Advanced Planning

As an Agent of New York Life, I have exclusive access to the Advanced Planning Group - a premier planning team with expertise in law, accounting, financial planning and insurance. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs.

To learn more about the services I can offer you through my exclusive access to this resource, please visit the Advanced Planning Group web site.

Neither New York Life nor its Agents or employees provide legal or tax advice.

Calculators

  • Impact of Inflation

    Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

  • Long-Term Care Self Insurance

    Will you be able to afford nursing home care?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

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