Zayed Rodriguez MSc, RICP - Wealth Engineer and Business Consultant

12/31/2021

Is improving your financial health a priority for you this year? Once the celebrations settle down, let's talk about your options. It's easier to start making a difference than you may think.

12/24/2021

Wishing everyone a happy and healthy holiday season!

12/01/2021

What can you do to maximize your Social Security benefit? For starters, watch this video from AARP and see why collecting at age 70 can pay off handsomely.

Good things come to those who wait. From the time you reach full retirement age, your maximum monthly benefit will increase for each month you hold off on collecting until you reach age 70.

11/30/2021

When you prepare for the future, you want all your bases covered. See how NYL My Care can be an affordable way to help position you for a worry-free retirement. https://bcove.video/2tmwLN0

11/25/2021

Happy ! Today, give thanks for your loved ones, the time you spend together, and the memories you make. When the festivities have quieted, give me a call and we'll talk about how to protect them.

When you add whole life insurance to your financial portfolio, it can work for both you and your family. Learn how this type of investment can support your goals.

11/24/2021

Worried about Social Security not being around when you need it? Thinking about taking benefits at age 62? This video from AARP cuts through some of the misinformation surrounding Social Security and gives you some facts to help make an informed decision.

There’s a lot of misinformation about Social Security out there. Is it going broke? Do you take out what you pay in? Is it best to collect when first eligible? Find out the answers in this video.

11/23/2021

Sometimes preparing for retirement takes more than saving money. See how NYL My Care provides valuable protection, priced to suit your budget. https://bcove.video/2tmwLN0

11/19/2021

Looking to retiring early? Before you hand in your retirement notice, here are a few things you may want to be aware of.

As pandemic restrictions ease, 10 key factors related to the cost of living can help you decide if moving up your retirement date is a good idea.

11/18/2021

Think you’ll earn $1 million or more before retirement? If so, be sure to watch this video and see how our Million Plus Level Term Life Insurance can help protect your family’s lifestyle—for less than you might expect. As always, I’m here to help.
https://bcove.video/3vw7P4x

11/17/2021

5 Best Strategies: Year-End Retirement Tax Planning for 2021
New tax proposals highlight the need for making money moves before December 31!
Today November 17 2021 at 1PM EST Ed shares timely ideas
Space is limited, register today by clicking on the link:
https://event.on24.com/wcc/r/3476425/F62EA77F555DDC385D7DD6D9C9E2BB91?partnerref=0175607