New York Life
Rakesh Bansal, LUTCF

Insurance, Financial Service* & Employee Benefits

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life insurance agent, and a Registered Representative of NYLIFE Securities LLC, (100 Overlook Center) 2nd Floor, Princeton, NJ 08540, Phone (609) 375-2048), I am a trained professional who can help you identify your financial goals and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to
contact me for additional information or to schedule a meeting. Thank you for your interest.

Rakesh Bansal is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the states of CA (LIC #OB65682), CT, DC, DE, FL, GA, IL, IN, KS, LA, MA, MD, NC, NJ, NY, OH, PA, SC, VA & WA. No insurance business may be conducted outside these states referenced.

*Rakesh Bansal is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member
FINRA/SIPC, a Licensed Insurance Agency. In this regard, this communication is strictly intended for individuals residing in the states of CA (LIC #OB65682), CT, DC, DE, FL, GA, LA, MA, MD, NC, NJ, NY, OH, PA, & VA. No offers may be made or accepted from any resident outside the specific states referenced.

Rakesh Bansal is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

 

 

 

Reading into the Federal Reserve’s Beige Book

A look at how the FOMC compiles the Beige Book and some of the useful information that can be found in it.

Tax Season Never Ends for the Self-Employed

Making accurate quarterly tax payments on schedule can help avoid interest penalties for underpayment.

If Inflation Is Low, Why Are Prices High?

Consumers who go to the grocery store or gas station might wonder what the talk of low inflation is all about.

When Adult Children Need Financial Help

Ideas for parents to consider when their adult children ask for financial help.

More Newsletters →