Not everyone thinks about retirement income in the same way.
WATCH VIDEOWe hope the worst won't happen, but sometimes it does. Leave a legacy of love and financial security - make getting life insurance a priority.
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Plan to always protect the ones you
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When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
Victoria Serles, Shane Payette, Jimmy Averitt, Brittany Gabelein, and Kevin Kepler, are separately registered as investment adviser representatives ("IAR") with Eagle Strategies LLC, a Registered Investment Adviser, collectively offering advisory services in the states of AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, NC, NJ, OK, OR, PA, SC, TX, VT, and WA. As such, these services are strictly intended for individuals residing in these states.
Victoria Serles, Shane Payette, Jimmy Averitt, Brittany Gabelein, and Kevin Kepler are also Registered Representatives of and offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, Licensed Insurance Agency and a New York Life company. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, FL, ID, LA, MA, MT, NC, NJ, OK, OR, PA, TX, VT, and WA.. No offers may be made or accepted from any resident outside the specific states referenced.