As with most other things in life, a key to achieving your long-term financial objectives is to have a good Financial GPS.
They say life doesn't give you anything you can't handle. But that doesn't mean you have to handle it alone. These days, it's more important than ever to make sure you have a financial professional by your side; someone who can help evaluate your needs, assess the current economic landscape and recommend a strategy that will help protect your family's wealth, lifestyle and dreams for the future. Let's get started - there's no better time than now.
Your goal may be to fund college education, protect your family during your working years, or guarantee your own retirement security. These things don’t happen by accident. It’s important to determine what you’d like to achieve, and then map out a financial strategy that will help you meet those goals. The good news is that it’s NEVER too late to start! Of course, preparing for your own financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, I am a trained financial professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives. Please use my Web site as a resource and contact me for additional information or to schedule a meeting. I look forward to helping you achieve your dreams!
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.