Zoe Batie-NYL Agent

06/16/2026

I've recently been working with a client on preserving her mother's estate, & it got me thinking......

Grief doesn't just affect your emotions—it can affect your financial decisions, too.

After the loss of a spouse, parent, or loved one, many people find themselves facing major financial choices while carrying an immense emotional burden.

If you've ever felt overwhelmed, frozen, or unsure of what to do next, that's not a sign of weakness.

It's a normal human response to loss.

The truth is that some of the most important financial decisions are often made during some of life's most difficult seasons.....

That's why giving yourself permission to pause, ask questions, and seek guidance isn't avoiding the decision—it's honoring the significance of it.

You don't have to have all the answers today.

You just need to take the next right step.

06/16/2026

Many Gen Xers worry they haven't saved enough, but experts say there is still time to strengthen retirement finances.

06/15/2026

I've seen many women inherit assets, accounts, or property—and suddenly find themselves responsible for significant financial decisions they were never prepared to make.

An inheritance can create opportunity, but it can also create uncertainty.

Questions like:
• What should I do first?
• How do I preserve what I've received?
• How does this fit into my long-term goals?
• Who can I trust to help guide me?

The reality is that wealth transfer and wealth stewardship are two very different things.

The women who preserve and grow generational wealth aren't necessarily the ones who inherit the most—they're the ones who build a thoughtful plan around what they've inherited.

If you've recently received an inheritance, take a moment before making major decisions.

A financial windfall deserves a financial strategy.

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4ojTLXs

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

05/29/2026

Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

05/28/2026

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/4uAXceG

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.