Frank Baxter, Agent with New York Life

We hear it all the time: “Download this app—track your spending—watch your money grow.” But real results matter. A new Fed-backed study via Forbes takes a deeper look at whether budgeting apps are truly shifting consumer habits—or just creating more noise. Curious what the data shows? Take a look here:
https://bit.ly/4oDcBI6

Let’s talk about what really works for you – tools, mindset, and goals. I’m here when you’re ready.

As the year winds down, it’s the perfect time to reflect on your financial goals, review your progress, and set a strong foundation for the year ahead. Whether it’s budgeting, retirement planning, or investment strategy—an end-of-year check-in can make all the difference.
Let’s make sure you’re on track.
Reach out to me and I can help.

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Fannie Mae has released its latest predictions about where mortgage rates are headed.

Homebuyers are waiting for 6% mortgage rates — When could it actually happen?

A recent survey revealed that 58% of all respondents fear they will outlive their savings.

42% Of Americans Live Paycheck To Paycheck; 58% Fear Outliving Savings A growing number of younger Americans are grappling with financial strain, with 42% reporting they live paycheck to paycheck.

Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hotspots.

Where the Ultra-Rich Are Buying Real Estate Now Why the ultra-rich are flocking to new corners of the world — and what their moves reveal about real estate hot spots.

The federal government’s shutdown has a bigger impact on retirees than just service delays. Here’s how the shutdown can impact everything from your health to your travels.

What the Government Shutdown Means to Retirees Depending upon how long it lasts, a government shutdown can impact your daily life, including seeing family, managing your health, and enjoying your free time.

More and more Americans over 55 are choosing to rent rather than own their homes. Here are some pros and cons to consider when deciding.

Why More Seniors Are Renting – And Is It Really a Better Alternative to Downsizing? The 55+ crowd is the fastest-growing group of renters. Here’s what to weigh if you’re considering swapping homeownership for a lease.

I’m thrilled to be hosting this year’s Advisor Symposium. This premier event is for accountants and attorneys who guide clients through advanced business and estate planning strategies.
This year, we’re bringing together an exceptional panel of thought leaders to explore topics that matter to your clients, from foundational and strategic trust planning, to advanced tax planning strategies, to safeguarding business continuity and preserving family legacies.
It’s going to be an insightful and impactful program filled with actionable strategies, expert perspectives, and opportunities to strengthen your professional knowledge.
Download the flyer to learn more and follow the link to reserve your seat today. Join me for an event you won’t want to miss! https://bit.ly/4obDtig