Charlene

03/04/2022

A new IRS rule will allow retirees leaving the workforce at age 59 ½ to take out more money each year without incurring a 10% tax penalty on each withdrawal. Learn more about the new rule in this article.

Those younger than 59½ can now withdraw more from IRAs, 401(k)s or other qualified retirement accounts without a 10% early withdrawal penalty. It’s all because the IRS changed how to calculate Substantially Equal Periodic Payments. But beware of the risks.

03/03/2022

If you receive a Form 1099 from the IRS, don't ignore it. Take a look at what you need to know about filing these critical tax forms.

Don't assume you're off the hook for reporting income if you don't receive a Form 1099 by February or even March. Some companies issue Forms 1099 late. Even if you never receive a Form 1099, if you receive income, you must report it.

03/02/2022

It’s no secret that many pre-retirees and retirees may not have enough retirement savings, but this article explores how the Great Resignation could provide solutions to growing your retirement income.

Pre-retirees and recent retirees can significantly improve their financial security by working a few years in retirement, and they may have advantages over younger workers.

12/17/2021

Protecting your new little one means more than childproofing your home. Have you taken steps to keep them and yourself on the right financial track? Let me know below.

12/10/2021

With a new child comes a lifetime of unforeseen events. If you're a new parent, let me know in the comments below some of the unexpected moments so far for you.

12/03/2021

New baby? Crib, check. Onesies, check. Diapers, check. Sleep deprivation, check. Financial protection? Let me know what steps you have taken to protect your family's financial future in the comments below.

11/26/2021

What are some unexpected financial challenges you are facing as a new parent? Let me know in the comments below.

11/19/2021

Wanting to protect your child comes naturally. From childproofing your home to starting a college savings plan, what steps have you taken to protect your child physically and financially? Let me know in the comments below.

11/12/2021

If you are a caregiver to someone, we want you to know that you're not alone (and not just because it's ). Learn the basics of caregiving and reach out when you're ready. I'm here to help.

It’s important to create a plan to help protect yourself and your family from the financial and emotional impact of a possible long-term care event.

08/05/2021

The closer you get to retirement, the more your needs can change. That's why having life insurance protection that offers flexibility is a must. Let's talk about how you can have the coverage you need, when you need it most, with a portfolio approach.

Looking for protection, but not something permanent? Explore term life insurance from New York Life and protect your family for a set period of time, today!