Balancing Act Story Library
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Women & Finance

Guest: New York Life Insurance Company

This segments highlights that women have a longer life expectancy than men, by some estimates at least six years, so women will need more money saved for retirement. New York Life Insurance explains why traditional investment advice for women is flawed, and offers advice on which investments can guarantee a paycheck for life. He also explains Guaranteed Lifetime Income Annuities, and how they are considered one of the industry’s “best kept secrets.”



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Unraveling Overwhelming Financial Concepts In Real Life Scenarios

Guest: Flirting With Finances, Inc.

Can finance be fun? Can investing be sexy? Yes! A new book, "Flirting with Finance" offers a unique and entertaining solution to the boredom factor behind learning finance. Author Gwendolyn Beck shows Balancing Act viewers how to learn about personal finance while enjoying a fun, romantic story to give you the power to overcome your fears.

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How To Get The Keys From Your Aging Parent

Guest: Homewatch International, Inc.

If your parent is struggling with dementia, physical activities around the house and their vision, it is best to have a conversation about retirement from driving. Doctors are often very comfortable delivering this type of message on your behalf. There will be a feeling of loss of value, self esteem and self-worth. Be available to drive them or hire a caregiver to give transportation options.

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Plan Your Financial Future

Guest: New York Life Insurance Company

IT’S NEVER TOO EARLY TO START PLANNING YOUR FINANCIAL FUTURE!
ALWAYS CONSIDER ALL ASPECTS OF YOUR LIFE. WHETHER YOU HAVE TODDLERS OR TEENS, PLAN FOR THEIR EDUCATION WHILE PLANNING FOR YOUR RETIREMENT. TO MEET ALL YOUR GOALS, GO TO NEW-YORK-LIFE-DOT COM AND CLICK ON “CONSULT AN AGENT.”


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Preserve Your Future Assets

Guest: New York Life Insurance Company

WORRIED ABOUT PRESERVING YOUR FUTURE ASSETS? THEN DON’T MAKE WITHDRAWALS FROM I-R-A’S OR OTHER QUALIFIED PLANS UNLESS ABSOLUTELY NECESSARY! REPLACING RETIREMENT DOLLARS CAN BE TOUGH -- AND EARLY WITHDRAWALS CAN BE PENALIZED!
FOR MORE, GO TO THE NEW YORK LIFE-DOT-COM... AND CLICK ON “CONSULT AN AGENT".


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Protecting The “sandwich Generation”

Guest: New York Life

ARE YOU CAUGHT UP IN THE “SANDWICH GENERATION?” IF YOU’RE FINANCIALLY HELPING BOTH YOUR PARENTS AND YOUR CHILDREN… WHILE TRYING TO PLAN YOUR OWN RETIREMENT, YOU’RE THERE! AND THE BEST WAY TO COVER WHAT EVERYONE NEEDS… IS TO PLAN A PROACTIVE APPROACH NOW. FOR HELP, GO TO NEW YORK LIFE DOT-COM, AND CLICK ON “CONSULT AN AGENT.”

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Women & Retirement - What Every Woman Should Know

Guest: SunTrust Banks, Inc.

This first part of a 3-part series on SunTrust retirement planning services focuses on Baby Boomers and Sandwich Boomers.

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Saving Money For Retirement At Any Stage

Guest: SunTrust Banks, Inc.

This third part of a 3-part series on SunTrust retirement planning services focuses on saving for retirement at any major stage in one’s life.


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Don't Let Your Retirement Savings Stay At Home

Guest: SunTrust Banks, Inc.

This 2nd part of a 3-part series on SunTrust retirement planning services focuses on homemakers and stay-at-home moms.

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