewis, Agent with New York Life

01/15/2024

Today, we honor the legacy of Dr. Martin Luther King, Jr., whose powerful words and tireless efforts continue to inspire positive change.

01/11/2024

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
https://nyl.co/47v4KU6
If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!

01/05/2024

This article explores student loan grace periods and how they work, including how long they can be and whether or not you should pay student loans during the grace period.

A grace period for student loans is a specific time frame where borrowers can forego their loan payments without incurring any penalties. The rules about your specific grace period depend on several factors, like the type of loan you have, the school you attended and more. How Long Is a Student

01/03/2024

If you’re contemplating an IRA rollover, remembering these three important rules can help you avoid making a costly tax mistake.

Three important IRA rollover rules to remember. As always, getting taxes wrong can be costly.

01/01/2024

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

12/28/2023

Research shows that many people close to retirement age have significant holes in their retirement plans, which can leave them financially at-risk during retirement. The solution lies in long-term planning. Check out this helpful article for steps you can take.
https://bit.ly/47lLyYF
If you have any questions about your retirement, please feel free to reach out. I’ll be happy to help!

12/24/2023

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

12/22/2023

This article explores how you can integrate permanent life insurance and a deferred income annuity with increasing income potential into your retirement savings plan to provide value beyond an investment-only strategy.

Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis. Read more.

12/20/2023

Estate planning is an important part of developing a financial strategy, yet it’s often overlooked. Here’s what you need to know so that you can determine how it may apply to you.

Estate planning is an often overlooked topic during the financial planning process. Here's why that's a mistake.

12/18/2023

The IRS has announced inflation-adjusted amounts for several family tax credits. Learn which one you’ll qualify for in 2024 and how much each tax credit is worth.

The IRS has announced inflation-adjusted amounts for several family tax credits and deductions. Which will you qualify for in 2024? And how much are they worth?

12/14/2023

Changing careers? Here are three steps to help you navigate the transition and find your next gig.

For some, the prospect of doing the same job in the same career for 20 more years is hive-inducing.

12/12/2023

Keep your Holiday Season spending in check by following a few budgeting tips – that way, you're in charge, not the other way around! Here’s a great article to get you started: https://bit.ly/3tfMKyV
If you have any questions about developing a budget or your personal finances, please don’t hesitate to reach out. I’m here to help.