Bring your career to life
It all starts with you
You planned for
her arrival

Plan to always protect the ones you
love most.
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New York Life is dedicated to serving professional advisors
We're right here
with you
A legacy of love

We 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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Bring your career to life
We're in this together
Your employees count on you

And you can count on us for affordable, voluntary benefits programs for your business.
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Great Rewards

Learn how great rewards begin with
the first step.
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What do you want
to do?
We have the answers... and we're happy to share
We're right here
with you
We have the answers... and we're happy to share
Bring your career to life
We're here
to help
What's your retirement income mindset?

Not everyone thinks about retirement income in the same way.
WATCH VIDEO
You planned for
his arrival

Plan to always protect the ones you
love most.
WATCH VIDEO

Newsletters

Will you outlive your retirement income? Are your financial expectations for the coming year realistic?

Our financial newsletters are designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.

March

Key Retirement and Tax Numbers for 2021

IRS cost-of-living adjustments affect retirement plan contribution limits and certain tax considerations. Explore these 2021 adjustments.
Is Your Home Office Also a Tax Shelter?

This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.

February

HOT TOPIC: Pandemic Relief Measures and Your Tax Return

This article discusses various tax issues stemming from the two tax relief bills passed in 2020 in response to the pandemic and how they may affect you.
Watch Out for These Financial Pitfalls in the New Year

Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
When You Can’t Speak for Yourself

Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Big Data for Smaller Players

Read how small businesses use software services to help streamline operations, understand customers, optimize websites, and find new markets.

January

Prepare Your Finances for the Next Emergency

The pandemic has underscored the importance of a well-stocked emergency fund. This article offers tips for building up a cash reserve.
Gift vs. Inheritance: Consider the Tax Difference

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.
Take Advantage of Deductions for Business Investments

A look at bonus depreciation and Section 179, plus CARES Act changes that may benefit companies that reconfigured spaces for safety reasons.

December

HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.
Full House: Adult Children Coming Home

If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.

November

Three Questions to Consider During Open Enrollment

Making benefit elections for next year? This article covers three key areas that require careful consideration during open enrollment.
Your Estate: Have You Looked at These Legal Documents Lately?

This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
Four Steps to Rebuilding Your Business

Small-business owners may need to think on their feet and visualize what a recovery might look like for their operations post COVID-19.

October

Business Cycle Basics: Recessions Begin and End Before We Know It

This article discusses how economists identify and measure economic contractions and compares some characteristics of past recessions.

September

Could You Be Responsible for Your Parents’ Nursing Home Bills?

Filial responsibility laws can hold children responsible for certain parental debts. This potential liability is one reason to plan for long-term care needs.
Survivor Benefits Provide a Financial Lifeline

Decisions made when claiming Social Security retirement benefits can make a big difference in spousal and other dependents’ survivor benefits.
Student Loan Stress? These Plans Might Help

This article outlines the basic provisions of income-driven repayment plans that can help reduce the burden of federal student loans.

August

HOT TOPIC: College Disrupted: Students Face High Costs and Pandemic Impact

Paying for college can mean borrowing money or risking savings. This article focuses on financial aid and the importance of informed academic choices.
Debit or Credit? Pick a Card

Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
Crisis Relief: Financial Lifelines for Affected Workers

Temporary crisis relief legislation makes it easier to access retirement account funds and extends paid leave for workers at some small businesses.

July

The Beige Book: A Timely Economic Read

The Federal Reserve’s “Beige Book” provides a broad overview of the economy that is often essential for making economic policy decisions.
Quarterly Taxes: Deadlines Keep Coming for the Self-Employed

If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?

June

Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Calculators

Savings in Retirement

I'm retired, how long will my savings last?
Burial and Final Expenses

What are my needs for burial and final expenses?
Student Loans

Will I be able to pay back my student loans?
Spending Habits

How much am I spending?

More Calculators »

Newsletters

HOT TOPIC: How COVID-19 Has Changed Consumer Behavior and the Future of Retail

This article looks at the “new normal,” its effect on consumer behavior and the retail industry, and what that could mean for the economy.

More Newsletters »

Sangita Datta | Agent

Contact Us

Bring your career to life

It all starts with you

You planned forher arrival

New York Life is dedicated to serving professional advisors

We're right herewith you

A legacy of love

Bring your career to life

We're in this together

Your employees count on you

Great Rewards

What do you wantto do?

We have the answers... and we're happy to share

We're right herewith you

We have the answers... and we're happy to share

Bring your career to life

We're hereto help

What's your retirement income mindset?

You planned forhis arrival

Newsletters

March

February

January

December

November

October

September

August

July

June

Sangita Datta | Agent

Contact Us

Please Confirm

You planned for
her arrival

We're right here
with you

What do you want
to do?

We're right here
with you

We're here
to help

You planned for
his arrival