Stephen M. Beaty, Agent with New York Life

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Stephen M. Beaty, Agent with New York Life Agent with New York Life fluent in Spanish & English helping individuals & families develop a sound financial strategy I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

5400 Riverside Drive
Suite 102
Macon, GA 31210

Come and enjoy music dancing lots of fun for all!   Nos vemos allí!!!
10/20/2026

Come and enjoy music dancing lots of fun for all!
Nos vemos allí!!!

🎉 ¡Qué alegría ver todo lo que está logrando el Festival Hispano de Macon-Bibb! ❤️💃 ¡Ya hasta tiene su propio banner publicitario!

Ver cómo nuestra fiesta se hace presente en la ciudad nos llena de emoción y orgullo.

🙏 Gracias a Keys Mark por apoyar esta celebración de nuestra cultura y nuestra comunidad.

📅 ¡Nos vemos este 24 de octubre, de 1:00 p. m. a 7:00 p. m., en Cherry Street Plaza, Macon!

🎶 ¡Vengan con toda la familia a celebrar nuestras raíces, nuestra música y la alegría de estar juntos! ¡Esta fiesta es de todos! 🎊

Macon-Bibb Hispanic Festival

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your ...
10/19/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4ysD0Ni

Saturday, October 24!!!! Come enjoy the beautiful dancing and music. Come see me, too!!!
10/18/2026

Saturday, October 24!!!! Come enjoy the beautiful dancing and music. Come see me, too!!!

THE STAGE IS SET!

From traditional dances celebrating our roots to live music that’ll have everyone on their feet, we’ve got an AMAZING lineup for this year’s Macon-Bibb Hispanic Festival! 🌎❤️

🇵🇦🇨🇴 Get ready for colorful cultural performances, talented local students, salsa, regional Mexican music, and so much more!

📲 SAVE THIS SCHEDULE so you don’t miss your favorite performances!

📅 Saturday, October 24
⏰ 1:00–7:00 p.m.
📍 Cherry Street Plaza | Downtown Macon
🎟️ FREE admission!

Bring your family, bring your friends, and come celebrate our cultures with us!

¡EL ESCENARIO ESTÁ LISTO!

Desde bailes tradicionales que celebran nuestras raíces hasta música en vivo que pondrá a todos a bailar, ¡tenemos un INCREÍBLE programa de entretenimiento para el Festival Hispano de Macon-Bibb de este año! 🌎❤️

🇵🇦🇨🇴 ¡Prepárense para disfrutar de coloridas presentaciones culturales, talentosos estudiantes locales, salsa, música regional mexicana y mucho más!

📲 ¡GUARDA ESTE PROGRAMA para que no te pierdas ninguna de tus presentaciones favoritas!

📅 Sábado, 24 de octubre
⏰ 1:00 a 7:00 p.m.
📍 Cherry Street Plaza | Centro de Macon
🎟️ ¡Entrada GRATIS!

¡Trae a tu familia, invita a tus amigos y ven a celebrar nuestras culturas con nosotros!

10/15/2026

Small actions taken consistently can make a meaningful difference over time. For many individuals, annual Roth IRA contributions may help create additional flexibility in retirement through the potential for tax-free growth.

While $8,000 per year may not seem significant on its own, the long-term impact can add up. If you'd like to explore how consistent saving could support your retirement goals, let's schedule time to discuss.

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children ca...
10/13/2026

Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.

PROUD FATHER ALERT!!! I got a call from my daughter that she had the day off & she wanted to buy me dinner for my birthd...
10/13/2026

PROUD FATHER ALERT!!!

I got a call from my daughter that she had the day off & she wanted to buy me dinner for my birthday. We both picked the best Latin American dining experience in Macon Georgia; Vida Latín Kitchen . If you haven’t been yet you are truly missing out. But most of all I love my family above all else and time spent with her was so heartwarming. Te quiero tanto mi amorcita.

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can...
10/10/2026

Where your retirement savings are held can influence how your income is taxed in retirement. Different account types can provide different tax treatment and may create opportunities for greater flexibility over time.

Coordinating withdrawals across accounts may help support a more efficient retirement income strategy. Let's discuss whether your assets are positioned to support your long-term goals.

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted ...
10/09/2026

A Roth conversion may create additional flexibility in retirement, but timing matters. Recent tax changes have prompted many individuals to take a fresh look at how Roth conversion strategies fit within their broader financial picture.

Every situation is different. If you're interested in exploring whether a Roth conversion strategy may benefit you, let's talk about the opportunities and considerations involved.

10/01/2026

We're proud to be named to Barron's 100 Best Annuities list for 2026.

At New York Life, we're committed to making annuities easier to understand and easier to use, helping you navigate retirement with greater confidence. We're honored by this recognition and remain dedicated to providing solutions designed to help you build a secure financial future and protect what matters most.

Read Barron’s article: https://bit.ly/4hKTGKK

New York Life Annuities is honored to be named to Barron's 100 Best Annuities list for 2026. This recognition reflects our ongoing commitment to helping financial professionals make retirement planning easier for their clients through solutions, tools, and support designed to bring greater clarity a...

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. T...
09/30/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

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5400 Riverside Drive Suite 102
Macon, GA

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