George R. Shadie, CLU
George R. Shadie, AEP, CLU

You Worked Hard for Your Money.
I will Help Make your Money Work Hard for You.

Planning for Now and for the Future is Paramount.
People don't Plan to Fail, but They do Fail to Plan!

As with most other things in life, the key to achieving your long-term financial objectives is planning. Your goal may be to fund your children’s college education, protect your family during your working years, or guarantee your own retirement security. These things won’t happen by accident. It’s important to determine what you’d like to achieve financially and then map out a strategy that will help you meet those goals. The good news is that it’s never too late to start.

Of course, planning your financial future can be intimidating. Luckily, you don't have to do it alone. As a New York Life Insurance agent, and a Registered Representative of NYLIFE Securities LLC, in the Northeastern PA General Office, I am a trained professional who can help you identify your financial needs and then determine which insurance and financial products can best help you meet your objectives.

Please use my Web site as a resource, and do not hesitate to contact me for additional information or to schedule a meeting. Thank you for your interest.
 

Check the Seminars link in the "About Us" section for upcoming free live seminars.


George R. Shadie is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the state of PA. No insurance business may be conducted outside this state referenced.

George R. Shadie is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member
FINRA/SIPC, a registered broker-dealer, a licensed insurance agency, 475 S. Franklin Street, Wilkes Barre, PA 18702, 570-969-3111. In this regard, this communication is strictly intended for individuals residing in the state of PA. No offers may be made or accepted from any resident outside the specific state referenced.

George R. Shadie is licensed to offer mutual funds and variable products.  Market Watch information is provided for informational purposes and is not considered an offering of securities.

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Personal Folders

Understanding the Appeal of Mutual Funds for High-Income Households

Mutual fund ownership increases directly with household income. In fact, 81% of households with incomes of $200,000 or more own mutual funds. What is it about mutual funds that attracts affluent investors?

Help an Inheritance Help You

When Americans were asked what they would do with a large inheritance, 48% said they would save it; only 8% said they would spend it on things they've always wanted. Could the Great Recession be changing attitudes about money? There are some options to consider for those who expect to receive, or have already received, an inheritance.

Making Money Market Funds Work for You

Some investors turn to money market funds when they are concerned about market volatility. Although money market funds may carry less risk than stocks, investing in them as a reaction to market volatility also carries the risk of missing out on potential gains when the market begins to recover.

Another Year, Another AMT Patch

The 2010 Tax Relief Act adjusted AMT exemption levels for 2010 and 2011 to help prevent an estimated 21 million middle-income taxpayers from being subject to the alternative minimum tax. Will Congress enact another patch for 2012?

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