Confident Today. Assured Tomorrow.
Even in today's world, you can trust your actions. You can feel good about today and tomorrow.
How? By using financial strategies that we've fully researched and discussed with you.
Not using enough 'researched and discussed' strategies can hurt your results. You may constantly feel uneasy, with concerns like: "Can I do more for my family? For myself? Can I lower my income taxes? Or my estate taxes? Will I regret lost wealth? Or missed opportunities?"
Financial data and 'advice' seems to come from everyone and everywhere. We help you cut through the clutter and decide what's right for you. This time-saver is especially valuable for professionals—and anyone who's busy.
'Researched and discussed' strategies means feeling financially sure about protecting all you love, enhancing wealth and reaching your goals. Want to feel good and sure, about today and tomorrow?
Simply call or email today, to get started in minutes. And. . . .
Welcome to . . . . www.NYFinancialStrategies.com
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1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is Your Financial House Haunted?
There is nothing to fear but fear itself, especially when it comes to personal finances.
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More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
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How Medicare can address health care needs in your retirement strategy.
A letter of instruction provides additional and more personal information regarding your estate.
If the recent COVID-19 crisis has you feeling a little overwhelmed about retirement, you’re not alone. Uncertainty leading to global market volatility can seem alarming when it comes to your retirement accounts, but it doesn’t have to be.
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What kind of auto insurance should you have? Do you know?
How federal estate taxes work, plus estate management documents and tactics.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Whole life insurance can help protect what matters most: your family, your assets, and your legacy.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Learn why protecting your student loan payments is an important aspect of your income protection strategy.
What are your options for investing in emerging markets?
Why are 401(k) plans, annuities, and IRAs so popular?