Advanced PlanningAs an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs. To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site. Neither New York Life nor we provide legal or tax advice. |
Heidi New
Licensed Agent
New York Life
Contact Us
Heidi New
Licensed Agent
New York Life
Contact Us
Calculators
-
Life Insurance
How much Life Insurance do I need?
-
Life insurance proceeds
How long will my current life insurance proceeds last?
-
Current Retirement Savings
Are my current retirement savings sufficient?
-
Long-Term Care
How much do long-term care services cost?
Newsletters
-
HOT TOPIC: SECURE 2.0 Aims to Brighten the Future for Retirement Savers
This article provides an overview of upcoming changes that could affect workplace retirement plan participants and IRA owners due to legislation passed by Congress at the end of 2022.