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Financial Planning Resources

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

 
Your Financial Goals
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Retirement

Planning for Healthcare Costs in Retirement

What's Your Retirement Gap

How to Maximize Your Social Security Benefits

Estate Planning

Basic Estate Planning

Estate Planning Checklist

Talking to Your Adult Children about Estate Planning

Powers of Attorney

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

Investments

The Value of Trusted Advice in a Turbulent Market

Putting Market Volatility to Work for You

Articles

How Couples Can Build a Secure Financial Future Together

The Importance of an Emergency Fund

Newsletters

4-2025 Scott Schechter's Financial News Digest

2-2025 Scott Schechter's Financial News Digest

12-2024 Scott Schechter's Financial News Digest

10-2024 Scott Schechter's Financial News Digest

8-2024 Scott Schechter's Financial News Digest

4-2025 Eagle Strategies Quarterly News

12-2024 Eagle Strategies Quarterly News

9-2024 Eagle Strategies Quarterly News

6-2024 Eagle Strategies Quarterly News

3-2024 Eagle Strategies Quarterly News

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 CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NH, NJ, NM, NY, SC, TX, UT, 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 CA, CO, CT, DC, FL, GA, ID, IL, IN, MA, MD, MI, MN, MS, NC, NH, NJ, NM, NY, SC, TX, UT, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced.

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.

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

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