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Does managing personal goals for investments, protection, retirement and estate planning seem overwhelming? Together we can plan for your most important goals. Take a look at this video to gain a greater sense of our planning process. bcove.video/3MgIuFR

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed. bit.ly/3TRt7ID

The Social Security overpayment problem worsened in October, now standing at $23 billion. Here’s how the Social Security Administration will try to recoup the overpayment. bit.ly/47gYKhA

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

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later. bit.ly/3RC3Gbc

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.

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

Life insurance isn’t for you, it’s for those who have to carry on without you. #InsureYourLove

Happy Valentine’s Day! Today reminds us of the promises we’ve made to our loved ones—to love, cherish, guard and protect. #InsureYourLove

Wishing everyone a day filled with family, unity, and the spirit of democracy as we honor and reflect on the leaders who shaped our great nation. #PresidentsDay

It’s that simple. #InsureYourLove

With a new child, your taxes will get more complicated. But you may qualify for some of the new tax credits and deductions. Here’s what you need to know for the 2024 tax season. bit.ly/3SUJORc

Creating a budget is the first step toward financial success. With these five easy steps, you can take control of your personal finances, work to achieve your goals, and gain the confidence to build a better future. bit.ly/4cm6B15

Annuities can be an appealing option for your retirement plan for those who want or need a steady, long-term income stream. But is it's right for you? Here’s what you should know. bit.ly/3TCcUVJ

As the primary caregivers in our society, women know the importance of having a strategy for long-term care. Help protect your future and those you love. Click here to learn more. nyl.co/3xlsFcc

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A recent study showed that people who own life insurance feel more optimistic about their family's financial future. Contact me to learn more. nyl.co/4bdZxCg

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A recent study showed that people who own life insurance feel more secure in their financial decisions. Contact me to learn more. nyl.co/4bnQ4IO

Today is a day of celebration and hope, as we reflect on the struggle for equality African Americans have faced throughout history.