Chet Votruba, Financial Services Professional with NYLife Securities LLC

Seniors with dependents, the deadline for your extra stimulus check has been extended until Sept. 30.

New York Life CEO Ted Mathas recently appeared on a variety of national and local media outlets discussing the #BraveofHeartFund at E4E Relief created to support healthcare workers on the frontlines of the COVID-19 fight and their families. https://nyl.co/2Mme5q2

You planned the flowers, invitations, and guest list perfectly. Now it's time to plan the rest of your life. Together, we can come up with a financial strategy that can help you live happily ever after.

Everything you need to know about income annuities (and then some).

On December 22, 2017, the Tax Cuts and Jobs Act was signed into law. One of the key provisions in the Act is a 20% deduction for qualified business income under the new Internal Revenue Code section 199A. To better understand how this provision is helping business owners and individuals, read this article featuring CPA Robert Keebler: thenautilusgroup.com/nau/keebleroverviewofqbisection199.pdf.

The end zone is you living out your retirement dreams. Keep an eye out for these pitfalls as you move the ball down the field.

We can help you get started on a financial strategy together.