Cindi Ritcey Fox, Financial Adviser

Experienced Financial Services Professional, providing Financial Wellness to Individuals, Families & Corporations

My Core Values as a person and a professional. 1) Work with Integrity 2) Stay out of my comfort zone 3) Have pride in what I do 4) Work as a team 5) Be results based 6) Live life with Balance 7) Have FUN! After running a successful Corporate Benefits Planning Agency from 1990-2006, plus cross marketing into the financial planning world, I found my true calling in teaching financial wellness to individuals, families and in Corporations by providing financial wellness education as an employee benefit. If you are interested in learning about financial wellness through MAP, please contact me at: [email protected] Agent/RR/Eagle- I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. 135 S. 84th Street, Suite 201 Milwaukee, WI 53214 414.256.8700 Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. My California Insurance license number is 0D11091.

kiplinger.com

What Are the Duties for Financial Powers of Attorney?

Have you become someone's financial power of attorney? You might find this article helpful on the responsibility.

kiplinger.com I just got appointed agent under a financial power of attorney. What do I need to do next?

lifehappens.org

Insurance 101 | Life Happens

Let's meet to review the changes in your life. #InsureYourLove #LoveTakesAction

lifehappens.org In this video series, people share their experience of how life, disability or long-term care insurance made a difference when they needed it most.

Don't let COVID-19 distance you from your retirement dreams. Learn what you can do to keep your money, emotions, and retirement protected. https://webreprints.djreprints.com/57289.html

forbes.com

IRS Offers Additional Relief By Extending More Tax Deadlines, Including Estimated Payments & Refunds

Tax season looks different this year. Stay on top of extensions and what they mean for you.

forbes.com Today, the IRS further extended tax filing deadlines, including those for estimated payments and refunds.

You've helped protect our country, now it's our turn to help you protect your family. I can help you put a solution in place. Let's talk. #MilitaryAppreciationMonth
https://www.newyorklife.com/?cmpid=smca:LD0562:1366585

fortune.com

How the American economy can recover from the coronavirus pandemic

Consumers play a key role in the U.S. economy. Here's an interesting perspective on how they might help our economic recovery.

fortune.com The consumer-driven U.S. economy has been dealt a powerful setback. Here's the path forward—and what the long-term effects of the pandemic will be.

newyorklife.com

Women and Finance: Protecting what really matters

You can't predict the future, but you can be prepared for whatever life serves you. #WomensHealthWeek

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

Introducing ‘The Golden Sweater,’ a beautiful story that acts as a tool to help families cope with loss. For every download of the book, the New York Life Foundation will donate $1 to organizations that support grieving children. #TheGoldenSweater
https://nyl.co/2xITOaE

Basic Retirement Expenses | New York Life

What do you consider to be basic expenses?

newyorklife.com When you hear the term “basic expenses” you may think about: the cost of housing, healthcare, food, and things of that nature. We recently completed a study where we asked retirees and pre-retirees what they define as basic expenses. While housing, food, and healthcare are all on the list – so...

Rollover a 401(k): Questions & Answers | New York Life

Leaving your job or retiring? Is it time to reinvest your 401(k)? I can help you review your options.

newyorklife.com When you leave your job or retire, you have a decision to make regarding your 401(k) money.

Many people have dreams, but not all of them will take the risk necessary to make them come true.
https://player.vimeo.com/external/280544498.hd.mp4?s=3c6b0c7124648621de6beeb52e9e76591a287137&profile_id=175

vimeo.com

Maximizing Your Potential: Clarifying Your Life Vision

Everything in life happens twice, first in your mind and then in the external world. In this interview, Paul Karasik explains this creative process of imagining and seeing the unseen.

Everything in life happens twice, first in your mind and then in the external world. Watch this interview with Paul Karasik, one of America’s leading sales…

vimeo.com

Roth IRA Conversions

Traditional IRAs and Roth IRAs can both provide tax breaks, but in different ways. Learn more about their differences in this interview with CPA Robert Keebler & The Nautilus Group’s Matt Pate, JD, LL.M.

Traditional IRAs and Roth IRAs provide tax breaks in different ways. Contributions to traditional IRAs are generally tax deductible, and growth is tax deferred,…

newyorklife.com

Learn from My Best and Worst Financial Decisions

Financial mistakes are common, but there are ways you can recover. Read this article and let's talk about a strategy to get you back on the right track.

newyorklife.com Brian Madgett discusses his best and worst financial decisions in Kiplinger.

[04/02/20]   We share your concerns about the coronavirus, and we’re here to help answer questions, give guidance, and provide peace of mind—just like always.

Traditional IRAs and Roth IRAs provide tax breaks in different ways. To learn when to convert from a traditional IRA to a Roth IRA, read this article featuring CPA Robert Keebler. thenautilusgroup.com/nautilusnavigator/keeblerrothiraconversions.pdf

newyorklife.com

Employee benefits from a highly rated, time-tested, client-owned company. | New York Life

An unexpected injury can have a devastating impact on your employees' finances and your company. Have you taken steps to protect them and yourself? Comment below.

newyorklife.com For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Equality is a dream worth fighting for. #MLKDay

newyorklife.com

Employee benefits from a highly rated, time-tested, client-owned company. | New York Life

Your employees are the driving force of your business. So make sure they get the benefits they deserve.

newyorklife.com For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

Wishing everyone #HappyHolidays and a very merry new year.

[12/24/19]   Wishing you and your family a blessed Christmas Holiday Season!!
ENJOY every minute ~ Thanks for allowing me to be part of your Life ~ Cindi

[12/20/19]   "What you think, you become. What you feel, you attract, What you imagine, you create." ~Buddha

[12/16/19]   "I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well." ~Diane Ackerman

[12/12/19]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

[11/28/19]   Wishing you and your family a blessed Thanksgiving!!
ENJOY every minute ~ Cindi

[11/26/19]   "Sometimes you've got to jump off cliffs and grow wings on the way down." ~Ray Bradbury

[11/21/19]   "I don’t want to get to the end of my life and find that I lived just the length of it. I want to have lived the width of it as well." ~Diane Ackerman

[11/18/19]   "I don’t think of work as work and play as play. It’s all living." ~Richard Branson

[11/12/19]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

newyorklife.com

A surprisingly perfect gift for your kids or grandkids.

The best gift to give someone just starting out is a head start. See how life insurance can be the one gift your kids will remember twenty years later.

newyorklife.com Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

Traditional Long Term Care Insurance | New York Life

This Long-term Care Awareness Month, long-term care planning that's simpler and more affordable may be easier than you thought. #LTCAM

newyorklife.com Ensure the right funding is there for the care you want, when you need it. Learn about traditional long term care insurance from New York Life today!

newyorklife.com

Whole Life Insurance - Endless Protection & Cash Value | New York Life

For military families, service is a 24/7, 365 job. While you're keeping track of news or handling military benefits, I can help you have a strategy in place. Let's talk. #MilitaryFamilyMonth

newyorklife.com With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

[10/30/19]   “You don't have to be great to start, but you have to start to be great." ~Zig Ziglar

newyorklife.com

A surprisingly perfect gift for your kids or grandkids.

Juvenile life insurance offers more than just protection, it can also help your child get a head start on their financial future. See what else it can do:

newyorklife.com Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

[10/24/19]   "Things turn out best for the people who make the best of the way things turn out." ~John Wooden

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Location

Telephone

Address


2201 E Enterprise Ave
Appleton, WI
54913

General information

New York Life Insurance Company (NYLIC) is among the largest mutual life insurance companies in the United States, and one of the largest life insurers in the world. New York Life has a history notable for consistent financial strength. Founded in 1845 and headquartered in New York City, New York Life maintains operations in all 50 states. New York Life’s family of companies offers life insurance, retirement income, investments and long-term care insurance. New York Life Investments* provides institutional asset management and retirement plan services. Other New York Life affiliates provide an array of securities products and services, as well as institutional and retail mutual funds. Read our disclaimers, here: www.newyorklife.com/socialmedia. *“New York Life Investments” is a service mark used by New York Life Investment Management Holdings LLC and its subsidiary, New York Life Investment Management LLC.

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
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