Judy Kessler Block, Financial Services Professional with New York Life

02/05/2021

Outliving your savings is a concern many people face in retirement, but there are ways to protect yourself. Learn how annuities can help provide you with guaranteed lifetime income and peace of mind.

Understanding the different types of annuities can help you decide which could work best in reaching your financial goals.

02/03/2021

Interested in upside potential with principal protection? Let’s talk a new variable annuity that offers Index-Linked Accounts--protecting your capital from loss--and variable investment options for upside potential. Call me to learn more. https://dfinview.com/NewYorkLife/TAHD/indexflex

02/02/2021

Once you reach retirement, your taxes can change. That’s why it’s important to have all the information you need. This article can help you start preparing.

The amount of tax you owe at retirement depends not only on your income, but also on the type of your retirement plan and the timing of your withdrawals; you’ll want to consider retirement strategies that provide tax-deferred growth and tax efficiency.

01/27/2021

There are pros and cons to adding your kids to your credit card. See how they balance out for you.

Any charges are ultimately your responsibility, so be careful.

01/25/2021

What's in a name for your start up? Everything, if you pick the right one.

Choosing a business name isn’t easy, but these steps will set you up for success.

01/23/2021

This article busts the myth of the skipped payment — and helps you prepare for refinancing your mortgage.

Borrowers don't actually skip payments, but payment schedules shift during refinancing.

01/22/2021

Interest rates are key to the current bull market — here's why.

In 2000, the Fed Funds rate was near 5.85%, meaning investors had an alternative to booming tech stocks by getting a decent return from fixed income.

01/21/2021

APR? Interest Rate? Let's break it down.

Knowing how the interest rate and APR are different can help you comparison shop for a mortgage.

01/15/2021

Good news for your retirement taxes. New rules coming in 2022 could reduce your tax bill.

Starting in 2022, the amount you’ll be required to withdraw from your retirement accounts after age 72 will decline modestly—which means your tax bill will be smaller, too.

01/13/2021

If you're not saving for retirement, check out these two reasons for starting early.

She didn't have a clear idea of her future retirement when she started saving at 24. But with growing investment accounts, her options are open.

01/11/2021

We've all heard that a lemonade stand is a great way to teach your kids about money. Here are five more.

The Oracle of Omaha even made his own cartoon to help the next generation learn.

01/08/2021

Inhale…exhale…And now you're ready to dig into these W2 changes.

Employers who gave out coronavirus paid leave and/or deferred an employee’s Social Security tax must understand what it means for Form W-2 reporting.