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| financial professional new york life: Financial Therapy Bradley T. Klontz, Sonya L. Britt, Kristy L. Archuleta, 2014-09-10 Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs (money scripts) that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy. |
| financial professional new york life: The White Coat Investor James M. Dahle, 2014-01 Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a Backdoor Roth IRA and Stealth IRA to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place. - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research. - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books This book should be in every career counselor's office and delivered with every medical degree. - Rick Van Ness, Author of Common Sense Investing The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk. - Joe Jones, DO Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis. - Dennis Bethel, MD An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust. - Greg E Wilde, M.D Scroll up, click the buy button, and get started today! |
| financial professional new york life: The Financial Diet Chelsea Fagan, Lauren Ver Hage, 2018-01-02 A guide to personal finance that will help teach budgeting skills, stocking a budget-friendly kitchen, talking to friends about money, investing, and more. |
| financial professional new york life: The Finance and Commerce of New York and United States , 1903 |
| financial professional new york life: Activate Your Brain Scott G Halford, 2015-05-05 A Wall Street Journal Bestselling ebook! Axiom Business Book Bronze Award Winner Push your brain to full power, for success at the office and at home Would you like more control over your life and your work? Would you like greater stamina as you carry out your daily tasks? How about more significance and meaning as you move forward in your career? Scott Halford shows us how we can all find these things if we simply understand how to activate the full potential of the brain. This incredible organ is still full of mystery, but we know enough to harness its power better than ever before. We just have to recognize how the brain works, and understand the actions we can take to help it perform at its best. Combining research, anecdote, and inspiration, Activate Your Brain shows you how small steps toward better brain function and management can eventually lead to success on a whole new level. Each chapter offers “Activations”—exercises that help optimize your brain function to . . . • increase your focus, • build self-confidence and willpower, • manage distractions, • reduce negative stress, • collaborate effectively with others, • and much more. In the end, Activate Your Brain is an indispensable collection of practical things you need to know about your wonderful brain—which, when fully harnessed, can give you more of the fulfilled life you seek. |
| financial professional new york life: The Simple Dollar Trent Hamm, 1900 This is the eBook version of the printed book. If the print book includes a CD-ROM, this content is not included within the eBook version. The Simple Dollar can change your life. Trent Hamm found himself drowning in consumer debt, working in a job he couldn't stand ... and figured out how to escape that debt and build the fulfilling career he'd always dreamt about, all at the same time. Hamm shared his experiences at TheSimpleDollar.com-and built it into one of America's top personal finance websites. Now, The Simple Dollar is a book: packed with practical tips, tools, and lessons you can us. |
| financial professional new york life: Interviews With Top Producing Insurance Agents David Duford, 2018-08-06 The Best Way To Become A Top Producing Insurance Agent... Is To LEARN From A Top Producing Insurance Agent! Are you a new or struggling insurance agent? Are you in search of guidance and direction on how to have an enormously successful career in selling insurance? If so, Interviews With Top Producing Insurance Agents will show you - by example - how 13 six- and seven figure earning insurance agents from a variety of insurance sales backgrounds not only achieved success, but continually sustain success, year after year! You'll get the truth on what it takes to become successful, how to deal with the trials and tribulations that come with selling insurance, and how to position yourself as an individual with value, so you will attract more insurance business. Dave Duford interviews top producing insurance agents and agencies from the following insurance niches: final expense, Medicare Supplement sales, large -employer employee benefits, annuity sales, disability insurance, selling insurance telephonically, and much more. If your goal is to improve your results selling insurance, no matter what type you sell, then this candid, over the shoulder interview into the details of top producing agents will help you immensely. |
| financial professional new york life: The Ultimate Retirement Guide for 50+ Suze Orman, 2020-02-25 The instant NEW YORK TIMES BESTSELLER WALL STREET JOURNAL BESTSELLER PUBLISHERS WEEKLY BESTSELLER USA TODAY BESTSELLER #1 PERSONAL FINANCE EXPERT Revised & Updated for 2023 THE PATH TO YOUR ULTIMATE RETIREMENT STARTS RIGHT HERE! Retirement today is more complex than ever before. It is most definitely not your parents' retirement. You will have to make decisions that weren't even part of the picture a generation ago. Without a clear-cut path to manage the money you’ve saved, you may feel like you're all on your own. Except you're not—because Suze Orman has your back. Suze is America's most recognized personal finance expert for a reason. She's been dispensing actionable advice for years to people seeking financial security. Now, in this revised and updated Ultimate Retirement Guide for 50+, which reflects recent changes in retirement rules passed by Congress, Suze gives you the no-nonsense advice and practical tools you need to plan wisely for your retirement in today's ever-changing landscape. You'll find new rules for downsizing, spending wisely, delaying Social Security benefits, and more—starting where you are right now. Suze knows money decisions are never just about money. She understands your hopes, your fears, your wishes, and your desires for your own life as well as for your loved ones. She will guide you on how to let go of regret and fear, and with her unparalleled knowledge and unique empathy, she will reveal practical and personal steps so you can always live your Ultimate Retirement life. I wrote this book for you, Suze says. The worried, the fearful, the anxious. I know you need help navigating the road ahead. I've helped steer people toward happy and secure retirements my whole life, and that's exactly what I want to do for you. |
| financial professional new york life: Profit First Mike Michalowicz, 2017-02-21 Author of cult classics The Pumpkin Plan and The Toilet Paper Entrepreneur offers a simple, counterintuitive cash management solution that will help small businesses break out of the doom spiral and achieve instant profitability. Conventional accounting uses the logical (albeit, flawed) formula: Sales - Expenses = Profit. The problem is, businesses are run by humans, and humans aren't always logical. Serial entrepreneur Mike Michalowicz has developed a behavioral approach to accounting to flip the formula: Sales - Profit = Expenses. Just as the most effective weight loss strategy is to limit portions by using smaller plates, Michalowicz shows that by taking profit first and apportioning only what remains for expenses, entrepreneurs will transform their businesses from cash-eating monsters to profitable cash cows. Using Michalowicz's Profit First system, readers will learn that: · Following 4 simple principles can simplify accounting and make it easier to manage a profitable business by looking at bank account balances. · A small, profitable business can be worth much more than a large business surviving on its top line. · Businesses that attain early and sustained profitability have a better shot at achieving long-term growth. With dozens of case studies, practical, step-by-step advice, and his signature sense of humor, Michalowicz has the game-changing roadmap for any entrepreneur to make money they always dreamed of. |
| financial professional new york life: The Truth about Money Ric Edelman, 2005 Explaining difficult concepts in plain English with a breezy style, this third edition has new material covering new tax laws, retirement savings strategies, a chapter on identity theft, and question-and-answer sidebars. |
| financial professional new york life: My Misspent Youth Meghan Daum, 2014-12-23 The cult classic essay collection from “one of the most emotionally exacting, mercilessly candid, deeply funny . . . writers of our time” (Cheryl Strayed, The New York Times Book Review). First published in 2001, My Misspent Youthcaptured a generation’s uneasy coming of age as the world made its chaotic way into a new millennium. It also established Meghan Daum as a leading literary voice, widely celebrated for her fresh, provocative approach to the hidden fault lines of America’s cultural landscape. From her New Yorker essays about the financial demands of big-city ambition and the ethereal, strangely old-fashioned allure of cyber-relationships to her dazzlingly hilarious riff about musical passions that give way to middle-brow paraphernalia, Daum delves into the center of things while closely examining the detritus that spills out along the way. With precision and well-balanced irony, Daum implicates herself as readily as she does the targets that fascinate and horrify her. |
| financial professional new york life: Financial Peace Dave Ramsey, 2002-01-01 Dave Ramsey explains those scriptural guidelines for handling money. |
| financial professional new york life: Broke Millennial Erin Lowry, 2017-05-02 WASHINGTON POST “COLOR OF MONEY” BOOK CLUB PICK Stop Living Paycheck to Paycheck and Get Your Financial Life Together (#GYFLT)! If you’re a cash-strapped 20- or 30-something, it’s easy to get freaked out by finances. But you’re not doomed to spend your life drowning in debt or mystified by money. It’s time to stop scraping by and take control of your money and your life with this savvy and smart guide. Broke Millennial shows step-by-step how to go from flat-broke to financial badass. Unlike most personal finance books out there, it doesn’t just cover boring stuff like credit card debt, investing, and dealing with the dreaded “B” word (budgeting). Financial expert Erin Lowry goes beyond the basics to tackle tricky money matters and situations most of us face #IRL, including: - Understanding your relationship with moolah: do you treat it like a Tinder date or marriage material? - Managing student loans without having a full-on panic attack - What to do when you’re out with your crew and can’t afford to split the bill evenly - How to get “financially naked” with your partner and find out his or her “number” (debt number, of course) . . . and much more. Packed with refreshingly simple advice and hilarious true stories, Broke Millennial is the essential roadmap every financially clueless millennial needs to become a money master. So what are you waiting for? Let’s #GYFLT! |
| financial professional new york life: The Power of Zero, Revised and Updated David McKnight, 2018-09-04 OVER 300,000 COPIES IN PRINT, WITH A NEW CHAPTER ON THE 2018 TAX CUTS. There's a massive freight train bearing down on the average American investor, and it's coming in the form of higher taxes. The United States Government has made trillions of dollars in unfunded promises for programs like Social Security and Medicare—and the only way to deliver on these promises is to raise taxes. Some experts have even suggested that tax rates will need to double, just to keep our country solvent. Unfortunately, if you're like most Americans, you've saved the majority of your retirement assets in tax-deferred vehicles like 401(k)s and IRAs. If tax rates go up, how much of your hard-earned money will you really get to keep? In The Power of Zero, McKnight provides a concise, step-by-step roadmap on how to get to the 0% tax bracket by the time you retire, effectively eliminating tax rate risk from your retirement picture. Now, in this expanded edition, McKnight has updated the book with a new chapter on the 2017 Tax Cuts and Jobs Act, showing readers how to navigate the new tax law, and how they can extend the life of their retirement savings by taking advantage of it now. The day of reckoning is fast approaching. Are you ready to do what it takes to experience the power of zero? |
| financial professional new york life: Ask a Manager Alison Green, 2018-05-01 From the creator of the popular website Ask a Manager and New York’s work-advice columnist comes a witty, practical guide to 200 difficult professional conversations—featuring all-new advice! There’s a reason Alison Green has been called “the Dear Abby of the work world.” Ten years as a workplace-advice columnist have taught her that people avoid awkward conversations in the office because they simply don’t know what to say. Thankfully, Green does—and in this incredibly helpful book, she tackles the tough discussions you may need to have during your career. You’ll learn what to say when • coworkers push their work on you—then take credit for it • you accidentally trash-talk someone in an email then hit “reply all” • you’re being micromanaged—or not being managed at all • you catch a colleague in a lie • your boss seems unhappy with your work • your cubemate’s loud speakerphone is making you homicidal • you got drunk at the holiday party Praise for Ask a Manager “A must-read for anyone who works . . . [Alison Green’s] advice boils down to the idea that you should be professional (even when others are not) and that communicating in a straightforward manner with candor and kindness will get you far, no matter where you work.”—Booklist (starred review) “The author’s friendly, warm, no-nonsense writing is a pleasure to read, and her advice can be widely applied to relationships in all areas of readers’ lives. Ideal for anyone new to the job market or new to management, or anyone hoping to improve their work experience.”—Library Journal (starred review) “I am a huge fan of Alison Green’s Ask a Manager column. This book is even better. It teaches us how to deal with many of the most vexing big and little problems in our workplaces—and to do so with grace, confidence, and a sense of humor.”—Robert Sutton, Stanford professor and author of The No Asshole Rule and The Asshole Survival Guide “Ask a Manager is the ultimate playbook for navigating the traditional workforce in a diplomatic but firm way.”—Erin Lowry, author of Broke Millennial: Stop Scraping By and Get Your Financial Life Together |
| financial professional new york life: Building a Second Brain Tiago Forte, 2022-06-14 Building a second brain is getting things done for the digital age. It's a ... productivity method for consuming, synthesizing, and remembering the vast amount of information we take in, allowing us to become more effective and creative and harness the unprecedented amount of technology we have at our disposal-- |
| financial professional new york life: The Christ Learning Center Ministries Dr Anita R. Smith, 2015-06-19 IN FOLLOWING THE GREAT COMMISION IT IS OUR RESPONSIBILITY AS LEARNERS OF CHRIST JESUS TO STUDY THE WORD OF GOD. MAKING DISCIPLES AND NOT DEPENDENTS IS A CALLING FOR ALL THOSE WHO SEEK TO WALK IN THE WILL AND WAYS OF OUR SAVIOUR. Whether you are new to studying the Word of God or you have been studying for years; there is never a limit to what you can uncover in the Scriptures. The topical study approach allows for those who are seeking to grow in the Word, to take a specific topic and gain greater understanding of that topic then go deeper in the text. This is a study tool that will assist in understanding of the Scriptures. John 1:14-And the Word was made flesh, and dwelt among us, (and we beheld his glory, the glory as of the only begotten of the Father, ) full of grace and truth. Grace without the Truth=False Doctrine Truth without Grace=The Law Grace and Truth=The Gospel We have been given by the Holy Spirit, through men, sixty-six books of the Bible. We must teach all of the Word of God; not just the parts that make us feel good! Thank God for His leaders who preach and teach the Word, but we must also rightly divide the Word of God for ourselves! Ask the Holy Spirit to teach you His truth. Amen. DR. ANITA R. SMITH is the President and Founder of The Christ Learning Center Ministries. This is a non-profit that is focused on developing teaching tools for the Body of Christ. She is an anointed teacher who ministers the Word of God. She has developed trainings for Sunday Schools, Home Bible Studies, and personal studies. She is a speaker for conferences and sought after by churches to do Biblical foundational teaching series. She is a licensed minister with a Bachelor in Biblical Studies from Cincinnati Christian University, a Master's in Theology from Links Theological University and a Doctorate of Ministry in Theology from Life Christian University. She lives in Cincinnati, Ohio. |
| financial professional new york life: The Official Guide to Selling Final Expense Insurance David Duford, 2016-04-05 The Most Comprehensive Guide To Successfully Selling Final Expense Life Insurance - From The Perspective Of A Time-Tested, In-The Trenches, Final Expense Agent!With more people now than ever interested in selling final expense life insurance, it is now more important than ever to develop a comprehensive approach to lead generation, prospecting, presenting, and closing final expense life insurance business. Taking his own experience successfully selling final expense burial insurance and from his experience training hundreds of final expense agents nationally, David Duford has put together a strategic system of selling final expense within this book, designed to maximize new and experienced agents' success.The Official Guide To Selling Final Expense Insurance provides the strategies and tactics to develop agents into top-producing final expense agents. This handbook explains how to:-Ensure you find the best final expense agency to partner with.-Duplicate David's system of success that he teaches his final expense agent partners.-How to effectively sell final expense in a low-key, customer-focused approach, maximizing income and quality of business. |
| financial professional new york life: How to Avoid H. E. N. R. Y. Syndrome (High Earner Not Rich Yet): Financial Strategies to Own Your Future Gideon Drucker, 2020-01-29 A H.E.N.R.Y. is a High Earner who's Not Rich Yet. And while that's fine for now... it won't be forever! |
| financial professional new york life: Why Did God Seat Me Next to the Toilet? Frank J. Nice, 2021-09-09 Our God is a God who is in total control of all that happens to the whole world and to each of us individually. God can allow or prevent bad things from happening. Of course, most of us desire that God would prevent bad things from happening. When we are seated next to the toilet on an airplane, we pretty much assume that God could care less whether we are seated next to the toilet or are seated in first class. Yet God controls every single action that occurs in the world, or He would not be God. When we are seated next to the toilet of life, we discover, as Job did, that God allowed this to happen for all things to work together for good for those who love Him and are called according to His purpose. God's plan for us, who trust in Him, are to prosper us and not to harm us but to give us hope and a future. The purpose of this book is to show that no matter how bad the evil and sin that confront us, God is in total control, and His words of promise to us will be fulfilled. On this earth, you may lose all that you have: family; friends, wealth, health, possessions, dignity, and told to curse God and die, as Job was. Through God's grace and mercy, you can endure as Job endured. Do not think that Job endured only because God knew him as a blessed man who lives righteously. You and I are most certainly not of the character of Job, but God has seated us next to the same toilet of life where Job was seated. Because God is always nearby during our trials (He told Job that), we will discover God's specific plan for us when He does seat us next to the toilet, whether it be on the plane or on the earth. |
| financial professional new york life: The Financial Peace Planner Dave Ramsey, 1998-01-01 Get out of debt and stay out with the help of Dave Ramsey, the financial expert who has helped millions of Americans control their money The Financial Peace Planner may be the most valuable purchase you ever make. Dave Ramey's practical regimen, based on his own personal experience with debt, offers hard-won advice and much needed hope to people who find themselves in serious debt and desperate for a way out. This book comes in a workbook format, allowing you to frequently monitor your progress and, most importantly, to face your situation honestly. Loaded with inspirational insights that come from personal experience, this set of books will be life changing for any debt-ridden readers. You'll find help on how to: • Assess the urgency of your situation • Understand where your money's going • Create a realistic budget • Dump your debt • Clean up your credit rating |
| financial professional new york life: The Financial Mindset Fix Joyce Marter, 2021-07-27 Uncover Twelve Mindset Shifts That Will Transform Your Financial Future As a therapist, Joyce Marter noticed an extraordinary trend: as her clients improved their mental health, they leveled up in other areas of their lives. They received raises, they got promotions, and some even started their own business. This epiphany led her to develop an insightful and ingenious process for releasing limiting habits and beliefs so you can begin your journey to freedom and prosperity. Here, Joyce shares the culmination of her life’s work as the go-to expert on the “Psychology of Success”—a proven method to help you improve your financial well-being by focusing on your psychological and relational issues around money. By working with The Financial Mindset Fix, you will learn how to: • Recover from burnout, overwhelm, financial stress, and money anxiety • Improve your mental health by practicing better self-care and accessing the support you need and deserve • Change the way you think, feel, and behave with money to end self-limitation and self-sabotage and welcome far greater success • Embrace your worth and set healthy boundaries in your financial relationships with others at home and at work • Create a personal and professional vision for holistic success that includes work-life balance and tending to your dreams • Use simple tools from cognitive behavioral therapy, mindfulness, and narrative therapy to change your life personally, professionally, and financially For anyone looking to step into a life of wealth and well-being, this is a welcome guide. “In this wonderful new book, successful therapist Joyce Marter gently takes you by the hand and walks you down the path toward better mental health and abundant financial life. Her twelve unique mindsets will revolutionize your relationship with money and significantly improve the way you view yourself.” ―Stephen M. R. Covey, author of New York Times and #1 Wall Street Journal bestseller The Speed of Trust |
| financial professional new york life: Get a Financial Life Beth Kobliner, 2000 Provides financial advice that speaks the language and answers the questions of the generation just starting out on the road to financial responsibility. |
| financial professional new york life: The Investment Answer Gordon Murray, Daniel C. Goldie, 2011-01-12 What if there were a way to cut through all the financial mumbo-jumbo? Wouldn't it be great if someone could really explain to us-in plain and simple English-the basics we must know about investing in order to insure our financial freedom? At last, here's good news. Jargon-free and written for all investors-experienced, beginner, and everyone in between-The Investment Answer distills the process into just five decisions-five straightforward choices that can lead to safe and sound ways to manage your money. When Wall Street veteran Gordon Murray told his good friend and financial advisor, Dan Goldie, that he had only six months to live, Dan responded, Do you want to write that book you've always wanted to do? The result is this eminently valuable primer which can be read and understood in one sitting, and has advice that benefits you, not Wall Street and the rest of the traditional financial services industry. The Investment Answer asks readers to make five basic but key decisions to stack the investment odds in their favor. The advice is simple, easy-to-follow, and effective, and can lead to a more profitable portfolio for every investor. Specifically: Should I invest on my own or seek help from an investment professional? How should I allocate my investments among stocks, bonds, and cash? Which specific asset classes within these broad categories should I include in my portfolio? Should I take an actively managed approach to investing, or follow a passive alternative? When should I sell assets and when should I buy more? In a world of fast-talking traders who believe that they can game the system and a market characterized by instability, this extraordinary and timely book offers guidance every investor should have. |
| financial professional new york life: Statistical Abstract of the United States, 2012 Census Bureau, U. S. Department of Commerce, 2011-09 The Statistical Abstract of the United States, published since 1878, is the standard summary of statistics on the social, political, and economic organization of the United States. It is designed to serve as a convenient volume for statistical reference and as a guide to other statistical publications and sources. The latter function is served by the introductory text to each section, the source note appearing below each table, and Appendix I, which comprises the Guide to Sources of Statistics, the Guide to State Statistical Abstracts, and the Guide to Foreign Statistical Abstracts. |
| financial professional new york life: Tax-Free Income for Life David McKnight, 2020-11-17 The follow-up to the bestselling The Power of Zero, providing a blueprint to build a guaranteed, tax-free income stream that lasts for the long run. American retirees face a looming crisis. We are living longer than ever before, and most experts predict a dramatic rise in tax rates within the next ten years. The hard truth is that no matter how much you save, you are likely to outlive your money or watch it be taxed into oblivion. But when traditional retirement distribution strategies won't provide sufficient income in the face of higher taxes, what can you do? Tax-Free Income for Life lays out a comprehensive, step-by-step roadmap for a secure retirement. McKnight shows how the combination of guaranteed, inflation-adjusted lifetime income and a proactive asset-shifting strategy can shield you from longevity risk and the cascade of unintended consequences that result from higher taxes. It's an innovative and proven strategy that maximizes return while effectively neutralizing the two biggest risks to retirement savings. If ever there were a solution for the American retiree, it's guaranteed tax-free income for life. |
| financial professional new york life: The Behavior Gap Carl Richards, 2012-01-03 It's not that we're dumb. We're wired to avoid pain and pursue pleasure and security. It feels right to sell when everyone around us is scared and buy when everyone feels great. It may feel right-but it's not rational. -From The Behavior Gap Why do we lose money? It's easy to blame the economy or the financial markets-but the real trouble lies in the decisions we make. As a financial planner, Carl Richards grew frustrated watching people he cared about make the same mistakes over and over. They were letting emotion get in the way of smart financial decisions. He named this phenomenon-the distance between what we should do and what we actually do-the behavior gap. Using simple drawings to explain the gap, he found that once people understood it, they started doing much better. Richards's way with words and images has attracted a loyal following to his blog posts for The New York Times, appearances on National Public Radio, and his columns and lectures. His book will teach you how to rethink all kinds of situations where your perfectly natural instincts (for safety or success) can cost you money and peace of mind. He'll help you to: • Avoid the tendency to buy high and sell low; • Avoid the pitfalls of generic financial advice; • Invest all of your assets-time and energy as well as savings-more wisely; • Quit spending money and time on things that don't matter; • Identify your real financial goals; • Start meaningful conversations about money; • Simplify your financial life; • Stop losing money! It's never too late to make a fresh financial start. As Richards writes: We've all made mistakes, but now it's time to give yourself permission to review those mistakes, identify your personal behavior gaps, and make a plan to avoid them in the future. The goal isn't to make the 'perfect' decision about money every time, but to do the best we can and move forward. Most of the time, that's enough. |
| financial professional new york life: Cincinnati Magazine , 1988-10 Cincinnati Magazine taps into the DNA of the city, exploring shopping, dining, living, and culture and giving readers a ringside seat on the issues shaping the region. |
| financial professional new york life: The One-Page Financial Plan Carl Richards, 2015-03-31 A simple, effective way to transform your finances and your life from leading financial advisor and New York Times columnist Carl Richards Creating a financial plan can seem overwhelming, but the best plans aren't long or complicated. A great plan has nothing to do with the details of how to save and invest your money and everything to do with why you're doing it in the first place. Knowing what's important to you, you will be able to make better decisions in any market conditions. The One-Page Financial Plan will help you identify your values and goals. Carl Richard's simple steps will show you how to prioritize what you really want in life and figure out how to get there. 'In a world where financial advice is (often purposely) complicated and filled with jargon, Carl Richards distils what matters most into something that is easy and fun to read' Wall Street Journal 'Feeling tormented by your finances? Read this book. Now. The One-Page Financial Plan helps you identify what you truly want from life, get crystal clear about the financial position you are starting from today, and develop a simple, actionable plan to narrow the gap between the two' Manisha Thakor, CEO at MoneyZen Wealth Management Carl Richards is a certified financial planner and a columnist for the New York Times, where his weekly Sketch Guy column has run every Monday for over five years. He is also a columnist for Morningstar magazine and a contributor to Yahoo Finance. His first book, The Behavior Gap, was very well received, and his weekly newsletter has readers around the world. Richards is a popular keynote speaker and is the director of investor education for the BAM ALLIANCE. |
| financial professional new york life: Bank On Yourself Pamela Yellen, 2010-03-23 The Wall Street Journal, USA Today, and BusinessWeek bestseller Bank On Yourself: The Life-Changing Secret to Growing and Protecting Your Financial Future reveals the secrets to taking back control of your financial future that Wall Street, banks, and credit card companies don’t want you to know. Can you imagine what it would be like to look forward to opening your account statements because they always have good news and never any ugly surprises? More than 100,000 Americans of all ages, incomes, and backgrounds are already using Bank On Yourself to grow a nest-egg they can predict and count on, even when stocks, real estate, and other investments tumble. You’ll meet some of them and hear their stories of how Bank On Yourself has helped them reach a wide variety of short- and longterm personal and financial goals and dreams in this book. |
| financial professional new york life: The Next Millionaire Next Door D. J. D. Stanley, D Stanley D Fallaw, 2018-10-01 Over the past 40 years, Tom Stanley and his daughter Sarah Stanley Fallaw have been involved in research examining how self-made, economically successful Americans became that way. Despite the publication of The Millionaire Next Door, The Millionaire Mind, and others, myths about wealth in American still abound. Government officials, journalists, and many American still tend to confuse income with wealth. A new generation of household financial managers are hearing from so-called experts in personal financial management due to the proliferation of the cottage industry of financial blogs, podcasts, and the like. In many cases, these outlets are simply experiences shared without science, case studies without data based on broader populations. Therefore, the authors decided to take another look at millionaires in the United States to examine what changes could be seen 20 years after the original publication of The Millionaire Next Door. In this book the authors highlight how specific decisions, behaviors, and characteristics align with the discipline of wealth building, covering areas such as consumption, budgeting, careers, investing, and financial management in general. They include results from quantitative studies of wealth as well as case studies of individuals who have been successful in building wealth. They discuss general paths to building wealth on your own, focusing specifically on careers and lifestyles associated with each path, and what it takes to be successful in each. |
| financial professional new york life: Everything I'm Not Made Me Everything I Am Jeff Johnson, 2009-05-15 Award-winning activist journalist and motivational speaker Jeff Johnson dares the post-Civil Rights generation to stop making excuses, overcome personal challenges, and create lives filled with passion, meaning, and service in Everything I’m Not Made Me Everything I Am. This empowering strategic guide for manifesting and achieving your personal B.E.S.T. highlights Johnson’s unique blend of political consciousness and street-smart inspiration. A committed youth advocate, Johnson offers a lifeline to those who feel lost in a sea of choices, distractions, and self-imposed limits. Everything I’m Not Made Me Everything I Am offers practical guidance for learning how to unplug from the programmed expectations of family and society in order to discover and fulfill your unique life’s mission. |
| financial professional new york life: LIFE , 1968-10-18 LIFE Magazine is the treasured photographic magazine that chronicled the 20th Century. It now lives on at LIFE.com, the largest, most amazing collection of professional photography on the internet. Users can browse, search and view photos of today’s people and events. They have free access to share, print and post images for personal use. |
| financial professional new york life: The Millennial Money Fix Douglas Boneparth, Heather Boneparth, 2017-08-21 The world today comes with a list of challenges. Figuring out how to get your feet planted and get your finances on track should be easier, but we’re not always prepared with the best information despite the best education. Enter The Millennial Money Fix, a candid guide to understand how to handle your money with the obstacles of today. This book will get you through each step including: Identifying honest and realistic goals. Selecting and paying for a college or graduate program. Mastering cash flow to jumpstart your life. Navigating the job landscape to do what you love. Planning for marriage, babies, and all that gushy stuff. Redefining retirement as your ability to do what you want. |
| financial professional new york life: Day Trading Justin Kuepper, 2015-04-10 All You'll Ever Need to Trade from Home When most people hear the term day trader, they imagine the stock market floor packed with people yelling 'Buy' and 'Sell' - or someone who went for broke and ended up just that. These days, investing isn't just for the brilliant or the desperate—it's a smart and necessary move to ensure financial wellbeing. To the newcomer, day trading can be a confusing process: where do you begin, and how can you approach trading in a careful yet effective way? With Day Trading you'll get the basics, then: Learn the Truth About Trading Understand The Psychology of Trading Master Charting and Pattern-recognition Study Trading Options Establish Trading Strategies & Money Management Day Trading will let you make the most out of the free market from the comfort of your own computer. |
| financial professional new york life: Magnificent Masters in Financial Services Ginger Cockerham, Diane Dixon, 2007-07 The financial services career is extremely rewarding-and these women prove it. If you have an interest in coming into this business, you should read this book! -William H. Beckley, Executive Vice President of Agencies, Northwestern Mutual Life. There are so few women in this most rewarding of noble professions. Use this book to showcase to the women you are trying to recruit the stories of those who have been successful in financial services. They are motivating and captivating. And, they may be just enough for your prospective recruit to picture herself as a future successful leader in this career. -Susan W. Sweetser, JD, CFP(R), CLU, ChFC, Vice President-Focus Markets, MassMutual Financial Group This book is an inspirational testament to what the individual can achieve, no matter your level or tenure in the business. Beyond the inspiration these 14 AMAZING WOMEN impart, readers will gain specific direction on how to apply their years of experience to help take their practice to new heights. I strongly recommend this compendium as an invaluable guidebook for all the amazing women in this great business. Thank you Ginger and Diane! -Emily G. Viner, Field Vice President, Guardian Life Insurance Company of America This is a book of best practices that every field leader and advisor must read! Embrace these lessons and apply them to immediately enrich your firm or practice! -Jeff Hughes, CEO, GAMA International |
| financial professional new york life: New York Insurance Law, Annotated ... New York (State), 1938 |
| financial professional new york life: Soldier of Finance Jeff Rose, 2013-09-03 Too much debt? Not enough savings? It's time to become a battle-ready financial warrior, prepared to tackle any money challenge. Modeled on the Soldier's Handbook, which is issued to all new U.S. Army recruits, Soldier of Finance is a no-nonsense, military-style training manual to overcoming financial obstacles and building lasting wealth. Financial planner and experienced army veteran Jeff Rose has divided this book into 14 modules, each section covering an essential element of financial success. You will learn how to: Evaluate your position and commit to change Target and methodically eliminate debt Clean up your credit report Create tactical budgets Build emergency savings Invest for the short and long term Determine an affordable mortgage size, insurance needs, and more. Complete with tales from the trenches and useful tools including quizzes, debriefings, and more, Soldier of Finance is the survival guide you need to face down your finances and bring order and prosperity to your life. |
| financial professional new york life: Massey on Money Jeffrey H. Massey, 2018-06-11 You're over fifty and transitioning into retirement. You have a moderate amount of capital but not a lot of investing experience. So how do you build a solid postcareer income that you won't outlive? Just ask Jeff Massey! As the host of the popular radio program Massey on Money(TM), Jeff offers his invaluable insight and advice on wealth management matters. Now he provides an essential road map to help you on the journey to a successful retirement, with easy-to-understand directions on how to - Discover your best investment options - Maximize your Social Security benefits and minimize your tax burden - Choose a financial advisor with your best interests at heart - Prepare for inflation and work around it - Safeguard your estate for your loved ones - And more It's never too late to prepare for your financial future, even if you aren't a numbers person. Massey on Money(TM) will show you how. |
| financial professional new york life: My Write to Right Purnima (Mital) Gupta, 2019-01-15 As her journey from India to America continues; her perception, experience and understanding of cultural differences continue to evolve. The first-generation immigrants have struggled to establish themselves in the midst of interracial conflicts and little family support. Their children started out with an incomplete family picture, were raised in dual cultures and ended up split between wrongs and rights. Their relationships with their children are need-based or lost. Many of them don't get to see their grandchildren, let alone get to bond with them. They dream to hear their doorbell ring to hear, Yoo-hoo, where are you, Peek a boo, or I thought you were a ghost. |
NY State Regulation 187 Financial Professional training …
Most carriers will want evidence of Best Interest training completion specific to Reg 187 from New York licensed Financial Professionals. Learn more about timing of the course training below.
Life Insurance Underwriting Guide - Life Brokerage Financial …
The life insurance application The application is a legal document that represents an agreement between the policy owner and New York Life Insurance Company. As such, there are rules …
CORPORATE FACT SHEET New York Life: at a glance
New York Life Group Benefit Solutions, formerly Cigna’s group life and disability insurance business, was acquired in 2020, adding to the company’s portfolio of strategic businesses.
Pursuing investment growth with guarantees for a more …
Designed specifically for retirement savings, the New York Life Premier Variable Annuity–FP Series (Premier) ofers tax advantages, a wide variety of investment options, features to …
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Whether changing jobs, buying a home, or preparing for retirement, major life events can send you scurrying to find documents. If hard-pressed, most of us will have difficulty locating critical …
Life Insurance Underwriting Pocket Guide - Empire Ins
The Life Insurance Application The application is a legal document that represents an agreement between the policyowner and New York Life Insurance Company. As such, there are rules that …
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A New York Life financial professional can provide valuable additional insight and guidance and identify the right long-term care solution for you, your family, your business, or your employees. 2
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New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a timely and efficient
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The application is a legal document that represents an agreement between the policy owner and New York Life Insurance Company. As such, there are rules that must be followed in order to …
NYLIFE Securities LLC - New York Life
We offer mutual funds and Section 529 plans from several different fund families that meet our screening criteria. We only offer variable life insurance and variable annuities issued by our …
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New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a timely and efficient
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confirmed my client wants assistance from and access to a financial professional regarding investments, including product selection, asset allocation and information about market events.
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New York Life and its subsidiaries provide insurance, investment, and retirement solutions that help people at all stages of life achieve financial security, delivered through financial …
New York Life Investments SIMPLE IRA
These Plan Highlights explain many of the important features and benefits of participating in a SIMPLE IRA plan and will guide you through the enrollment process. In addition to the items in …
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The investment options offered within New York Life Variable Annuities are different from mutual funds that have the same name, advisor, investment objective, and policies, as well as …
New York Life Investments Funds Change of Broker/Dealer Form
Complete this form to change the Broker/Dealer of record on your New York Life Investments account. All fields are required. The Custodian of the Funds will remain the same and will act …
New York Life Investments SIMPLE IRA Account Application …
explained the differences in cost, service, and features between investing in a SIMPLE IRA directly with a mutual fund company versus through a NYLIFE Securities brokerage account. …
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Our financial professionals provide guidance to help you make financial decisions that are in the best interest of you and your family. While you are the ultimate decision-maker, 1 Any …
Premier Variable Annuity–FP Series
See the rider fact sheets and prospectuses for more details and availability.
123899 NYL Disclosure Authorization - New York Life
924563 12/2024. Disclosure Authorization. NOTE: This authorization is designed to comply with the Health Insurance Portability and Accountability Act of 1996 (“HIPAA”) and
LIFE INSURANCE COMPANY OF NORTH AMERICA (A wholly …
New York Life Insurance Company) FINANCIAL STATEMENTS (STATUTORY BASIS) DECEMBER 31, 2023 and 2022. Table of Contents Page Number Report of Independent …
New York Life Global Funding
New York Life Global Funding $40,000,000,000 GLOBAL DEBT ISSUANCE PROGRAM New York Life Global Funding, a special purpose statutory trust organized in series under the laws …
Introducing - Investorship
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NEW YORK LIFE INSURANCE COMPANY FINANCIAL …
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Transfer/Direct Rollover Form
To institute the transfer of funds to New York Life Insurance and AnnuityÊ Corporation (NYLIAC), complete this form, and we will initiate the transfer from your present financial institution. …
Life Insurance Underwriting Pocket Guide - Cassani
New York Life’s Underwriting Mission New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a …
Executor Checklist - New York Life Investments
Financial Professional CPA/Accountant Tax Preparer Insurance Representative Attorney Executor name: Information current as of: Task Date Completed Issues/Comments Find the will ... “New …
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New York Life’s Underwriting mission New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a …
New York Life Agents Purchasing Group
New York Life Agents Purchasing Group . Sponsored Agents E&O Program . Professional Liability Plan (“PLP”) Frequently Asked Questions . Frequently Asked Questions . 1. Who Is …
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New York Life Insurance and Annuity Corporation (A Delaware Corporation) 51 Madison Avenue, New York, NY 10010 NYLIFE Insurance Company of Arizona* (Not licensed in every state) …
2023 Investment Report - New York Life
New York and do not conduct insurance business in New York. LINA and NYLGICNY are referred to as the New York Life Group Benefit Solutions business. Any discussion of ratings and …
Dollar Cost Averaging (DCA) Advantage Form - New York Life
For New York Life Premier, Premier Plus, Elite, Premium Plus Elite, Premium Plus, Access, Longevity Benefit, Income Plus or In come Plus Variable ... please contact your Registered …
Advanced Planning Group - New York Life
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Annuity claims beneficiary guide - Lincoln Financial Group
The Lincoln National Life Insurance Company does not solicit business in the state of New York, nor is it authorized to do so. Contracts sold in New York are issued by Lincoln Life & Annuity …
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financial professional. All guarantees, including death benefit payments, ... New York Life Complete Access Variable Annuity II (ICC15-P300, or it may be 215-P300); the Annual Death …
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For Financial Professional Use Only. Not For Public Distribution. ANNUITIES Policies Brighthouse Financial ... NC 28277, New England Life Insurance Company, Boston, MA 02110, and, in …
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Name of financial institution: New York Life Trust Company Address of financial institution: 30 Hudson Street, Jersey City, NJ 07302 2. ... Determine if you will have any newly eligible …
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From all of us at New York Life and our 12,000 financial service professionals across the country, we are here to be of service to you and your family. Just let us know how we can be of further …
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Nationwide Underwriting client guide
their financial professional. Nationwide Underwriting is available in all states except New York. Products are issued by Nationwide Life Insurance Company or Nationwide Life and Annuity …
New York Life Insurance Company Comments on Regulatory …
Financial Services Professional New York Life Insurance Company Agent Registered Representative offering securities through NYLIFE Securities LLC (member FINRA/SIPC) 104 …
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NEW YORK LIFE INSURANCE AND ANNUITY CORPORATION …
New York Life Insurance Company) FINANCIAL STATEMENTS (STATUTORY BASIS) December 31, 2022, 2021 and 2020 . Table of Contents Page Number Report of Independent Auditors ...
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From all of us at New York Life and our 12,000 financial service professionals across the country, we are here to be of service to you and your family. Just let us know how we can be of further …
Life Insurance Underwriting Pocket Guide - totalfinancial.com
New York Life’s Underwriting Mission New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a …
SESSION NAME AND PRESENTER DESCRIPTION ROOM …
Davis, Financial Services Professional, New York Life This educational seminar will provide information to help women understand current needs and empower them to make informed …
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Apr 28, 2023 · New York State Department of Financial Services One Commerce Plaza, Suite 2003 Albany, NY 12257 Phone: 518.474.6630 ... Life Life/Accident and Health Personal Lines …
NEW YORK LIFE INSURANCE COMPANY FINANCIAL …
NEW YORK LIFE INSURANCE COMPANY FINANCIAL STATEMENTS (STATUTORY BASIS) DECEMBER 31, 2021 and 2020. Table of Contents Page Number Report of Independent …
New York Life Insurance Company on Regulatory Notice 09 …
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2017 Annual Report - New York Life
New York Life Insurance Company, or one of its subsidiaries, or collectively to all New York Life companies, which include the parent company and its subsidiaries and affiliates. Any …
New York Life Premier Variable Annuity–FP Series: …
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About New York Life Insurance Company New York Life Insurance Company is domiciled in New York and is regulated by the New York Department of Financial Services. New York Life …
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Retail Life Third Party Distribution Advanced Markets Network
New York Life’s Underwriting Mission New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a …
LIFE INSURANCE COMPANY OF NORTH AMERICA - New …
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New York Life’s commitment to the Latino community
2,214 financial professionals serving the Latino Market2 This market has created $118,049,721,178 of generally tax-free transferable wealth in the Latino community3 A …
Life Insurance Underwriting Pocket Guide - Empire Ins
New York Life’s Underwriting Mission New York Life’s underwriting mission is to put good business on the books while providing professional and consistent underwriting service in a …
Brandon Acevedo Financial and Licensed Insurance Agental …
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