Site Map

Home

• Contact Us
• South Florida Location
• Financial Strategies to Consider
• Solutions for Business Owners
• Planning Services
• Tell A Friend
• AARP Life Insurance and Long-Term Care Options from New York Life
• Our Associates
• Request a Quote
• My Background
• Products
• Services

Products & Services

• For Professional Advisors
• Advanced Planning
• Business Solutions
• Education Center
• Products
• Working Together

Associates

• Sheryl Futterman

Learning Center

Calculators

• Life Insurance
• Annuity Tax Advantages
• Current Retirement Savings
• Spending Habits
• Savings in Retirement
• Burial and Final Expenses
• Savings Goals
• Long-Term Care

Newsletters

• Stretch IRA Alternatives
• A 529 Plan Can Help Jump Start Your College Fund
• Tips for Safe Online Shopping
• Taking Control of Your Retirement Savings
• HOT TOPIC: ‘Tis the Season for Tax-Friendly Giving Strategies
• Sectors: Overweight, Underweight, or Just Right?
• Is It Time to Buy an Electric Vehicle?
• IRA Distributions Can Benefit Your Favorite Cause … and Your Tax Bill
• Talk About These Money Matters Before the Wedding
• Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
• HOT TOPIC: What Does a Strong Dollar Mean for the U.S. Economy?
• Famous People Who Died Without Proper Planning
• Retirement Savings in a Volatile Market
• Virtual Health Care Is Here to Stay
• HOT TOPIC: CHIPS and Science Act Aims to Preserve U.S. Technology Edge
• How Much Life Insurance Do You Need?
• Building Financial Resilience
• Donor-Advised Funds Combine Charitable Impact with Tax Benefits
• Small Businesses Are Short-Staffed and Overwhelmed
• HOT TOPIC: Unpacking the Inflation Reduction Act: What’s in It?
• Dividends for Income and Total Returns
• What the Red-Hot Job Market Means for Workers
• Preparing for a Natural Disaster
• HOT TOPIC: Is the U.S. Economy in a Recession?
• Inflation Protection for Investment Dollars
• Uncle Sam Wants to Know About Your Gig Income
• Sticker Shock Is No Joke for Car Buyers
• Six Steps to Starting a New Business
• A Wealth of Information: How to Read a Mutual Fund Prospectus
• Should You Consider Tapping the Equity in Your Home?
• Adjusting Your Tax Withholding
• WEP and GPO Can Reduce Social Security Benefits
• How Long Should You Keep Financial Records?
• HOT TOPIC: Rising Rates Join Long List of Housing Dilemmas
• Avoiding Probate
• What’s Your Retirement Dream Elevator Pitch?
• Are You Ready to Cancel Your Cable TV?
• Where to Look for Lost and Forgotten Money
• Consider a Bond Ladder for Rising Interest Rates
• Working While Receiving Social Security Benefits
• Baseball Lessons That Might Help Change Up Your Finances
• Planning to Quit Your Job? What to Know Before You Go
• Why Small Businesses Should Pay Attention to Accessibility
• Food Inflation: What’s Behind It and How to Cope
• ETFs Are Gaining on Mutual Funds: Here’s Why
• Key Retirement and Tax Numbers for 2022
• Splurge or Save? Making the Most of Your Income-Tax Refund
• Flood Insurance: Be Prepared for Rising Waters and Changing Rates
• When Two Goals Collide: Balancing College and Retirement Preparations
• Mutual Funds: Do You Know What’s in Your Portfolio?
• If You Don’t Have a Will, You Probably Should
• Going Green: A Fast-Growing Corner of the Global Bond Market
• When Buying Is Easy, Paying Later Can Be a Problem

Research Articles

• How Can I Better Manage My Short-Term Cash?

Videos

• Building Cash
• Diversifying Assets
• Protecting Your Business
• Protecting Your Family
• Protecting Your Partner
• Reducing Taxes
• Retaining Management

Quote Requests

• Fixed Annuity
• Life Insurance