Jacob D. Mokry, Financial Advisor

I am a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser.

Jacob D. Mokry is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of TX. No insurance business may be conducted outside this/these state(s) referenced. Additionally, Jacob D. Mokry is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency . In this regard, this communication is strictly intended for individuals residing in the states of TX. No offers may be made or accepted from any resident outside the specific state(s) referenced. 118 Broadway, Suite 606, San Antonio, TX 78205, (210) 695-8774. Jacob D. Mokry is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser. I am not licensed in all Jurisdictions. Neither Paradigm Wealth nor New York Life Insurance Company, nor it's agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. Paradigm Wealth is not owned or operated by New York Life Insurance Company or its affiliates.

Mission: To help educate individuals on the importance of life insurance and financial strategies and help them accomplish their goals with suitable and appropriate financial solutions.

[05/03/20]   Policy Evaluation 101: Are your policies backed by a company with the strength and stability to stand behind its promises? Check out New York Life.

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

Helping protect your employees, their families, and their peace of mind—the business owner hat trick. Like and share if you go the extra mile for your employees.

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.

[04/25/20]   Policy Evaluation 101: Do you need to adjust the funding of your plans in light of changes in insurance costs, interest rates, or dividend scales? Let’s figure it out together.

newyorklife.com

Protecting your legacy: Succession planning for your small business.

What's your succession plan? If you plan to keep your business within the family, read this article and comment below how you plan to keep your business going, generation after generation.

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.

What are some ways you plan on getting more income in retirement? Let me know below.

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Tax considerations in retirement. | New York Life

Did you know the amount of tax you owe at retirement depends on your income, your retirement plan, and the timing of your withdrawals? Let’s talk tax considerations in retirement.

newyorklife.com The amount of tax you owe at retirement depends not only on your income, but also on the type of your retirement plan and the timing of your withdrawals; you’ll want to consider retirement strategies that provide tax-deferred growth and tax efficiency.

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.

newyorklife.com

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

Every business owner wants the best for their employees. While traditional benefits offer them a level of protection, you want to provide them with more. What benefits do you feel your employees want the most? 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.

Whether it's dining out, spoiling your grandkids, or exotic vacations, when you plan ahead for retirement more things are possible. Sound off below with your retirement dreams and let's come up with a strategy that will help you do more of what you want.

newyorklife.com

Investment strategy and taxes. | New York Life

Investment income could impact your taxes. Let’s work to minimize it.

newyorklife.com Although investing wisely is essential to building and protecting your assets, the additional income you earn can also affect the amount you pay in taxes.

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WSJ: Inheriting IRAs Just Got Complicated, Thanks to New Retirement Overhaul

This article takes a close look at the new SECURE Act and how it could affect your retirement and legacy plans. It’s worth a read—especially if you are planning to use a traditional or Roth IRA to leave money to heirs.

webreprints.djreprints.com The new spending package curtails the Stretch IRA

While interest rates may be on the rise, they are still near historic lows. Read this article to see why now may be the opportune time to review your clients' estate plans.http://thenautilusgroup.com/nautilusnavigator/estateplanninginarisinginterestrateenvironment.pdf

newyorklife.com

Estate Planning - Protect Your Family's Finances | New York Life

A well-structured estate plan will help protect your family's finances while you're alive and after you're gone. With a team of professionals, we can help you safeguard your legacy and assets this tax season.

newyorklife.com Whether you're looking to create a will or grant someone power of attorney, learn how estate planning with New York Life can protect your family and finances.

newyorklife.com

Life Insurance - Financial Protection For Your Family | New York Life

Protecting the people around the table today means planning for their future. Learn how life insurance can help give you the peace of mind and security your family deserves.

newyorklife.com Life Insurance from New York Life offers protection at its core, but it can do so much more! Learn from our financial professionals what it has to offer you.

[04/11/20]   "I don’t think of work as work and play as play. It’s all living." ~Richard Branson

[04/10/20]   The newly enacted CARES Act raises questions on how the stimulus plan will provide benefits to individuals and business owners. Join us as we host CPA Robert Keebler CPA/PFS, MST, AEP®, for a timely and informative webinar that will discuss income tax benefits and considerations, and help answer some of the questions you may have with your planning during this time.
Click here to register for this webinar and please note attendance is limited.
Http://thenautilusgroup.com/nautilusnavigator/keebler-cares-webinar-series.pdf

newyorklife.com

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

Supplement your employees' benefits with an extra option that never goes out of style.

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.

Planning for retirement is no easy task. What steps have you taken to make the process easier for you? Let me know in the comments below.

[04/09/20]   Policy Evaluation 101: Is your insurance of the appropriate type, amount, and duration? I can help you determine if it is.

Having reliable income in retirement means having the ability to enjoy it. What steps have you taken to set yourself up for the best retirement possible? Share your comments below.

www.newyorklife.com

For many business owners, their employees are like a second family. What have you done to show your employees how much they mean to you? Let me know below.

newyorklife.com

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Protected today. Prepared for tomorrow. | New York Life Insurance

New York Life's term life insurance offers flexible options for whatever your needs may be.

Not all term life insurance is created equal. Our term life can help you protect your loved ones today, and be prepared for tomorrow’s opportunities and chal...

www.newyorklife.com

One reason may be enough, but here are six reasons why life insurance is the perfect way to help build your financial legacy and protect your family.

newyorklife.com

www.newyorklife.com

Our term life insurance offers customizable solutions to ensure you and your loved ones are financially prepared for whatever comes next.

newyorklife.com

www.newyorklife.com

While nothing can replace you, having life insurance means that if something unexpected happens to you, your loved ones will be protected financially.

newyorklife.com

Do you know some of the advantages of waiting to claim your Social Security benefits? If you're planning on postponing, how are you bridging your income gap before you claim? Like if you'd like to discuss some strategies.

No matter where the road leads, being financially prepared helps you get where you're going. Like this post if you want more information about New York Life's customizable term life.

www.newyorklife.com

While nothing can replace you, having life insurance means that if something unexpected happened to you, your loved will be protected financially.

newyorklife.com

[03/25/20]   Policy Evaluation 101: Are your insurance and retirement plans set up properly to help achieve your objectives? Let’s review them together.

www.newyorklife.com

Worried about your portfolio?: A Morningstar study found you can get similar return with potentially less risk by adding whole life insurance to the mix. Learn more.

newyorklife.com

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For over 175 years, @NewYorkLife has been there for our policy holders when we’re needed most. As we all do our part in the fight against the Coronavirus, protection is a priority we all share. Please reach out to me with any questions you may have.

newyorklife.com

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We protect you so you can protect what's important to you. Learn how life insurance can be the best way to keep your loved ones protected.

newyorklife.com

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Protecting Your Business

How can businesses prepare against the loss of an owner?

This is "Protecting Your Business" by The Nautilus Group® on Vimeo, the home for high quality videos and the people who love them.

New York Life South Texas General Office

Happy 10th NYL Anniversary to Jacob D. Mokry!!

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7 Ways High Earners Sabotage Their Finances

Here's how to preserve everything you've worked hard for.

blog.credit.com Here's how to avoid letting your good salary slip through your fingers.

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Location

Telephone

Address


118 Broadway, Suite 606
San Antonio, TX
78205
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