Natalie Robinson, Licensed Agent with New York Life

03/11/2023

Do you know that inheriting assets can be more tax-efficient for loved ones than receiving gifts? Familiarize yourself.http://www.eaglestrategies.com/public_files/Planning-Essentials-A-Step-Up-in-Basis-and-Why-it-Matters-in-Estate-Planning-Eagle-Final1.pdf

03/10/2023

Whether you prefer predictability or flexibility, relationships and insurance policies are a lot alike—there's a match for everyone. Learn which type you are when it comes to protecting the ones you love most.

Learn the difference between universal and whole life insurance, and determine which policy from New York Life can help with your financial objectives.

03/09/2023

New data shows student loan borrowers are falling behind on repaying other debts. Here’s what struggling borrowers can do to get ahead.

More student loan borrowers are already struggling with other bills, but Biden’s forgiveness plan could help, a new study found.

03/08/2023

Paying for college can be hard for many young families no matter what state the economy is in. If you're looking for a little help, read these strategies and let's talk.

Trying to figure out how to pay for college? These long- and short-term strategies from New York Life will help you secure funds for a college education.

03/07/2023

Interest rate forecast shouldn’t be a significant factor in your annuity-buying decision. Instead, you should focus on its ability to create guaranteed lifetime income. Here’s why.

The relationship between annuities and interest rates often is misunderstood, leading to less-than-optimum decisions.

03/06/2023

This article explores how you can set financial boundaries to help you achieve your financial goals.

Setting money boundaries can be uncomfortable, but it's an empowering skill that can help protect yourself, your relationships and finances.

03/05/2023

According to the latest Wealth Watch survey, over half (53%) of Gen Xers do not have any retirement savings or a retirement strategy. If you're in the same boat, read the full report here and let’s discuss your options. Your future self will thank you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

03/04/2023

According to the latest Wealth Watch survey, Gen Xers reported the highest levels of anxiety and the lowest levels of hope regarding their finances when compared with other generations. Read the full report here and let’s come up with a strategy for you.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

03/03/2023

While market volatility can be unsettling, it's inevitable - so don't lose sight of your long-term goals. Here are tips for staying focused. https://www.eaglestrategies.com/public_files/Planning_Essentials_-_Putting_Market_Volatility_-_Eagle_-_final.pdf

03/02/2023

There's no better way to spend Month than with a little time spent boosting your financial literacy. Whether you want to protect your family's future, prepare for retirement, or even grow your wealth, these articles can help.

Discover insights from New York Life for the big and not so big decisions. Browse our wide assortment of financial resources and find the solutions you need!

03/01/2023

With inflation rising, now's a good time to make your portfolio more inflation-proof. Learn more. http://www.eaglestrategies.com/public_files/Inflation_Fact_Sheet_-_Eagle_-_final1.pdf

03/01/2023

Talking about life insurance can be difficult, but it’s a conversation that can be easier with the right information and support. That's why I'm here. Read these tips to get started and reach out if you need more guidance.

New York Life shares the importance discussing family finances and talking to your family about inheritance, guardianship and living wills.