Keith V. Roach, Agent with New York Life

01/11/2024

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
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If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!

01/01/2024

Happy New Year! May the closeness of your family, friends, and loved ones fill your heart with joy this year and all the years to come.

12/28/2023

One key to a more secure retirement.
Research shows that many people close to retirement age have significant holes in their retirement plans, which can leave them financially at-risk during retirement. The solution lies in long-term planning. Check out this helpful article for steps you can take.
https://bit.ly/48CAnfv
If you have any questions about your retirement, please feel free to reach out. I’ll be happy to help!

12/24/2023

May this holiday season bring happiness, joy, and prosperity to you and your loved ones.

12/12/2023

Wrap up your holiday spending, now.
Keep your Holiday Season spending in check by following a few budgeting tips – that way, you're in charge, not the other way around! Here’s a great article to get you started: https://bit.ly/3uSEMMO
If you have any questions about developing a budget or your personal finances, please don’t hesitate to reach out. I’m here to help.

11/30/2023

In today’s world it can be tough to save money. However, saving money is essential for protecting against financial challenges and unexpected expenses.
Discover a simple 3-step savings plan that anyone can follow in this article:
If you need help developing a financial strategy for your future, please feel free to give me a call.
https://bit.ly/3RmGjDs

11/23/2023

This Thanksgiving, we're thankful for the opportunity to protect the ones you cherish most. Wishing you a safe and joyful holiday filled with gratitude, love, and peace of mind.

11/15/2023

Estate planning isn't just for the wealthy; it's crucial for all. Having a plan is essential if you have loved ones. Start now to prevent future complications.
If you have any questions about estate planning, wills or trusts, please feel free to reach out.

Avoid complications by planning out your estate today. Learn the difference between a will and living trust in an estate plan.

11/13/2023

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

11/11/2023

This Veterans Day, we salute the brave men and women who have served and sacrificed for our freedom. Your courage and dedication inspire us every day.

10/30/2023

Only 57% of people in their midlife years believe they'll be able to retire. If you’re one of those people, here’s some good news. There are several ways to catch up on your retirement savings. Read this informative article to find out more.

https://bit.ly/3sdgJHi

If you have any questions about making plans for your retirement, please feel free to reach out.

10/16/2023

Household debt, primarily driven by credit card debt, is on the rise in the U.S. Managing this debt may seem tough, but it's achievable. Check out these 7 tips to help you pay off debt and save at the same time.

If you need help with debt control or developing a strategy for a more secure financial future, reach out to me. I’m here to help.

It can be challenging to pay off debt and save at the same time, but it is possible using these tips.