Meredith Eilertsen Financial Services Professional w. NYLIFE Securities LLC

Meredith Eilertsen Financial Services Professional w. NYLIFE Securities LLC

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Meredith Race, Agent with New York Life
Meredith Race, Agent with New York Life
I'm sitting at my desk next to empty thank you notes and used tissues trying to figure out how to fix something than can't be undone. I miss you Ellen. I miss you and I'm sad, and I'm scared and I'm angry. I'm angry mostly with myself but I'm trying to let that go. I haven't been able to read through these resources in this new light but I'm hopeful at least one person will be helped by something in here. I'm hopeful. I'm grateful for everyone that has reached out this past month. I'm trying to help but I hope your haunting me laughing at me lysoling the kitchen again at 6am. I hope you're at peace and I hope tomorrow is better than today and next month is better than this one. Sending love out into the universe hoping, and praying, and crying.

I am a Financial Services Professional offering securities products and services through NYLIFE Securities LLC.

Operating as usual

Married Life - Plan For Life After The Wedding | New York Life 04/05/2021

Married Life - Plan For Life After The Wedding | New York Life

Is this the year you finally tie the knot? Perhaps buy a home, pay down debt, or need childcare? I can help you make this year your most accomplished one yet.

Married Life - Plan For Life After The Wedding | New York Life Are you prepared for the next big life moves following your wedding? Discover how you can plan ahead for married life today with help from New York Life.

Benjamin Franklin--author, statesman, inventor who established early annuity payments. 03/23/2021

Benjamin Franklin--author, statesman, inventor who established early annuity payments.

Benjamin Franklin: Writer, inventor, Founding Father…Retirement Revolutionary?

Benjamin Franklin--author, statesman, inventor who established early annuity payments. Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

Rollover a 401(k): Questions & Answers | New York Life 03/04/2021

Rollover a 401(k): Questions & Answers | New York Life

When you leave your job or retire, you have a decision to make regarding your 401(k) money. Click to learn more.

Rollover a 401(k): Questions & Answers | New York Life When you leave your job or retire, you have a decision to make regarding your 401(k) money.

01/18/2021

The New York Life Foundation created ‘The Golden Sweater’ to support children who have lost a loved one. Download the book today and the will donate $1 to organizations that support grieving children.
www.goldensweater.org/?cmpid=smca_Bd_gs_na_1370087_na_na_na_gen_na_gen_IP_na_na

Understanding the ‘new’ Sandwich Generation: Insights from New York Life research. 01/08/2021

Understanding the ‘new’ Sandwich Generation: Insights from New York Life research.

The Sandwich Generation has spent thousands of dollars in total care for their dependents over time—and is intensifying this budget crunch. Read about some of our latest insights into these economic trends.

Understanding the ‘new’ Sandwich Generation: Insights from New York Life research. For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

12/31/2020

Major life events that can affect your life insurance | New York Life

Maybe you welcomed a new life into your home last year. Or maybe this will be the year you buy a place of your own. Either way, is the perfect time to look ahead and ensure your policies and goals are in sync. I'm here to help any way I can.

Major life events that can affect your life insurance | New York Life Learn from New York Life how these four life changing events can affect your life insurance and finances. Discover the options you have to address your needs.

11/29/2020

Proud of my group!

UPDATE: November 18th - We are pleased and proud to be able to donate almost 900 POUNDS of food!! Thank you to the clients, referral partners, and suppliers who helped make this happen. Together, we are helping make a difference!! Our "winner" is The Law Offices of Jessica Clarke PC, who donated over 200 POUNDS of food! Congrats to all - THANK YOU!

FOOD. Every person needs food to survive. COVID-19 and other factors have hit many people in our area hard, and food insecurity is a major issue. We are a group of local business people who are here to help make a difference. Over the next two weeks, we'll be collecting non-perishable food and making a donation to Damien's Food Pantry.

If you are able, we ask you to reach out to any of the following local businesses, who will have collection boxes for donations:
Meredith Eilertsen Financial Services Professional w. NYLIFE Securities LLC - Meredith Eilertsen
The Law Offices of Jessica Clarke PC - Jessica Clarke, Esq.
Margaret J. Grassi Insurance - Deb Grassi
Get Beyond - Chris Nasiff
Erin Bishop Real Estate Agent - Erin Bishop
Fairview Millwork and Kitchens - Paul Neely
Coastal Chiropractic Health - Dr. John Mello
Castle Keep Professional Residential Cleaning Service - Ceil Dodson
JC Engineering Inc - John Churchill
Mortgage Network, Inc. - Geoff Worrell

10/16/2020

Let me know if you're interested in working for the #1 company!!

New York Life's Boston Office is honored to be named the #1 Best Place To Work among large companies in Massachusetts according to a recent survey by the Boston Business Journal. To learn more about this incredible organization, contact me today.

(New York Life is an Equal Opportunity Employer – M/F/ Veteran/Disability/Sexual Orientation/Gender Identity)

I’ve pledged to take the One-talk, One-ton Challenge from New York Life Investments. 09/10/2020

I’ve pledged to take the One-talk, One-ton Challenge from New York Life Investments.

"Be the change you wish to see in the world." Mahatma Gandhi

I’ve pledged to take the One-talk, One-ton Challenge from New York Life Investments. Grow your client relationships. Start having the ESG investing conversation with your clients the week of September 21, Zero Emissions Day. New York Life Investments is committed to offsetting up to 10,000 tons of carbon over the next five-week period ending October 23. We'll offset one ton for each...

Timeline photos 08/30/2020

Getting the personal guidance you need to help secure your financial future is just a click away. Schedule a phone call or virtual meeting with me today, and let’s start planning your best tomorrow, today.

Timeline photos 08/23/2020

Life is full of changes, and your strategy may have to change with it. Let’s connect to review your strategy and make sure that you are still on track to reach your goals. There’s no better time than the present to engage (virtually) with New York Life.

Timeline photos 08/16/2020

While there’s no “perfect” time to start preparing for your future, there’s no better time than now. Make a virtual appointment with me and start getting your tomorrow together, today.

Expecting the unexpected: navigating Illness and an unplanned leave of absence. 08/10/2020

Expecting the unexpected: navigating Illness and an unplanned leave of absence.

Great article by Brian Madgett about dealing with illness and unplanned absences. There’s no better time to take a step back and reevaluate what it really means to live within your means.

Expecting the unexpected: navigating Illness and an unplanned leave of absence. Brian Madgett in Kiplinger discusses how the spread of the COVID-19 (coronavirus) has Americans worried — both about their health and the impact the illness could have on their finances. Here is what he learned during his own unexpected leave of absence and a few immediate financial and practical ...

Timeline photos 08/01/2020

For over 175 years, people have turned to New York Life to protect what matters most. As a New York Life Financial Professional, I can help you leverage the resources of the nation’s largest mutual insurance company. I am available via virtual meeting to offer the personal guidance you need to properly prepare for your future and for the ones you love.

Timeline photos 07/25/2020

In times like these, you can rest assured that New York Life will continue to provide our clients with the warmth of human guidance. Trusted professionals, like me, are now bringing that guidance to you—right through your screen and into the comfort of your own home. Connect with me so that, together, we can help you protect what matters most!

Timeline photos 07/18/2020

New York Life is always prepared. With a significant investment in technology, you have more choices than ever to connect with financial professionals like me. It’s business as usual. Just not in the usual way. Contact me today to learn more.

Timeline photos 07/15/2020

From vacation to staycation — these uncertain times have brought lots of change, but our priorities remain the same. Protecting the ones who matter the most, today, tomorrow, and forever.
https://nyl.co/2NJlnVy

Timeline photos 07/08/2020

In these uncertain times, putting love into action has never been more important. Protect what matters most. https://nyl.co/2U1l4cf

12 Tax Deductions and Credits That Help You Pay for College | Kiplinger 07/02/2020

12 Tax Deductions and Credits That Help You Pay for College | Kiplinger

Get help paying for college with these 12 tax breaks.

12 Tax Deductions and Credits That Help You Pay for College | Kiplinger We talk a lot about investing in stocks, bonds, mutual funds, and ETFs here at Kiplinger.

Timeline photos 07/01/2020

Adjusting to new normals can be difficult, but there are bright days ahead. Be ready for them with a solution that's there for you, no matter what.
https://nyl.co/3cpt39g

Whole Life Insurance - Endless Protection & Cash Value | New York Life 06/29/2020

Whole Life Insurance - Endless Protection & Cash Value | New York Life

In times like these, life insurance is more important than ever. Keep your loved ones protected, no matter what the future may bring.

Whole Life Insurance - Endless Protection & Cash Value | New York Life With whole life insurance from New York Life, you're guaranteed lifetime protection with savings. Discover how much it has to offer you and your family today!

Council Post: Small Business Response To COVID-19 Shows Long-Term Growth Potential 06/27/2020

Council Post: Small Business Response To COVID-19 Shows Long-Term Growth Potential

Small businesses are leading the way to the "new normal" — and that could mean good things for local supply chains.

Council Post: Small Business Response To COVID-19 Shows Long-Term Growth Potential But the bottom line is this: Better days are ahead for “Made in the USA,” and that’s a good thing.

Timeline photos 06/24/2020

In times of uncertainty, protecting your family is all that matters. Let's create a financial solution that helps keep your loved ones financially secure. https://nyl.co/3gHalgX

Timeline photos 06/23/2020

Join us on Thursday, June 25th at 4PM EDT for a virtual seminar as part of New York Life’s educational seminar series, “The Power of Knowing”. In this session, you will hear from our featured speaker Daniel Crosby Ph.D., as he discusses how to “win the day” during this global pandemic by taking advantage of the things you can control, and how he sets and achieves goals every day. Register today and learn how to unlock opportunities to improve your life by focusing on what matters most.

A message from CEO Ted Mathas: Uniting against racism. 06/03/2020

A message from CEO Ted Mathas: Uniting against racism.

"We are a company where racism has no place, with an unwavering commitment to a culture of inclusion and equality."

Working at New York Life, I've seen numerous ways that the company as a whole has been proactive and growing and supporting diversity and growth. I'm proud to be a part of company that takes our reach seriously and works to support systematic change in local communities and the US.

A message from CEO Ted Mathas: Uniting against racism. For 175 years, people have worked with New York Life to protect their families and futures. We believe in the importance of human guidance and in trusted relationships built on being there when our customers need us most.

05/18/2020

See you guys tomorrow night! Don’t forget to register!

Any Simpson fans out there?
Tomorrow night! Don't wait to register https://zoom.us/webinar/register/WN_czwnFA6MQaaDrdQ1ZT4DNA Free Nomination of Guardians for all registrants, as well as entry to win a Summer Necklace! Parents you deserve this break, come listen in this funny, no pressure webinar- where we will go thru a case study of the lovely Simpson Family

Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More 05/14/2020

Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More

Millennials, the economy needs you. Check out these seven relief measures just for you.

Economic Aid for Millennials: Stimulus Checks, Student Loan Relief and More For millennials who are facing hard times because of the coronavirus pandemic, there are several federal programs can help you get back on your feet as quickly as possible.

IRS Offers Additional Relief By Extending More Tax Deadlines, Including Estimated Payments & Refunds 05/04/2020

IRS Offers Additional Relief By Extending More Tax Deadlines, Including Estimated Payments & Refunds

Tax season looks different this year. Stay on top of extensions and what they mean for you.

IRS Offers Additional Relief By Extending More Tax Deadlines, Including Estimated Payments & Refunds Today, the IRS further extended tax filing deadlines, including those for estimated payments and refunds.

Timeline photos 04/27/2020

Helping others is one of my favorite parts of being a @NewYorkLife agent. That’s why I'm excited to celebrate Day with acts of kindness both virtually and in my community.

04/24/2020

New York Life has partnered with Cigna to launch the at E4E Relief, offering financial support to the families of healthcare workers who lose their lives to COVID-19. Cigna will also provide free wellness resources for those workers.
braveofheartfund.com?cmpid=smca_Bd_boh_na_1362957_na_na_na_gen_na_gen_IP_na_na

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life 04/15/2020

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life

While nothing can replace you, having life insurance means that if something unexpected happens to you, your loved ones will be protected financially.

Buying Life Insurance - 6 Tips for 1st Time Buyers | New York Life Looking to buy life insurance, but not sure where to start or how much coverage you need? Learn 6 tips from New York Life on how to get life insurance today!

04/10/2020

Is it time to upgrade your term life insurance? | New York Life

Here’s another way you can exercise your options as a term policy owner.

Is it time to upgrade your term life insurance? | New York Life Compares features and benefits of term vs. whole life insurance coverage.

04/08/2020

The newly enacted CARES Act raises questions on how the stimulus plan will provide benefits to individuals and business owners. Join us as we host CPA Robert Keebler CPA/PFS, MST, AEP®, for a timely and informative webinar that will discuss income tax benefits and considerations, and help answer some of the questions you may have with your planning during this time.
Click here to register for this webinar and please note attendance is limited.
https://bit.ly/2Rl6hYI

Life Insurance 101 - Everything You Need to Know | New York Life 04/04/2020

Life Insurance 101 - Everything You Need to Know | New York Life

There's a lot to learn about financial literacy, so let's start off easy with Life Insurance 101. If you prefer a more guided approach, you can always contact me for one-on-one instruction.

Life Insurance 101 - Everything You Need to Know | New York Life Unsure how life insurance works? Learn from New York Life about your options to ensure your loved ones have the financial security they need.

Photos from Meredith Eilertsen Financial Services Professional w. NYLIFE Securities LLC's post 03/14/2020

Am I being self quarantined for two weeks after my doctor recommended it? Yes!

Am I open for business for the next two weeks? Yes!

Did I just have my first meeting outside and get sun on one side of my face? Yes!

Can I meet with you via Zoom or phone, and help you with any questions you might have about planning? Yes!

The events I had planned for the rest of the month are cancelled, so if you have been curious about what I do or how I can help you, your family, or your business at this time, give me a call!

My immune system might not be built for times like these, but our services are!

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2 Lakeshore Ctr, Ste 202
Bridgewater, MA
02324

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