Rashi Poddar CFA, CFP

04/07/2023

The great thing about is you have 364 days to prepare for the next one. To help get the ball rolling, learn how these retirement tax strategies can help you in later years.

Read how to potentially minimize taxes on retirement income by using these tax planning strategies for and tax advantaged accounts.

04/05/2023

This year, Tax Day is Tuesday, April 18. If you can’t file your taxes on time, you can request an extension before the deadline – more time to get your finances in order.

12/31/2022

Happy New Year to you and your loved ones! Let's toast to yesterday's achievements and tomorrow's bright future.

12/24/2022

The best present one can hope for this year is to spend time together. From my family to yours, Merry Christmas.

12/19/2022

Paying for college can be a big financial burden for many parents. But with a little flexibility and preparation, you can help your child afford the education they need to succeed. Read these tips and reach out if you need any help.

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.

12/16/2022

Sarah and Jay’s children were the most important people in their lives, so they purchased life insurance to prepare for the unexpected. When Jay succumbed to a heart condition, it provided a financial lifeline for those he left behind. Smart insurance preparation ensured that emotional struggles weren’t compounded by financial hardship. Watch their full story here https://bit.ly/3WlHseb

12/15/2022

Whether you're caring for children, parents, siblings, and/or grandparents, the holidays are the perfect time to have important financial discussions with your family. Read these tips and let's explore your options together.

Learn more about the importance of talking to your family about inheritance, guardianship and living wills.

12/14/2022

Unlike toys, clothes, or games, life insurance is a gift that can’t be outgrown. Contact me to learn how permanent life insurance can help you give the children in your life the greatest gift of all—the gift of a more secure future.

11/24/2022

Happy Thanksgiving! Today, give thanks for your loved ones, the time you spend together, and the lifetime of memories you share.

11/11/2022

On , we honor and give thanks to those who bravely serve our country and protect us every day.

09/30/2022

Only 4 in 10 workers believe their employer does a good job in communicating what life insurance benefits are available to them. As a New York Life agent, I am specialized in providing financial guidance to you and your employees. Let's talk about the available options for you.

Improve workplace morale with New York Life group employee benefits and insurance product offerings for small businesses.