Zachary Bressick Financial Services Professional with NYLIFE Securities LLC

Happy Father's Day to all of the fathers out there!

This is the time of year we start to think about taxes. While the top income tax rate is set at 37%, we never know where it’ll go in the future. I can help you reposition your assets to help reduce the overall impact of taxes while meeting your life insurance needs. Reach out today, and we’ll start the conversation!

Did you know: My great grandparents, Louis and Celia, were New York Life representatives almost 100 years ago in the bay area? Here they are many years ago!

Hoping everyone had a wonderful Mother's Day with the ones they love!

Friendly reminder here! May 17th, 2021 is the deadline for submitting IRA (Individual Retirement Account) contributions for the tax year of 2020.

Wishing everyone a safe and Merry Christmas from our family to yours! Don't forget to eat an extra cookie today...

Wishing everyone a healthy and safe Happy Thanksgiving!

Just because you’re retired doesn’t mean you’ve stopped preparing for the future. Building an estate plan is a great way to leave a legacy for future generations. If you have questions about estate planning or building a legacy, reach out to us and we can help you get started.

It’s hard to prepare for the unexpected and future healthcare expenses. That’s where we come in. New York Life has been guiding people through retirement planning and unplanned life events for over 175 years. Let’s talk about ways that we can help give you peace of mind in retirement.

Taxes don’t go away during retirement. At New York Life, we have a number of solutions to help you get the most out of your retirement income. Let’s work together to make your retirement income work harder for you. https://bcove.video/3hNaWOd

New York Life has been helping people for 175 years. As a New York Life financial professional, I can help you build a strategy to give you the confidence to live out your retirement dreams. Reach out to me, and let’s talk about your future.

In retirement, your assets can come from a variety of sources. At New York Life, we have over 175 years of experience in helping people like you manage your assets so that you can live your retirement life to the fullest. Reach out today, and I can help you prepare for tomorrow.

Wishing everyone a happy Friday! Don't forget to enjoy the sun in a safe manner this weekend

A new job can mean lots of new changes, both for you and your family. How has your new job affected your family? Let me know in the comments below.

Have you switched jobs recently? It is a great time to review your retirement planning strategy and know your options. Together, we can come up with a solution that works for you.

Whether it's your first job or your twelfth, a new job brings new financial opportunities. How have your financial goals changed with your new job? Let me know below.

Transitioning between jobs can be a challengeprofessionally, personally, and financially. Let me know what steps you have taken to make the transition easier in the comments below.

There's more to changing jobs than just a paycheck. Whether it's better benefit packages, retirement plans, or even an easier commutewhat are some of the reasons that made you decide to change jobs? Let me know in the comment section.

Proud to share with the world, The Brave of Heart Fund from New York Life and Cigna. The Fund is designed to provide financial support in the form of charitable relief grants to support the families of healthcare workers who lose their lives to COVID-19.

When your best employee falls asleep on the job...and in the same room as the boss?!?!

We are proud to work with such a giving company!

There are ways our office can support clients of all ages. We have been seeing an alarming amount of fundraising pages after the loss of a family member. Getting ones financial 'home' in order can prevent part of the struggle that follows the loss of a loved one. It is never too early to begin the process of planning. We can help.

Rebalancing - the process of realigning the weightings of a portfolio of assets. This strategy involves periodically buying or selling assets in a portfolio to maintain an original or desired level of asset allocation or risk. We work with clients so when a market correction occurs they know what to expect and are proactive vs reactive. Our office can help curb fear of loss with confidence in times of stress. Call us for a portfolio review!

I was awarded the 2019 Long Term Care Elite-Diamond award from NYL due to the high level of service provided to clients in Long Term Care planning. Thank you to my clients for allowing me to help with your extended health care planning!

Happy New Year to all of our friends and clients. Welcome 2020 and goodbye 2019. What a great year it was!