Ben's Insurance Practice

Ben's Insurance Practice

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Connecting with clients to implement creative planning solutions through New York Life.

05/29/2023

On , we honor and remember the brave men and women who gave their lives in service to our country. We are forever grateful for their sacrifice and the freedoms they have secured for us.

Retirement budgeting—Manage retirement spending | New York Life 04/24/2023

From trips with the grandkids to weekends by the lake, you probably know how you want to spend your retirement. Perhaps just not how to spend during your retirement. Here are three tips that can help you budget more efficiently in your golden years.

Retirement budgeting—Manage retirement spending | New York Life Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

04/21/2023

Want to know how much unpaid work family caregivers provide each year? AARP estimates the value to be around $600 billion. That’s a BIG number—and one of the main reasons why families should have a plan of care in place BEFORE it’s needed. https://bit.ly/3LjQTYP

Retirement Planning Considerations | New York Life 04/19/2023

While many of us look forward to retirement, from a financial standpoint, it can also be a cause for worry. With some preparation and a little help, however, you can have peace of mind while working toward your future. Read these tips and let's talk.

Retirement Planning Considerations | New York Life When financially preparing for retirement, remember to consider five things about income sources and preparation.

04/18/2023

Insurability can be difficult to acquire the older we get. Lock in a cheaper rate today while you are young and healthy and save on expenses in the long run.

Term vs whole life insurance 04/17/2023

Term life and whole life insurance are the two most common policy types, but they differ in a variety of ways. Review this comparison of the two, and learn which one might be the better option for you.

Term vs whole life insurance Bankrate’s experts highlight the differences between term vs. whole life insurance.

How to Get Your Long-Term Care Planning on the Right Track 04/17/2023

A recent study found that while 29% of consumers researched long-term care plans, only 16% implemented one. Here are five steps you can take to get your long-term care planning on track.

How to Get Your Long-Term Care Planning on the Right Track Many of us are not as prepared as we should be, but it’s not too late. Taking these steps today can get you started on planning for your long-term care.

04/12/2023

Are you worried about the impact inflation is having on your finances? If so, be sure to take a look at this “Inflation Cheat Sheet” from AARP. It answers many of the questions people are asking and will hopefully make you feel a whole lot better. https://bit.ly/414yPr7

04/10/2023

Contact me to learn more about the tax advantages of life insurance and why you may want to consider adding it into your financial strategy.

How to Retire 10 Years Early - NerdWallet 03/28/2023

A NerdWallet survey reports retiree-hopefuls plan to leave full-time work at age 57. If you’re interested in doing the same, then take these steps to retire 10 years earlier.

How to Retire 10 Years Early - NerdWallet A new NerdWallet survey finds that retiree-hopefuls plan to leave full-time work at age 57, on average. Here’s how you can bow out of the workforce a decade early.

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6100 Fairview Road
Charlotte, NC
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