If you are proud to consider yourself a Cheapster, you are the sort of person who understands the value of money. You search for deals in order to save money for a rainy day fund. As for the ultimate rainy day fund, retirement planning is something you probably recognize that you should take a look at every now and then. Financial review isn’t necessarily the most fun process in the world, but making smart decisions now can mean a much brighter future for you and your family.
New York Life Insurance, located in Suite 850 at 11595 North Meridian Street in Carmel, wants to make this process as painless as possible. They have a coupon available for download that will entitle you to a FREE financial review. New York Life is first and foremost an insurance company, but your financial review can include a discussion on both life protection and retirement planning. And if you happen to own a small business, your financial review can cover the track you should have your business on during both good and bad times.
The coupon for a complimentary financial review doesn’t expire until December 31, but you may want to consider scheduling your financial review soon so you can take the upcoming tax deadline into account. Remember to print off the coupon, and find a time to set your financial review session to save yourself from frustration later.