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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Balancing Stability and Growth

An investor who is 2 or 3 decades from retirement could decide to be more aggressive in pursuing investment growth than someone approaching retirement. Even though investors address this by transitioning to a more conservative asset allocation, they still need to seek growth while balancing the desire for principal preservation. This article offers some factors to consider.

HOT TOPIC: Breaking Down the Proposed FY 2013 Budget

The 2013 budget released by the White House on February 13 contains proposed fiscal measures that could affect the business and investment climate, the income tax code, and government spending. Considering that Congress will debate and discuss the budget in detail, many of these measures are unlikely to become law as proposed, but they may indicate future developments.

Doing Your Heirs a Favor

Although a will and a trust specify disposition of assets, many other details of an individual’s final wishes might be explained in a letter of instructions. This article offers some topics to consider addressing in the letter to help loved ones make decisions and take care of final arrangements.

Finding a Good Time to Invest

When a prominent stock market index closes above an important threshold, many investors who have been sitting on the sidelines may see it as good time to invest, but they may have missed a significant part of the rally. Waiting for the "right" moment to invest could prove to be a costly and ineffective strategy.

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