Licensed Agent with New York Life helping individuals and business owners to create, build, and preserve wealth.
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. 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.
"Love is the only force capable of transforming an enemy into friend."
~Martin Luther King, Jr.
Empowering women to make sound financial choices for their future.
Things women can do to boost retirement security. If you're a woman, odds are high that your pension will be lower than that for the men you car pool with to work.
The best time to plant a tree was 20 years ago. The second best time is now.
10 ways to take charge of your financial future in your 30s and 40s.
In most cases your 30s and 40s are the prime of your life You probably have a mortgage, credit card bills and your children’s activities to worry about — plus your kids’ college education and your own nest egg to fund.
"Go for the moon. If you don't get it, you'll still be heading for a star."
"Only a life lived for others is a life worthwhile."
Partners in life and business? The pros and cons of partnering with your spouse.
Partners in life and in business: The pros and cons Married couples have long established and run successful family businesses.
Single and think you don’t need life insurance? Think again. Life insurance isn’t just for couples or families.
Life insurance for young professionals These days, nothing seems guaranteed. People are looking for financial protection. Still, despite these turbulent times, you’ve landed a great job, and the financial freedom you’ve longed for is finally within your grasp and you’re ready to make the best of it.
"Courage is being scared to death, but saddling up anyway."
The New York Life Foundation has contributed over $200 million to charities since 1979 to help support communities & I’m proud to be part of a company that gives back. Learn more about the Foundation & then tell me: How do you get involved with our local community?
New York Life Foundation New York Life and its agents and employees share a belief that we not only have the ability, but a responsibility to help keep the good things going in people lives and in our communities.
From receptionist to CEO. Here's how one woman made it to the top of her profession.
4 Surprising Tips From a Wildly Successful Ladder Climber In her rise from receptionist to Chairman and CEO of a huge ad agency, Karen Kaplan tipped conventional wisdom on its...
Do your employees need a time-out? You bet they do—and here's why.
4 Ways Companies Kill Employee Vacations How Vacation Improves Employee Performance, Company Culture and the Bottom Line...
[01/01/16] "Life is not about waiting for the storm to pass, it is about learning to dance in the rain."
Since you can't take it with you, you'd better have a plan for it.
No Kids? You Still Need an Estate Plan A will is just as important for those without children, and it can easily be overlooked.
[12/30/15] "Success is not final, failure is not fatal: it is the courage to continue that counts." ~Winston Churchill
In your 30s? Here are some good actionable items to work on now.
10 changes to make in your 30s that will set you up for lifelong success Stop comparing yourself to others.
[12/25/15] "Dream your dreams with your eyes closed, but live your dreams with your eyes open."
[12/24/15] "Promise me you'll always remember: You're braver than you believe, and stronger than you seem, and smarter than you think." ~A.A. Milne, Winnie-the-Pooh
How do you maximize your energy?
11 Tweaks to Your Daily Routine Will Make Your Day More Productive The trick is to be intentional.
For 162 consecutive years, New York Life policyholders have received a dividend on their eligible participating policies—in 2016 the total payout will be the largest yet. Let’s talk about what this means for you.
New York Life dividend payout on life policies increases 37% since 2012. Of the $1.7 billion being distributed next year, individual life insurance policyholders are expected to receive more than $1.6 billion, also a record payout.
If you're like me, it can be challenging thinking of different gifts for loved ones each year. Contact me to learn more about a gift you can give that will last a lifetime
This holiday season give the gift that lasts a lifetime. The holiday season is in full swing. Retail stores are buzzing with shoppers, Main Streets are glimmering with lights, and families are catching up on another year gone by.
If you'd like to enjoy a secure retirement, here's how a qualified longevity annuity contract (QLAC) can help.
Tax-friendly annuities gaining ground QLACs that delay RMDS are an enticing alternative for those seeking guaranteed income in their old age.
[12/12/15] "I can't change the direction of the wind, but I can adjust my sails to always reach my destination." ~Jimmy Dean
What’s more valuable to your family: Your home, your car, or you? Let’s look at how your insurance measures up.
Video: No one can replace you but you can replace your income. See how you can protect what's important.
Short on cash? Here's why almost any other option is better.
Why Raiding Your 401(k) Is a Mistake Tapping into your 401(k) plan for a loan or a distribution should be considered only as a last resort for consumers who are short on cash.
[11/17/15] "Work for someone who believes in you, because when they believe in you, they'll invest in you." ~Marissa Mayer, CEO, Yahoo!
"Be humble. Be hungry. And always be the hardest worker in the room."
~Dwayne "The Rock" Johnson
[11/06/15] "Train people well enough so they can leave; treat them well enough so they don't want to." ~Richard Branson
For 170 years, our strategy has been simple: Keep the Promises We Make.
New York Life: Built for all times. Today, the Great Recession lingers as a vivid and sobering reminder of what can happen when those responsible for managing others’ finances fall away from prudent practices.
No one can replace you—but you can replace your income.
Video: Nothing can replace you, but life insurance could help See how you can protect what's important.
Life insurance myth #13: I don’t need to meet with my agent every year – do I?
Life insurance truth: New job, new home, maybe even a new family member - A lot can happen in a year. Contact me to set up your annual meeting to ensure your life insurance still fits your life.
Four questions to ask your agent 4 key questions everyone should ask their agent.
Put your money where your mouth is: 10 easy ways to save on groceries.
Save $100s Next Month With These 10 Grocery Shopping Tips Slow your spendthrift ways with this grocery budget challenge — it will keep both your pantry and your wallet well-stocked!
Some financial mistakes are more costly than others. Here are the ones to avoid in your 30s.
The 11 worst money mistakes to make in your 30s These errors will cost you.
Which states have the lowest taxes? If you're living on a fixed-income, here's where you may want to move.
7 States With the Lowest Taxes for Retirees Why deal with burdensome taxes in your golden years? Make one of these tax-lenient states your new home base in retirement.
Do you have term life insurance? Owning term and permanent together may be a sound financial protection strategy according to a recent study.
Academic study debunks notion of "Buy Term, Invest the Difference”. According to the study this strategy, often abbreviated to “BTID” within the industry, is shortchanging Americans grappling with the challenge of creating a sound financial plan.
5 things you and your future spouse should discuss before saying "I do."
5 Money Conversations You Should Have Before You Get Married Engaged couples have so many things to talk about while planning their weddings: seating arrangements, their honeymoon destination, future kids...
Take some time this month to educate yourself about breast cancer, the most common cancer among women in the US (other than skin cancer). Millions of women are surviving the disease thanks to early detection.
Breast Cancer Awareness Month Resources from the American Cancer Society The American Cancer Society provides helpful information and resources on breast cancer. Find the breast cancer facts you need.
How does your small business keep it in the family?
Keeping your family in business for generations to come Like so many other business owners, you’ve worked hard every day to build a successful family enterprise and now the time has come to think about passing it to the next generation.
[10/17/15] "You see things; and you say "Why?" But I dream things that never were; and I say “Why not?" ~George Bernard Shaw
If you're a veteran who needs a degree, you may want to see where these online programs rank.
U.S U.S. News debuts Best Online MBA programs and Online Criminal Justice Programs for Veterans
Tired of getting nickel and dimed by airlines? Here's what you can do to fight back.
4 Ways to Beat Soaring Baggage Fees These annoying add-on expenses have become airlines' biggest moneymaker. Here's how you can avoid them.
A love for sports, a passion for reading … what interests did you inherit from your family? #KeepGoodGoing
"I inherited his passion for making films" I'm not sure when I decided that filmmaking was what I wanted to pursue, but I do remember playing with my uncle's 1967 Bolex camera when I was a kid.
If you didn’t have a serious need for a babysitter before, you do now:
Five things to discuss with your partner tonight (besides “What’s for dinner?”). It's important to make time to talk to your partner about your finances.
Find out why most millionaires have at least 3 income streams.
Smart Business People Separate Eggs to Avoid a Scramble
There are so many different ways for people to make money. But you don’t have to choose just one...
[10/07/15] One hit song doesn’t get you into the Hall of Fame. Just like one good financial decision probably won’t make you rich. An annual review of your finances is a great way to ensure you’re not a one-hit wonder, but a legend in your own right.
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Family. It’s at the root of our name and our philosophy.
Lifestyles Property Services offers management of Homeowners and Condo Associations. Service is our priority!
We Help Business Owners and Entrepreneurs Get Access To The Right Money... At the Right Time... In the Right Way, So They Can Fulfill Their Mission!
As International Fund Providers, we specialize in creating custom tailored finance solutions based on the specific needs of our clients.
Jamie Holmes Loan Officer
Specializing in military and federal employee benefits with the mission of coaching those who serve in their pursuit of financial security
Providing quality service for all of your insurance needs.