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                                      Financial Planning Tools and Information

                                    Financial Planning Resources

                                    Here are some resources that will help you in your financial planning:

                                     

                                    Your Financial Goals
                                    To gain insight into progress toward your financial goals and to understand if an advisor can be helpful, simply enter a few basic details about your current financial situation through the link below:

                                    Check to see if you're on track!

                                    Retirement

                                    Planning for Healthcare Costs in Retirement

                                    How to Maximize Your Social Security Benefits

                                    Family Caregiving

                                    Elder Care - This video can help you begin a conversation with your family about caregiving and

                                    financial decisions

                                    Emergency Planning

                                    Emergency Preparedness- Getting your Financial House in Order

                                    The Importance of an Emergency Fund- The Importance of an Emergency Fund

                                    Estate Planning

                                    Basic Estate Planning Documents

                                    Estate Planning Checklist

                                    Wills - This video shows what to know when preparing your own Will.

                                    Trusts - This video shows how Trusts can create and preserve your legacy.

                                    A Step-Up in Basis and Why it Matters in Estate Planning

                                    Articles and Newsletters

                                    Financial News Digest 1-2023

                                    The Value of Trusted Advice in a Turbulent Market

                                    Investment Strategies in a Rising Interest Rate Environment

                                    The Eagle Edge - Eagle Strategies Quarterly Newletter

                                    For Professional Advisors

                                    For Professional Advisors – CPAs and Attorneys

                                    Disclosure

                                    Scott Schechter is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of AR (AR Insurance License #7026896), AZ, CA (CA Insurance License #0E52859), CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, MI, MN, MS, NC, NH, NJ, NY, OH, PA, SC, TN, TX, UT, VA, WA, and WI. No insurance business may be conducted outside the states referenced.

                                    Scott Schechter is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3161 1st Ave Unit 2n, San Diego, CA, 92103, 619-350-3600. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NJ, NM, NY, OH, SC, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced.

                                    Scott Schechter is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NJ, NM, NY, SC, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

                                    Scott Schechter is a Member Agent of The Nautilus Group®, a service of New York Life Insurance Company.

                                    Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

                                    For more information about NYLIFE Securities LLC and its investment professionals.

                                    Click here
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                                    • About Us
                                      • About Scott Schechter
                                        • How We Work Together
                                          • Our Team
                                          • Financial Solutions
                                            • Strategies for your Financial Future
                                              • The Nautilus Group
                                                • The Nautilus Group Professional Staff
                                                • Resources
                                                  • Financial Planning Tools and Information
                                                    • Calculators
                                                      • Tax Resources
                                                        • Articles
                                                        • Account Access
                                                          • NYL Online Account
                                                            • NYLIFE Securities
                                                              • MainStay Mutual Funds
                                                                • eMoney
                                                                  • Eagle Strategies
                                                                    • Envestnet Client Portal
                                                                    • For Professional Advisors
                                                                      • Contact Us

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