Bertin Louisaire, Licensed Agent with New York Life Insurance Company

09/09/2022

Here’s the good and bad news. Our latest Wealth Watch survey reveals that while consumer confidence is down, it has not dropped dramatically from earlier in the year. You can find the full report for July here: If you have questions about your financial future, I am here to help.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

09/01/2022

Your 401(k) plan can be a powerful tool for long term savings. But the question is, are you making the most of it? Check out these 401(k) tips from Forbes to help you understand how to maximize your savings. If you have questions, reach out to me. I am here to help you reach your financial goals.

I have mixed feelings about 401(k) plans.

07/31/2022

Whole Life insurance plans are great because they offer your family peace of mind for the long run. But many don’t know that they offer more. Such as the potential for annual dividends and the option to borrow against the cash value of your policy. To learn more about Whole Life watch this video

07/21/2022

What does managing your personal finances have to do with piloting the fastest fighter planes on the planet? Good question. To find out, read this article we posted on the benefits of being a Maverick of your own finances. https://hearsay.social/3BcF9CP For questions about your financial future, reach out to me.

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

06/30/2022

Increasing inflation is never a good thing. But depending on where you’re at in your life, you may feel differently about how it’s impacting you. To give you a better insight into how Americans are dealing with inflation, review the results from the most recent Wealth Watch Survey. And if you have questions about how inflation will impact your future, reach out to me.

New York Life examines how the cost of groceries, gasoline and other goods and services rise as a result of inflation, consumers across generational groups are responding to the pressure of reduced purchasing power by making changes to their day-to-day spending habits and adjusting their budgets.

06/21/2022

Not all of us are thinking about our finances right after we get married. But the sooner you answer your financial questions, the sooner you’ll be prepared for a future together. On that note, I recommend reading this piece about merging your financial accounts after marriage.

Now that your wedding has passed, consider joint finances with your spouse like joining bank accounts and merging credit cards.

05/17/2022

Many of us never think a disability will impact our lives. Statistics tell another story. For the month of May, we celebrate Disability Insurance Awareness Month by giving you the tools to protect your future. Learn more about your disability insurance options today.

What is disability insurance? Learn more about disability insurance and its benefits with help from New York Life.

04/18/2022

Did you know it's possible to get life insurance without a medical exam? Before you forgo the exam, however, click here to learn the pros and cons and reach out if you want to discuss your options together.

Discover what life insurance without a medical exam means within context of insurance and other financial products. This could be a beneficial option for you.

04/17/2022

Worried you may not have enough saved for retirement? That's what I'm here for. Reach out and I can help you identify insurance solutions, investments, and strategies to make your savings last.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.

04/16/2022

When it comes to retirement, more income means less worry. Learn how New York Life's deferred income annuities can help.

Wouldn't it be nice if you had a consistent monthly income to rely on, even after you retire? Secure a steady income with deferred annuity from New York Life!

04/15/2022

Even the best-laid plans for retirement can go awry without a tax strategy. From types of retirement vehicles to the timing of withdrawals, with the right strategy in place I can help you keep more of what you've earned. Let's talk.

Plan for your retirement by investing in tax advantaged accounts and by using efficient withdrawal strategies to prepare for your retirement. 

04/15/2022

What are living benefits? Learn why a life insurance living benefits rider can be a beneficial option for you or your loved ones. If you need any help, let's chat.

Life insurance with living benefits can help make the insured’s remaining time as comfortable and dignified as possible. Learn more about living benefits today.

04/14/2022

Transitioning from saving for retirement to living in retirement can be overwhelming, but that's why I'm here. Check out these tips and reach out if you want some expert advice.

As you transition from retirement saving to living in retirement, consider how to structure your income and manage your portfolio to plan for a longer life.

04/13/2022

Investing can be a great way to build wealth, but how much you earn affects how much you pay in taxes. Click here to learn what to look out for and let's discuss the best way for you to keep more of what you've earned.

Although investing can provide additional income, it is essential understand capital gains and tax breaks to be more tax efficient.

04/13/2022

I have found that the more informed my clients are about retirement,
the better they feel. To that end, I recommend reading this brief article. If you have any questions, please feel to reach out any time.

Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance and investment solutions to make them last.