John Border Insurance and Financial Solutions

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/4es6EZT

Join Mary Beth Franklin, one of America’s leading experts on Social Security and Medicare, as she shares essential insights into the complexities of Social Security and strategies to help you maximize your benefits. Whether you’re nearing retirement, planning ahead, or already retired, this seminar is a must-attend event. Register now at: https://bit.ly/4gEjypd

Grandparents: Want to leave a legacy for the ones you love? Learn the differences between a will, trust, and estate, and together we can make sure the legacy you leave lives on for generations.

Estates, Wills, and Trusts | New York Life Avoid complications by planning out your estate today. Learn the difference between a will and living trust in an estate plan.

We’re here to give you financial guidance tailored to your needs and goals. Let’s work together to create a financial strategy that helps you protect what’s important and prosper for years to come.

If you're a new parent, I don't have to tell you how overwhelming the first few months can feel. But what I can offer you is some budgeting advice to help you manage your finances more effectively. Read these tips and reach out if you need more help. You got this!

Baby Budgeting: Financial Tips for New Parents | New York Life As a new parent, having a baby on a budget requires adjusting your finances. Use this financial advice from New York Life to help with your planning.

Life can be unpredictable. Having an emergency fund when the unexpected occurs, makes me unpredictable…predictable

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Check out Money magazine’s "How to Create a Life Insurance Retirement Plan" by Jeremi Davidson, explaining how a strategy of using the cash value of a permanent life insurance policy to supplement retirement income can enhance your retirement strategy, offering both the protection of life insurance along with the potential growth of retirement assets. https://nyl.co/4aiCXrH

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Individual Disability Insurance | New York Life Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

Benefits and pitfalls of buy-sell agreements every advisor should know
Business entities come in all shapes and sizes, but no matter the type, each one should have a buy-sell agreement in place. This important tool helps business owners effect a smooth transition in the event of death, disability, retirement, or other circumstance that triggers a change in ownership. Read this article by Rimon, PC estate planning attorney Patricia Annino to learn about the benefits and pitfalls of buy-sell agreements, and then let’s look at how you can help your clients better protect their businesses.

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Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
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