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    Planning Essentials

Planning Essentials

Comprehensive Financial Planning

Emergency Preparedness: Getting your financial house in order
The Value of Trusted Advice in a Turbulent Market
How to Make Charitable Giving a Family Endeavor
Preparing for a New Year: 11 Year-end Planning Tasks
The Importance of an Emergency Fund
The Power of Comprehensive Goals Based Planning
Wealth & Values: Preparing the next generation for the challenges of wealth

Investment

Asset Allocation & Diversification: The Pillars of Your Financial Plan
Tax-loss harvesting: A silver lining during a market correction
The Role Diversification Plays in Managing Investment Portfolio Risk
7 Tips for long-term investing success
How Rebalancing Your Portfolio Can Help Mitigate Market Volatility
Putting Market Volatility to work for you

Protection

What is an advance directive and why you need one

Retirement

Four Keys to Effective Pre-Retirement Income Planning
Making Your Social Security Claiming Decisions

Estate Planning

A Step-Up in Basis and Why it Matters in Estate Planning
The Importance of Irrevocable Life Insurance Trusts

Disclosure
Michael Rudolph is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of FL, GA, IL, IN, KY, MI, NC, NY, OH, SC, TX, and VA. No insurance business may be conducted outside the states referenced.

Michael Rudolph is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 513-523-2335. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IN, KY, NC, OH, SC, TN, TX, and VA. No offers may be made or accepted from any resident outside the specific states referenced.

Michael Rudolph is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of AZ, CO, FL, GA, IN, KY, NC, OH, SC, TN, TX, and VA. As such, these services are strictly intended for individuals residing in the states referenced.

Neither New York Life Insurance Company nor its agents or affiliates provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.

For more information about NYLIFE Securities LLC and its investment professionals.

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  • About Us
    • My Background
    • Our Team
    • How I Can Help
  • Working Together
    • About Eagle Strategies
    • Creating plans that help you succeed
  • Product
    • Products
    • Charting the Course
  • Financial Solutions
    • Advanced Planning Resources
    • Small Business Solutions
  • Resources
    • Calculators
    • Life Stages
    • Videos
    • Tax Resources
    • Planning Essentials
    • Articles
  • Client Account Access
    • MYNYL Access
    • NYLIFE Securities
    • NYL Investments (formerly Mainstay Funds)
    • Eagle Strategies
    • eMoney Client Site
  • Contact Us

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